Professional Services Perspectives
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Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an essential part of investor relations. The ease and speed with which an investor...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
In New York and London, owners of gleaming office towers are walking away from their debt rather than pouring good money after bad. The landlords of downtown San Francisco’s largest mall have abandoned it. A new Hong Kong skyscraper is only a quarter leased…
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...
Recent News
W.P. Carey Inc. Reports 2020 Third Quarter Results
W.P. Carey Inc. Reports 2020 Third Quarter Results October 30, 2020 | SEC W.P. Carey Inc. (NYSE: WPC) the sponsor of several nontraded REIT programs, announced its third...
Strategic Data Center’s Syndicated Credit Facility Expands
COSTA MESA, Calif.–(BUSINESS WIRE)–Strategic Data Center Fund Manager, LLC (“Strategic Data Center” or the “Company”), a subsidiary of Strategic Capital Fund...
Cole Nontraded REITs Extend Go-Shop Periods in Merger Agreements
Cole Nontraded REITs Extend Go-Shop Periods in Merger Agreements October 30, 2020 | SEC Cole Credit Property Trust V, Inc. and Cole Office & Industrial REIT II, Inc....
Research Brief: Gross Domestic Product
Research Brief: Gross Domestic Product Economy Grows at the Fastest Pace in Postwar Era in Third Quarter October 2020 | Marcus & Millichap U.S. records strongest...
Nuveen Real Estate CIO Carly Tripp: “It’s Definitely a Good Time to Potentially Add Real Estate to Your Portfolio”
Nuveen Real Estate CIO Carly Tripp: “It’s Definitely a Good Time to Potentially Add Real Estate to Your Portfolio” Tripp discusses why investors should be looking at more...
What to Know About How Self-Directed IRAs Can Be Used to Invest in Real Estate
What to Know About How Self-Directed IRAs Can Be Used to Invest in Real Estate Self-directed IRAs, unlike the traditional kind, can open up the possibility of buying real...
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Blue Vault’s first Interval Fund and Nontraded CEF Review is now available online!
Blue Vault’s Interval Fund and Nontraded CEF Review covers both interval funds and nontraded closed-end funds (CEFs). Strategies of these funds can range from real estate to hedge funds, so research on investment strategy is very important for this diverse set of...
“Usually change is good, and that’s a good thing…”
“Usually change is good, and that’s a good thing…” Blue Vault’s 3rd Annual Summit January 30, 2017 | Stacy Chitty | Blue Vault Blue Vault’s 3rd annual educational Summit will be held March 13-15. The purpose of the meeting is to give leading alternative...
Which nontraded REIT had the most cash and equivalents on its balance sheet as of September 30, 2016?
Which nontraded REIT had the most cash and equivalents on its balance sheet as of September 30, 2016? Answer: InvenTrust with $578.7 million Recent News from InvenTrust InvenTrust Snaps Up $73M Retail Asset in San Diego Metro InvenTrust Properties Welcomes New SVP...
REITs Ramp Up Year-End Buying Activity
REITs Ramp Up Year-End Buying Activity Property Acquisitions in December 2016 by REITs Already Top December 2015 by 30% with More Deals Still to be Reported January 18, 2017 | by Mark Heschmeyer | CoStar Real estate investment trusts, both public and non-traded, began...
SEC could step up if DoL fiduciary rule is overturned, FINRA CEO says
SEC could step up if DoL fiduciary rule is overturned, FINRA CEO says January 23 2017, 9:56pm EST | Chelsea Emery | FinancialPlanning The SEC has been authorized to craft its own fiduciary standard under the 2010 Dodd-Frank Act. However, the regulator has yet to act....











