Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
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…
Recent News
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),...
ExchangeRight’s Broker-Dealer & RIA Relations Team Welcomes David Flamm
ExchangeRight’s Broker-Dealer & RIA Relations Team Welcomes David Flamm October 22, 2020 PASADENA, Calif. – ExchangeRight is pleased to announce the appointment of...
CIM Income NAV Declares Distributions for October
James Sprow | Blue Vault | On October 28, 2020, the Board of Directors (the “Board”) of CIM Income NAV, Inc. (the “Company”) authorized a distribution for the month of...
Which continuously offered nontraded REIT has raised approximately $1.7 billion of its $5.0 billion offering and recently raised its NAVs per share by approximately $0.03 per share as of September 30, 2020?
Which continuously offered nontraded REIT has raised approximately $1.7 billion of its $5.0 billion offering and recently raised its NAVs per share by approximately $0.03...
More articles…
How many assets under management do effective interval funds have?
How many assets under management do effective interval funds have? Answer: There are 20 effective interval funds with $9.2 billion under management. Learn more about our Interval Fund and Nontraded CEF Review by clicking the button below. Click...
Blackstone Real Estate Income Trust Acquires Hyatt Place UC Davis Hotel
The hotel has 127 total rooms with an average daily rate in 2016 of $158 and a Rev/PAR of $131.
2016 Sees Surge In Demand For Data Centers
2016 Sees Surge In Demand For Data Centers CHICAGO—And 2017 should see even more growth, as both the public and corporations flock to the cloud. January 20, 2017 | by BRIAN J. ROGAL | GlobeSt.com CHICAGO—The demand for data center space intensified throughout 2016,...
CNL Attorney to Speak at Corporate Governance Seminar
CNL Attorney to Speak at Corporate Governance Seminar Deputy general counsel to speak about record management and privacy issues January 23, 2017 14:29 ET | CNL Financial Group Orlando, Jan. 23, 2017 (GLOBE NEWSWIRE) — Erin Gray, deputy general counsel of...
Is Trump a threat to the fiduciary rule?
Is Trump a threat to the fiduciary rule? The financial services industry has spent months preparing for April 10 Jan 23, 2017 1:08 p.m. ET | by Robert Powell | MarketWatch While the Labor Department’s fiduciary rule is scheduled to take effect April 10, some experts...







