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?
How Interest Rate Caps and Swaps Are Used by Non-Traded REITs
Non-traded REITs utilize different types of financial contracts to hedge their variable rate debts to protect themselves financially from changes in interest rates…
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Miguel Sosa: Institutional Real Estate Performance
In this clip from Inside the V(ALT), Miguel Sosa considers the performance of institutional real estate vs. fixed income if current trends follow historical market...
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
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...
Family Offices Continue to Increase CRE Allocations
Family Offices Continue to Increase CRE Allocations Family office real estate expert DJ Van Keuren provides an update on what those investors want in their property...
Phillips Edison & Company Presents Listing Plans to Stockholders
Phillips Edison & Company Presents Listing Plans to Stockholders May 14, 2021 | SEC Phillips Edison & Company, Inc. (“PECO”), an internally-managed REIT, is one of...
Why More Investors Are Seeking Office Buildings in Secondary Markets
Why More Investors Are Seeking Office Buildings in Secondary Markets Population growth, favorable tax environments and higher yields are driving more interest in secondary...
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Fed holds off on rate hike, opens door to December
The Federal Reserve declined to raise interest rates at its policy meeting this week and said the late-summer hurricanes likely will not have much longer-term impact on overall economic activity.
Former American Realty Capital Properties CFO Sentenced for Accounting Fraud
On November 8, 2017, Brian Block, former CFO of American Realty Capital Partners, received a sentence of 18 months in federal prison for overstating the company’s financial results.
Pathway Energy Infrastructure Fund Restructures as Interval Fund, Expands Investment Focus
Pathway Energy Infrastructure Fund, Inc. announced on November 7, 2017 that it has converted to a continuously offered, closed-end interval fun structure and expanded its investment focus.
How does total capital raise in the Nontraded REIT sector compare between Q2 2017 and Q2 2016?
Answer: Total capital raise was $0.99 billion in Q2 2017 compared to $1.09 billion in Q2 2016.
Phillips Edison Grocery Center REIT I Increases Estimated Value per Share by 8%, Plans Name Change
The board of directors of Phillips Edison Grocery Center REIT I, Inc. have determined the estimated value per share of its common stock to be $11.00, as of October 5, 2017, representing an 8% increase from the previous estimated value per share of $10.20, as of March 31, 2017.
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