Professional Services Perspectives
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Nate Oltmans: Alts Challenges in 2023
In this BV Minute, Nate Oltmans gives an advisor’s perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share
We recently caught up with Alliance 160’s Amanda Teeple to discover ways that institutional alternatives offerings can be packaged for RIA firms, broker-dealers and family offices. Alliance 160, a strategic consultancy that provides critical support for institutional alts managers seeking to develop products that adhere to compliance guidelines for the independent broker-dealer (IBD) and Registered Investment Advisor (RIA) channels, sees intensifying growth opportunities.
Interval Funds: The Growing Market That’s Turning Advisors on to Alts
As economic uncertainty continues to tame investment expectations, the market for interval funds and tender offer funds has grown into a fierce, $133 billion industry, 1 raising over $25 billion in capital last year alone. Interval funds are an increasingly popular allocation because they solve some of the structural and regulatory limitations associated with private funds while offering the potential to generate higher total returns…
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets
US public pensions have boosted their exposure to private equity to $622 billion, the highest in at least two decades, as part of a push for higher investment returns, according to a new report by the Equable Institute…
Recent News
Distressed Commercial-Property Sales Seen Surpassing Last Crisis
Distressed Commercial-Property Sales Seen Surpassing Last Crisis › CoStar forecasts $126 billion in distressed deals by 2022 › About $321 billion in sales seen by 2025 as...
Hartman Short Term Income Properties XX Announces $11.16 NAV
Hartman Short Term Income Properties XX Announces $11.16 NAV December 15, 2020 On December 10, 2020, the board of directors of Hartman Short Term Income Properties XX, Inc.,...
Phillips Edison & Co. Increases Tender Offer to 17,400,000 Shares
Phillips Edison & Co. Increases Tender Offer to 17,400,000 Shares December 14, 2020 The nontraded REIT announced on November 10, 2020, a tender offer for 4,500,000...
Multifamily Investors Are Ending 2020 on a Brisk Buying Clip
Multifamily Investors Are Ending 2020 on a Brisk Buying Clip Tired of waiting for discounts, investors have come off the sideline to snap up assets in a year-end rush of...
More Multifamily Loans Showing Signs of Vacancy Distress
More Multifamily Loans Showing Signs of Vacancy Distress Even trophy assets can have troubled loans. December 14, 2020 | Les Shaver | GlobeSt.com Located at 8 Spruce Street...
Digital Infrastructure as an Investment Class
Digital Infrastructure as an Investment Class December 15, 2020 Digital infrastructure broadly refers to the real assets that keep us all connected. Data centers, cell...
More articles…
Carey Watermark Announces $10.80 NAV Per Share
Carey Watermark Announces $10.80 NAV Per Share April 18, 2017 | by James Sprow | Blue Vault Carey Watermark Investors Incorporated announced April 12, that its estimated net asset value (“NAV”) as of December 31, 2016, has been determined to be approximately...
Are Retail Stocks and Mall REITs a Value Play?
Are Retail Stocks and Mall REITs a Value Play? April 13, 2017 | by Debbie Carlson | U.S. News Retail stocks and the mall and shopping center real-estate investment trusts have been hit hard by investors worried about the impact of online shopping on both retailers and...
Crowdfunding—a Viable Source of Capital?
Crowdfunding—a Viable Source of Capital? April 14, 2017 | by Beth Glavosek | Blue Vault In October 2015, the U.S. Securities and Exchange Commission (SEC) adopted final rules to permit companies to offer and sell securities through “crowdfunding.” Mary Jo White, SEC...
Which has more impact on the average rate of return for a stockholder in a nontraded REIT, assuming an eight-year holding period, an elimination of acquisition fees of 1.00% or a reduction of asset management fees of 0.20%?
Which has more impact on the average rate of return for a stockholder in a nontraded REIT, assuming an eight-year holding period, an elimination of acquisition fees of 1.00% or a reduction of asset management fees of 0.20%? Answer: The reduction in asset management...
FS Investments Closes on More Than $1.7 Billion of Middle Market Commitments in the Fourth Quarter
FS Investments Closes on More Than $1.7 Billion of Middle Market Commitments in the Fourth Quarter April 10, 2017 | FS Investments PHILADELPHIA, April 10, 2017 /PRNewswire/ — FS Investments, a leading alternative investment manager and the largest manager of...










