Professional Services Perspectives
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Headlines
Silicon Valley, Calif., Office Vacancy Surging
Vacant office space is piling up in California’s Silicon Valley as technology companies reassess their workspace needs, The Wall Street Journal reported. Office vacancies in San Jose, Palo Alto and Sunnyvale rose to 17% in June…
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small...
Recent News
Clip: Who is Pacific Oak Capital Advisors?
Clip: Who is Pacific Oak Capital Advisors? In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy talk about Pacific Oak Capital...
Ben Aitkenhead: Who is Pacific Oak Capital Advisors?
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy talk about Pacific Oak Capital Advisors’ flagship offering and the build out of a new...
Bill Robbins: Advisors’ Biggest Complaint
In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) talk about the downside of manual, paper-based...
Bill Robbins: Altigo vs. Competitors
In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) explore how Altigo differentiates itself from...
Griffin Capital Essential Asset REIT Reports 2020 Third Quarter Results
El Segundo, Calif. (November 10, 2020) – Griffin Capital Essential Asset REIT, Inc. (“GCEAR”) announced its results for the quarter ended...
Phillips Edison & Company Reinstates Monthly Distribution, to Launch a Tender Offer
Phillips Edison & Company Reinstates Monthly Distribution, to Launch a Tender Offer • Monthly distribution to resume in January 2021 at approximately $0.0283 per share,...
More articles…
As deadline looms, Trump team must delay fiduciary rule
As deadline looms, Trump team must delay fiduciary rule February 27, 2017 | by DALE BROWN | The Hill Working with a financial advisor is critical to achieving a dignified retirement. People who work with a financial advisor save more money, get better returns on...
CRE Opinion: The Irresistible Rise of Private Equity Real Estate
CRE Opinion: The Irresistible Rise of Private Equity Real Estate Private equity real estate can deliver a tangible financial return—and preserve capital—even in today’s yield-starved market. February 28, 2017 | by ARI RASTEGAR | DMagazine For high net worth investors,...
Real Estate Executives Favor Industrial, Infrastructure, Multifamily Sectors in 2017
Real Estate Executives Favor Industrial, Infrastructure, Multifamily Sectors in 2017 January 12, 2017 | REIT.com Commercial real estate executives are upbeat on industrial, infrastructure and multifamily asset classes for 2017, according to the 2017 Real Confidence...
Apple Hospitality’s Q4 2016 Earnings Call
Apple Hospitality’s Q4 2016 Earnings Call March 3, 2017 | by James Sprow | Blue Vault Apple Hospitality, a publicly traded REIT listed on the NYSE as “APLE,” held a conference call for analysts on February 28, to discuss Q4 2016 and full-year 2016 earnings. The...
Hines Global REIT Announces New Estimated NAV of $10.03
Hines Global REIT Announces New Estimated NAV of $10.03 March 1, 2017 | by James Sprow | Blue Vault In order to assist broker dealers that participated in the public offerings of Hines Global REIT, Inc. (the “Company”) in meeting their customer account statement...










