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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…
US Hotel Metrics Edge Lower in Week Ended August 12
US hotel performance declined during the week ended Aug. 12, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets…
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Phillips Edison & Company Presents Listing Plans to Stockholders
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Why More Investors Are Seeking Office Buildings in Secondary Markets
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Biden Tax Proposal Would Squeeze Apartment-Building Owners
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Blackstone Group to buy 66 apartment complexes in San Diego for more than $1 billion
Blackstone Group to buy 66 apartment complexes in San Diego for more than $1 billion The purchase of 5,800 units from the Conrad Prebys Foundation makes Blackstone one of...
Sila Realty acquires healthcare asset in Indianapolis market
Sila Realty acquires healthcare asset in Indianapolis market May 14, 2021 | Pam Rosacia | S&P Global Market Intelligence Sila Realty Trust Inc. purchased a roughly...
More articles…
How many new Interval Funds have launched and been declared effective by the SEC through the first three calendar quarters of 2017?
Answer: 7 new Interval Funds have been declared effective through 09/30/17.
Commercial Property Prices: Froth, or Fundamentals?
Commercial property prices have risen steadily since the beginning of the recovery from the Great Financial Crisis (GFC). Prices through September were nearly 25 percent above the level at the end of 2007, according to the value-weighted CoStar Commercial Repeat Sales Index, while prices of multifamily properties were nearly 50 percent above their end-2007 value.
What Will Be the Impact of Retail Landlords Taking a Black Friday Holiday?
Over Thanksgiving weekend, Black Friday remains the most popular day for shopping.
InvenTrust Properties Receives Notice of Unsolicited Mini-Tender Offer
InvenTrust Properties, Inc. (“InvenTrust” or the “Company”) has received notice on October 30 that Liquidity Partners Trust I, a Delaware statutory trust, filed a Tender Offer Statement on Schedule TO with the Securities and Exchange Commission (“SEC”) regarding an unsolicited mini-tender offer (the “Offer”) to purchase shares of common stock of the Company.
FINRA Disciplines Three Realty Capital Ex-Salesmen in Proxy Fraud
According to an article by Bruce Kelly in InvestmentNews on November 7, the Financial Industry Regulatory Authority Inc. (“FINRA”) on Monday, November 6, barred two former Realty Capital Securities salesmen involved in the 2015 proxy fraud that led to the eventual closing of that firm, and last week suspended a third former Realty Capital salesman for two years.
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