Professional Services Perspectives
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Headlines
Marketing & Communications as Part of Operational Due Diligence Success
Anything you can package, prepare, and organize upfront signals that you understand the due diligence process.
Ares Makes Significant U.S. Data Center Investments in Northern Virginia
Transactions underscore acceleration of Ares’ vertically integrated digital infrastructure investment capabilities.
SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation
Board appoints Independent Director Carl A. Guarino as Chairman as part of planned transition
Eagle Point Closes $30 Million Financing with Circular Services
The tailored financing reflects Eagle Point’s disciplined underwriting, focus on strong asset coverage and commitment to designing capital solutions that enhance long-term value creation for investors.
Recent News
Blue Vault Q3 2024 NTR Individual Performance Page Update
Blue Vault will publish 37 Q3 2024 Nontraded REIT Individual Performance Pages (IPPs) and provide data for four additional REITs with limited operations. These NTR IPPs are...
John Hancock Closed-End Funds December Distributions Declaration
The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: December 2, 2024 Ex Date: December 12, 2024 Record...
ExchangeRight Acquires 13 Net-Leased Properties in Sale-Leaseback Transaction with Tractor Supply
ExchangeRight has announced the acquisition of 13 net-leased properties as part of a sale-leaseback transaction with Tractor Supply. The properties collectively span more...
Blue Vault Begins Publishing Q3 2024 NTR Individual Performance Reports
Blue Vault will publish 37 Q3 2024 Nontraded REIT Individual Performance Pages (IPPs) and provide data for four additional REITs with limited operations. These eleven NTR...
Bluerock Value Exchange Launches Metro Tampa Class A Multifamily DST
Bluerock Value Exchange (BVEX), a longstanding national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced the launch of its latest...
ExchangeRight’s Essential Income REIT Stands Out Among Non-Traded REITs
ExchangeRight has announced that the Essential Income REIT was the only growth or stabilizing equity non-traded REIT (“NTR”) that was ranked in the highest grade for all...
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Pacific Oak Capital Markets Hires Elijah Davis as Senior Regional Vice President for the Four Corners Territory
Pacific Oak Capital Markets Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial services industry veteran Elijah Davis has joined the company as senior regional vice president. In his new position, Davis will be...
CIM Group Signs Sheppard Mullin to 119,217-Square-Foot Lease at City National 2CAL
CIM Group has implemented a program of capital and operational improvements at City National 2CAL…
How One Private Real Estate Firm is Attempting to Court Financial Advisors
CIM has split its wealth-focused team into three groups so that each group can pursue relationships with a particular segment of the wealth management industry, including broker/dealers, wirehouses and RIAs…
CIM Group Brings Luxury Watch Manufacturer A. Lange & Söhne to The Shops at Tribune Tower
CIM Group controls approximately 60,000 square feet of flexible retail space on Michigan Avenue with its Tribune Tower and 444 N. Michigan Ave. properties.
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.











