Professional Services Perspectives
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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
Real Estate Investors Adopt Divergent Strategies Amid Uncertainty
Real Estate Investors Adopt Divergent Strategies Amid Uncertainty Falling sentiment reiterates caution, but many see opportunity ahead. October 27, 2020 | Beth Mattson-Teig|...
Starwood Real Estate Investment Trust Updates Offering Prospectus
Starwood Real Estate Investment Trust Updates Offering Prospectus October 29, 2020 In an S-11 Preliminary Prospectus filed on October 29, 2020, Starwood Real Estate...
Homes Are Still Selling Like It’s Summer Across Much of the U.S.
Homes Are Still Selling Like It’s Summer Across Much of the U.S. • Low mortgage rates, tight supply are fueling market this fall • Affordable areas like Kansas City,...
Procaccianti Hotels Reduces Distributions for Q3 2020
Procaccianti Hotels Reduces Distributions for Q3 2020 October 28, 2020 On October 27, 2020, the board of directors (the “Board”) of Procaccianti Hotel REIT, Inc. (the...
Which sponsor of 1031 programs focuses its investments in necessity retail and healthcare properties with long-term net-leases backed by investment-grade corporations?
Which sponsor of 1031 programs focuses its investments in necessity retail and healthcare properties with long-term net-leases backed by investment-grade corporations?...
Cole Office & Industrial REIT II Merges with Griffin Capital Essential Asset REIT
James Sprow | Blue Vault | On October 29, 2020, Griffin Capital Essential Asset REIT, Inc., entered into a plan to merge with Cole Office & Industrial REIT (CCIT II),...
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Common Questions about IFCEFs
Common Questions about IFCEFs January 26, 2017 | by Beth Glavosek | Blue Vault Over the past year, Blue Vault has more closely tracked the sales of Interval Funds and nontraded Closed-End Funds (IFCEFs) and now includes their data in its research reports. The...
Deals Day: Investor snaps up Dallas office tower; Grapevine shopping center trades hands
Deals Day: Investor snaps up Dallas office tower; Grapevine shopping center trades hands Jan 23, 2017, 1:09pm CST | Candace Carlisle | Dallas Business Journal Dallas-Fort Worth ranked as the No. 2 market in the United States — behind the Austin metro — in the 38th...
A $90 Billion Debt Wave Shows Cracks in U.S. Property Boom
A $90 Billion Debt Wave Shows Cracks in U.S. Property Boom January 24, 2017, 10:18 AM EST | by Sarah Mulholland | Bloomberg A $90 billion wave of maturing commercial mortgages, leftover debt from the 2007 lending boom, is laying bare the weak links in the U.S. real...
FSI renews efforts to scrap DOL rule and push for universal standard by SEC
FSI renews efforts to scrap DOL rule and push for universal standard by SEC The trade group for independent broker-dealers will take the offensive in trying to shape the kind of fiduciary standard it believes will be advantageous for its business in the future Jan 24,...
Sierra Income Corporation Supports Impact Sales’ Acquisition of Harlow-HRK Sales & Marketing, Inc.
Sierra Income Corporation Supports Impact Sales’ Acquisition of Harlow-HRK Sales & Marketing, Inc. January 23, 2017 | Business Wire NEW YORK–(BUSINESS WIRE)–Sierra Income Corporation, a business development company that makes senior secured investments...









