Professional Services Perspectives
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Investing For Grownups: Why Asset Allocation Matters
Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model of investing in stocks and bonds is not as effective as the model that endowments (think Harvard and Yale) use. Over the last 30 years, the average return in the US for someone using the 60/40 model is 8.2%, not bad. But, the Endowment Model Yale earned 13.1% over the same 30 years…
Doing More Of What Really Matters
Doing More Of What Really Matters August 23, 2023 | Marketing Intent The book, Essentialism – The...
Is Every Commercial Office Property in Trouble?
Why Not All Office Space Is Created Equal
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?
In July, Blackstone BX reported that it had surpassed $1 trillion in total assets under management during the second quarter of 2023, being the first alternative asset manager to cross that threshold. A bit of background to start: “Alternative asset management” is an umbrella term for asset managers that specialize in private market investment strategies like private equity, private debt, or real assets, or in strategies that invest in publicly traded securities in a nontraditional manner, like hedge funds or funds of funds. (I am oversimplifying a bit—there is some overlap between these groups.)
Recent News
The Fed, Interest Rates And The Good News For Commercial Real Estate
The Fed, Interest Rates And The Good News For Commercial Real Estate April 29, 2021 | Calvin Schnure | Forbes The Federal Open Market Committee left interest rates...
Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Inland Real Estate Investment Corporation...
Rents soar for millions of Americans as threat of eviction looms
Rents soar for millions of Americans as threat of eviction looms May 5, 2021 | Bloomberg News Rents are soaring in many U.S. cities as the economy rebounds, squeezing the...
Multifamily Markets Rebounded in First Quarter While Office Continued Slide
Multifamily Markets Rebounded in First Quarter While Office Continued Slide May 6, 2021 | Calvin Schnure | Nareit Multifamily markets rebounded in the first quarter with the...
Phillips Edison & Company to Pursue Public Offering and Listing of its Stock on a National Stock Exchange
Phillips Edison & Company to Pursue Public Offering and Listing of its Stock on a National Stock Exchange May 7, 2021 Phillips Edison & Company, Inc. (“PECO” or the...
Multifamily Market Has Stabilized: CBRE
Multifamily Market Has Stabilized: CBRE While the pandemic is still impacting the industry, recent data shows the overall vacancy rate rose 20 basis points, the first...
More articles…
How many new Interval Funds have pending registrations with the SEC?
How many new Interval Funds have pending registrations with the SEC? Answer: 19 Interval Funds currently have pending...
5 Calls Wholesalers Need To Start Making
5 Calls Wholesalers Need To Start Making October 2017 | Wholesaler Masterminds What are you doing between appointments? Some wholesalers are enjoying an ice cold beverage and listening to sports talk radio. And some wholesalers are wearing out their smart phone. Here...
How many Interval Funds currently manage net assets in excess of $50.0 million?
Answer: 23 Interval Funds currently report net assets in excess of $50.0 million.
Inland Private Capital Corporation and Metro Storage LLC’s Strategic Relationship Results in Purchase and Management of 42 Self-Storage Properties Across 5 States
Inland Private Capital Corporation (“IPC”) and Metro Storage LLC (“Metro”) are pleased to announce that since February of 2016, the companies, through their strategic relationship, have facilitated the purchase of 42 self-storage properties, across five states, for programs sponsored by IPC.
Report: Securitized 1031 Exchange Programs to Raise Nearly $2 Billion in 2017
Securitized 1031 programs are on pace to raise $1.80 billion this year, according to the latest industry market report issued by Mountain Dell Consulting, a market research and analytics firm focused on the securitized 1031 exchange marketplace.











