Professional Services Perspectives

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Do We Have The Capacity To Take On Your Next Project?

Clients often ask how we know we have the capacity to take on one of their projects? The answer lies in project management. We’re dedicated to maintaining a high level of project management in both our systems and our personnel to understand our capacity, accurately estimate when we can deliver projects and so that we can provide our clients with high-quality deliverables. 

Transfer Agent Case Study: Switching to a New Provider

There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications cause investor dissatisfaction, advisor frustration, missed deadlines – all the problems you hoped to avoid by outsourcing back-office processes. Switching transfer agents is sometimes necessary but many managers are daunted by the prospect of a conversion of investor and historical data to the system of a new transfer agent. They need not be.

A Curious Look at Commercial Real Estate Cap Rates

In this article we ask the question, “Which came first, the market value or the cap rate?” Does that question sound familiar? It should, since it really is like the classic “chicken or egg” conundrum. The fact is cap rates do not determine market values and market values do not determine cap rates. But, each determines the other. Confusing, isn’t it?

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Miguel Sosa: Equities vs. Real Estate

Miguel Sosa: Equities vs. Real Estate

In this clip from Inside the V(ALT), Miguel Sosa talks about the impact of real estate on average annualized return in the three challenging environments investors face...

Miguel Sosa: The Risk/Reward Imbalance

Miguel Sosa: The Risk/Reward Imbalance

In this clip from Inside the V(ALT), Miguel Sosa covers how the current interest rate environment has skewed the risk-reward potential of fixed-income securities. Click...

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New York REIT Declares Cash Liquidation Distribution

On November 9, 2017, New York REIT, Inc. (“NYRT”) announced a cash liquidating distribution of $2.07 per share to be paid on November 28, 2017 to shareholders of record as of November 20, 2017.

SEC Filings Part 1: What are All of Those Forms?

SEC Filings: What are All of Those Forms?  November 10, 2017 | Beth Glavosek | Blue Vault Reading companies’ Securities and Exchange Commission filings probably doesn’t rank as high on the fun factor as say, watching a good movie or going to a concert. However, they...

KBS Strategic Opportunity REIT Announces Dispositions

On November 8, 2017, KBS Strategic Opportunity REIT, Inc. (“KBS”), through 11 wholly owned subsidiaries, sold 11 of its properties to various subsidiaries of Keppel-KBS US REIT, a newly formed Singapore real estate investment trust that was listed on the Singapore Stock Exchange.

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