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
How many single family homes did NexPoint’s VineBrook Homes Trust, Inc., a private REIT, own as of March 1, 2021?
How many single family homes did NexPoint’s VineBrook Homes Trust, Inc., a private REIT, own as of March 1, 2021? Answer: VineBrook Homes Trust, Inc. owned 13,000+...
Micro Trends: Conversation with JLL on Growth in Life Sciences Real Estate
Micro Trends: Conversation with JLL on Growth in Life Sciences Real Estate April 14, 2021 | Mortgage Bankers Association Newslink Interest in life sciences real estate has...
Cottonwood Communities Reports Preferred Offering Status
Cottonwood Communities Reports Preferred Offering Status April 13, 2021 On November 8, 2019, Cottonwood Communities, Inc. launched a best-efforts private placement offering...
Multifamily Rents Jump in March, Post Strong Quarter
Multifamily Rents Jump in March, Post Strong Quarter Lifestyle apartments also showed signs of improvement. April 8, 2021 | Les Shaver | GlobeSt.com Average...
Which self storage nontraded REIT closed a merger on March 17, 2021, acquiring 24 self storage facilities in nine states comprising approximately 18,000 storage units and approximately 2.0 million net rentable square feet?
Which self storage nontraded REIT closed a merger on March 17, 2021, acquiring 24 self storage facilities in nine states comprising approximately 18,000 storage units and...
US Hotel Occupancy Remains Flat in Week Ended April 3 – STR
US Hotel Occupancy Remains Flat in Week Ended April 3 – STR U.S. hotel occupancy in the week ended April 3 stayed flat from the week prior at 57.9%, according to STR, which...
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Nontraded BDC Review, Q2 2017 Available Now!
September 8, 2017 The Q2 2017 Nontraded BDC Industry Review Report and Individual Reports are Now Available! You may access these reports by clicking on “Subscriber-Only Research“, “Nontraded Business Development Companies”, then “BDC...
What was the average yield for the 19 nontraded BDCs in the Q2 2017 Blue Vault BDC Industry Review?
What was the average yield for the 19 nontraded BDCs in the Q2 2017 Blue Vault BDC Industry Review? Answer: 7.24%...
What Retail Concepts Will Thrive In 2017 And Beyond
What Retail Concepts Will Thrive In 2017 And Beyond September 6, 2017 | Jennifer LeClaire | GlobeSt.com MIAMI—Some retailers are struggling. Others are thriving. Where do we go from here? You can still read parts one and two of this series: Why Shopping Centers Are...
Sierra Income Corp. BDC Crosses $1B in Total Investments
Sierra Income Corp. BDC Crosses $1B in Total Investments September 6, 2017 | ABL Advisor Sierra Income Corporation, a non-traded business development company investing in middle market companies, announced it invested more than $220 million in the first half of 2017,...
Emergency Preparedness: Some Best Practices for Property Managers
As we saw last week with Hurricane Harvey and now with Irma headed toward south Florida, Mother Nature can be relentless. When it comes to protecting property – whether personal or business-related – having a current emergency preparedness plan in place helps preserve human life and minimize damage as much as possible.
When it comes to protecting commercial real estate (CRE), property managers usually have the responsibility for preparing emergency plans. Such plans protect the safety of employees who work in the buildings as well as the buildings themselves as much as possible.









