Professional Services Perspectives
read the latest content from fintech and other service firms
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Adding Value To Your Webinars
Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors. Read on to learn what advisors want to know about your firm.
Third-Party Information Is Invaluable
Financial advisors love getting third-party information from asset managers. This is what we’ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
“During this heightened economic uncertainty, we are pleased to have provided the investors, representatives, and advisors who turn to ExchangeRight’s historically recession-resilient investment strategy another offering to protect their hard-earned wealth…”
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-7-2023 Blue Vault has published Q2 2023 Individual...
Recent News
44 REITs cut dividend payments amidst pandemic; another 22 suspend payments
44 REITs cut dividend payments amidst pandemic; another 22 suspend payments June 3, 2021 | Chris Hudgins and Ronamil Portes | S&P Global Market Intelligence While many...
Which financial technology platform that is driving access and efficiency in alternative investing was recognized by Forbes on its 2021 America’s Best Startup Employers list on April 5, 2021?
Which financial technology platform that is driving access and efficiency in alternative investing was recognized by Forbes on its 2021 America’s Best Startup...
Capital Square Apartment REIT, Inc. Acquires a Newly Constructed Class A Multifamily Community in Greater Richmond, Virginia
Capital Square Apartment REIT, Inc. Acquires a Newly Constructed Class A Multifamily Community in Greater Richmond, Virginia June 3, 2021 | Capital Square Apartment REIT,...
Corporate Office Properties Enters $119M Data Center Joint Venture with Blackstone
Corporate Office Properties Enters $119M Data Center Joint Venture with Blackstone June 3, 2021 | S&P Global Market Intelligence Corporate Office Properties Trust formed...
Invesco Backs Mynd to Spend $5 Billion on Single-Family Rentals
Invesco Backs Mynd to Spend $5 Billion on Single-Family Rentals June 1, 2021 | Gillian Tan | Bloomberg Funds managed by Invesco Real Estate are backing Mynd...
Seniors Housing Demand Will Soon Be At Its Highest Point Ever
Seniors Housing Demand Will Soon Be At Its Highest Point Ever There is robust long-term demand from an aging baby boomer population within 10 years of occupancy. May 28,...
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Generation Y
Kathleen Johnson, Senior Practice Management Consultant, describes how Generation Y is different from previous generations and why financial advisors should focus on marketing strategies that work according to their unique preferences.
Phoenix American Financial Services Announces the Hiring of Ned Montenecourt as Chief Risk and Compliance Officer
Phoenix American Financial Services, Inc. announced today that Ned Montenecourt has joined the firm as Chief Risk and Compliance Officer.
U.S. Listed REITs Traded at 3.3% Median Discount to NAV as of November 30
According to SNL, U.S. equity REITs traded at a median discount to consensus net asset value of 3.3% as of November 30.
Nontraded REIT Review, Q3 2017 Update
December 15, 2017 The “Q3 2017 Nontraded REIT Industry Review – Individual Performance Pages” Section is Now Available! You may access the Individual Performance Pages Section by logging on to the Blue Vault Website, and clicking on...
Which nontraded REIT completed the liquidation of its portfolio and made a final distribution to shareholders in April 2017?
Answer: Hines Real Estate Investment Trust, Inc.










