Professional Services Perspectives
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Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
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Recent News
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Go Store It Self Storage Go Store It Self Storage, an affiliate of Madison Capital Group, has acquired a modern 54,565-square-foot self-storage facility at 500 Scarboro Lane...
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight Watch Now ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors have fully...
LRT Company Fully Subscribes Nearly $17 Million DST Offering of 50-Year Ground Lease in Orlando, Fla. Suburb
LRT Company LRT Company, an opportunistic development firm and sponsor of Section 1031 investment offerings, announced today that it has fully subscribed its Regulation D...
KKR: Fundraising from Wealth Channel Accelerates
David Bodamer | WealthManagement.com Alternative asset manager KKR & Co. reported growing momentum in its investment funds aimed at retail investors and advisor clients...
Blackstone Reportedly In Talks To Acquire $2B Retail REIT
Emily Wishingrad | Bisnow Blackstone is eyeing an acquisition of San Diego-based Retail Opportunity Investments Corp., Reuters reported, citing anonymous sources. ...
The Challenge Of Finding The Right Marketing Talent For Alternative Investment Sponsors
Marketing Intent In the fast-paced and highly specialized field of alternative investments, finding the right marketing talent can be a formidable challenge. The unique...
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Manageable debt, quality assets cushion US public office REITs against headwinds
Public office REITs had total debt of $81.69 billion as of the end of the second quarter, 87.8% of which has a fixed rate, according to S&P Global Market Intelligence data.
SmartStop Opens New Self-Storage Facility in San Gabriel, California
“We are excited to announce the opening of our newest self-storage facility in the San Gabriel Valley,” said H. Michael Schwartz, Chairman and CEO of SmartStop.
7 Top SEC Exam Priorities for 2024
The Securities and Exchange Commission has released its 2024 examination priorities to inform investors and registrants of the key risks, exam topics and priorities that the division plans to focus on in the upcoming year…
Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion
Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5 billion in total transactions.
Cantor Fitzgerald Infrastructure Fund Announces Third Quarter 2023 Distribution
The Fund’s investment objective is to maximize total return, with an emphasis on current income, while seeking to invest in issuers that are helping to address certain United Nations Sustainable Goals through their products and services.
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