Professional Services Perspectives
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Headlines
Urban Catalyst Breaks Ground on Aquino, a Premier Multifamily Development in Downtown West San Jose
Aquino is among the first major projects to advance under San Jose’s Multifamily Housing Incentive Program, which the City Council approved in December to spur housing production.
Bluerock Value Exchange Fully Subscribes $66 Million Class A Multifamily DST in Tampa Florida
Bluerock reported that it has sponsored more than $2.8 billion in full-cycle and on-going 1031 exchange programs.
Nontraded BDCs Raise Record Capital, Expand Yield in Q2
The nontraded BDC industry experienced a third consecutive quarter of growth in Q2 while generating robust total returns through the first half of the year.
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients
The partnership represents a significant milestone for the asset manager as it seeks to build a globally scaled platform focused on middle-market opportunities.
Recent News
ShopOne Announces CEO Transition
ShopOne Centers ShopOne Centers REIT Inc. (“ShopOne” or the “Company”), a vertically integrated U.S. shopping center investor, manager and operator, today announced that...
The Importance of Consistent Communication in Financial Advisor Relationships
Cherie Fournier | Marketing Intent In the world of alternative investments, visibility is key. However, staying consistently in front of financial advisors is a challenge...
Blue Vault Performance Page Update
These Interval Fund and Tender Offer Fund Individual Performance Pages (IPPs) are now available for Blue Vault members to view on the Blue Vault website. Newly added IPPs...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend
XA Investments XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.085 per share of the Trust’s common...
John Hancock Closed-End Funds Declare Monthly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: July 1,...
Market Conditions Impact on Full-Cycle Events
Luke Schmidt shares how market conditions impact on Full-Cycle events in this webinar...
More articles…
Converging Trends in Commercial Real Estate Markets Highlighted
A recent article by Peter Grant, who covers commercial real estate trends for the Wall Street Journal, covered a lot of territory and trends in the commercial real estate space. (See “Wall Street Is Ready to Scoop Up Commercial Real Estate on the Cheap” August 15, WSJ) Like pulling a thread from a sweater, digging into a selection of Grant’s points made in the article reveals trends in the commercial real estate market that investors and asset managers alike must pay attention to…
Return-To-Office Mandates Now Cover Nearly 2 Million Workers. Occupancy Has Barely Budged
2023 is officially the year of the return-to-office mandate, with nearly 3 million workers already under, or expected to be subject to, a new in-person work requirement in the coming months…
ExchangeRight Announces Collection of 100% of Rent Due Across Entire Net Lease AUM Inception-to-Date
All 88 of ExchangeRight’s offerings continue to meet or exceed investor distribution targets.
Hedging with Gold Has an Opportunity Cost
Judging by the number advertisements heard regularly promoting holding gold as a hedge against inflation and protection should the U.S. economy crash, one would conclude that Americans are turning to investments in gold bullion or equivalents in large numbers. The facts don’t support that conclusion. As the chart below illustrates, spot gold prices (green line) have not outperformed the stock market as represented by the S&P 500 Index (blue line) over the past six months. Plus, listed stocks pay dividends which can make up a significant portion of total returns to shareholders…
Blackstone Names Harper BREIT President While Agarwal Goes on Leave
Blackstone Inc.’s $68 billion real estate trust said its president A.J. Agarwal will go on a sabbatical for nine months and Rob Harper will fill that role…











