Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
How Cash Ratios Are Trending for NTRs
A recent article on S&P Capital IQ stated that the cash ratios of non-investment grade-rated companies were “squeezed further” in the first quarter of 2023. The article used the median measure of cash and equivalents as a share of total liabilities of companies rated…
ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75%
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the successful completion of its Net-Leased Preferred Equity Fund 3 (“NLPEF 3”), a fund that consistently generated 8.25%–9.75% annualized returns to investors throughout the offering’s six-year lifespan. The liquidation of NLPEF 3 marked the 32nd successful full-cycle event ExchangeRight has executed on behalf of investors out of a total 87 offerings created…
Real Estate Cap Rates and the Slow Wheels of Progress
Differences in cap rates capture the divergence that occurred between U.S. public and private real estate markets in 2022, with public real estate cap rates (REIT implied) higher than their private real estate counterparts (transaction and appraisal). As expected, the gaps between REIT implied…
Q1 2023 Published Reports as of June 23
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 23 Nontraded REIT (newly...
Recent News
Leitbox Storage Fund – Properly Positioned, Perfectly Timed
Leitbox Storage Fund – Properly Positioned, Perfectly Timed October 26, 2020 | James Sprow | Blue Vault Blue Vault recently spoke with the team at Leitbox Portfolio Partners...
Feast or Famine: Pandemic changes recipe for restaurant real estate
Feast or Famine: Pandemic Changes Recipe for Restaurant Real Estate October 22, 2020 | Tom Yeatts and Michael O’Connor | S&P Global Market Intelligence The spate...
The Majority of Companies Will Keep Remote Work Policies
The Majority of Companies Will Keep Remote Work Policies Following the pandemic, 64% of companies plan to increase remote work policies and 32% of companies will decrease...
Rents Plummet on Urban Apartments
Rents Plummet on Urban Apartments The COVID-19 pandemic has driven renters to seek more space and cheaper rents in the suburbs. October 21, 2020 | Bendix Anderson | National...
U.S. single-family homebuilding, permits surge to more than 13-year high
U.S. single-family homebuilding, permits surge to more than 13-year high October 20, 2020 | Lucia Mutikani | Reuters WASHINGTON (Reuters) – U.S. single-family...
Jones Lang LaSalle Income Property Trust Delivers Positive Q3 2020 Returns
Jones Lang LaSalle Income Property Trust Delivers Positive Q3 2020 Returns October 23, 2020 In a letter to shareholders dated October 19, 2020, Jones Lang LaSalle Income...
More articles…
Foundation for Financial Planning Names New Chair, Appoints Three New Trustees (Trisha Miller)
Foundation for Financial Planning Names New Chair, Appoints Three New Trustees (Trisha Miller) Kenneth (Kacy) Gott, CFP®, Assumes Chair; Lazetta Rainey Braxton, MBA, CFP®, Ben Harrison, and Trisha Miller Join Its Board January 5, 2017, 10:11 ET | Foundation for...
Former ARCP accounting officer Lisa McAlister expected to testify at ex-CFO Brian Block’s securities fraud trial
Former ARCP accounting officer Lisa McAlister expected to testify at ex-CFO Brian Block’s securities fraud trial Both resigned in the wake of the accounting scandal that rocked Nicholas Schorsch’s real estate empire January 11, 2017 @ 11:29 am | Bruce...
Chamber of Commerce calls on Trump to delay DOL fiduciary rule
Chamber of Commerce calls on Trump to delay DOL fiduciary rule The business interest group would like the new administration to halt and then replace the regulation that requires advisers act in the best interests of clients in retirement accounts January 11, 2017 @...
RIAs could be ultimate winners if DOL fiduciary rule is repealed or delayed
RIAs could be ultimate winners if DOL fiduciary rule is repealed or delayed Differentiating themselves from brokers would be easier now that debate has raised investor awareness of the role of a fiduciary January 11, 2017@ 12:42 pm| Jeff Benjamin | InvestmentNews.com ...
Carter Validus Mission Critical REIT II, Inc. Acquires 153,000-Square-Foot Data Center
Carter Validus Mission Critical REIT II, Inc. Acquires 153,000-Square-Foot Data Center January 10, 2017 05:26 PM Eastern Standard Time TAMPA, Fla.–(BUSINESS WIRE)–Carter Validus Mission Critical REIT II, Inc. (“CVMC REIT II”) acquired the Andover Data...










