Professional Services Perspectives
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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 ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with...
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...
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit
The long-anticipated wave of distressed CRE assets is closer to realization, with total distressed assets coming in at $64B during Q1 2023, Bloomberg reports, citing a new report by MSCI Real Assets…
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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,...
Inside the V(ALT), with Bill Robbins of WealthForge
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Clip: Advisors’ Biggest Complaint
Clip: Advisors’ Biggest Complaint In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) talk about the...
Clip: WealthForge’s Altigo vs. Competitors
Clip: WealthForge’s Altigo vs. Competitors In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) explore...
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U.S. Chamber of Commerce Appeals Judge’s DOL Fiduciary Rule Decision
U.S. Chamber of Commerce Appeals Judge’s DOL Fiduciary Rule Decision February 28, 2017 | by James Sprow | Blue Vault The retirement industry trade group that lost its court case in Texas against the Department of Labor’s fiduciary rule filed an appeal on Friday,...
Who has the highest regular distribution rate in the interval fund and nontraded CEF world?
Who has the highest regular distribution rate in the interval fund and nontraded CEF world? Answer: FS Global Credit Opportunities ADV shares have an 8.26% distribution rate, the T-shares have a 7.32%. Learn more about FS Investments on our Sponsor Focus page. Click...
Capital Square 1031 Completes Three Retail DST Offerings
Capital Square 1031 Completes Three Retail DST Offerings February 28, 2017 | Capital Square 1031 RICHMOND, Va., Feb. 28, 2017 /PRNewswire/ — Capital Square 1031 announced today that three of its Delaware statutory trust offerings, comprising five...
More good news for multifamily brokers, developers: Number of renter-dominated cities keeps growing
More good news for multifamily brokers, developers: Number of renter-dominated cities keeps growing February 23, 2017 | by Dan Rafter | REJournals.com Here is some good news for brokers and developers working in the multifamily business: In 21 U.S. cities with a...
CRE Outlook: Steady As She Grows
CRE Outlook: Steady As She Grows WASHINGTON, DC—“Steady hiring and low local unemployment levels are finally supporting higher wages and increased spending,” with positive implications for commercial property demand, says Lawrence Yun at the National Association of...
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