Professional Services Perspectives
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Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
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ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
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Alternative Investment Conferences In 2025: Maximizing Impact With Strategic Planning
Marketing Intent As we head into the fourth quarter of 2024, now is the perfect time to start preparing for the many alternative investment conferences of the 2025 season....
How much have the weighted average interest rates on nontraded REIT debt increased over the past year?
Answer: The nontraded REIT industry average of weighted average interest rates on outstanding debt has increased from 5.63% (Q1 2023) to 6.05% (Q1 2024). Over the same time...
Madison Capital Group Secures $34.3 Million Financing for Luxury Multifamily Development in the Research Triangle
Madison Capital Group Madison Capital Group has closed $34,265,000 in financing for the development of Madison Aquiline, a luxury garden-style multifamily community located...
ExchangeRight Adds Nick Johnson as Senior Vice President of the Mid-Pacific Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has expanded its...
Madison Capital Group Promotes Rebecca Levell to Executive Managing Director and Development Partner
Madison Capital Group Madison Capital Group has promoted Rebecca Levell to Executive Managing Director and Development Partner for North Carolina and Virginia. Levell, who...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-10-2024
Blue Vault will publish 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and provide data for four additional REITs with limited operations. These twenty...
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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.
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
“Dunkin’ is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
There’s no denying that the current market is still challenging for property owners and their investment partners.
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