Professional Services Perspectives
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Marketing and Sales: Bridging the Gap
When marketing and sales are in sync, the results speak for themselves.
Sanjay Sharma to Lead SEI’s International Business
Continued business evolution underlines strategic focus on accelerating international growth.
How many new nontraded BDCs have launched so far this year?
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ExchangeRight’s $41 Million All-Cash 12 DST Fully Subscribed, Fueling Essential Income REIT Pipeline
Net-Leased All-Cash 12 DST is a closed offering and is not accepting new investors.
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Go Store It Self Storage Announces Grand Opening of New 777-Unit Facility in Opa-locka, Florida
Madison Capital Group Go Store It Self Storage (GSI), an affiliate of Madison Capital Group Holdings, has opened its latest state-of-the-art facility in Opa-locka, Fla....
How many additional interval funds were in operations as of December 31, 2023, compared to December 31, 2022?
Answer: There were 91 active interval funds as of December 31, 2023 compared to 79 active interval funds as of December 31, 2022, a net increase of 12...
Strategy Is Nothing Without Implementation
Marketing Intent Marketing strategy frequently commands the spotlight, captivating attention with its promise of forward-thinking innovation and a roadmap for success. It...
The Rate Cuts Are Coming! The Rate Cuts Are Coming!
Erik Conrad | InCommercial Property Group The fog of conflicting economic data reminds me of an observation a colleague once shared with me – there is no difference between...
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
Rob Burgess | Wealth Management AssetMark is acquiring $12 billion in assets by taking over the Morningstar Wealth Turnkey Asset Management Platform, the companies announced...
John Hancock Investment Management Launches a Multi Asset Credit Interval Fund with Manulife | CQS Investment Management
John Hancock Investment Management John Hancock Investment Management, a company of Manulife Investment Management, announced today that it has launched John Hancock Multi...
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Investors Looking To Seize On Depressed Property Valuations Create New Crop Of REITs National
It may seem like an odd time to launch a new commercial property venture, with interest rates at a 22-year high and valuations of basically every property type dropping, but a fresh wave of nontraded REITs has arrived to take advantage of those very same conditions…
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey
SmartStop Self Storage REIT Inc., a self-managed real estate investment trust, is sponsoring the plane for Flight for Hope, a round-the-world journey by Callum Wallace to raise awareness and funds for the nonprofit Home Suite Hope and other charities. An advisor at real estate firm Engel & Völkers Oakville, Wallace is the fourth Canadian to attempt the challenge, according to a press release….
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Qualified opportunity funds (QOFs) tracked by Novogradac reported raising $2.01 billion in equity over the first six months of 2023, including $1.33 billion during the second quarter of the year. Equity reported by QOFs tracked by Novogradac reached a cumulative $36.10 billion as of June 30, 2023. Novogradac is tracking 1,731 QOFs, of which 1,330 report a specific amount raised…
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault Minute.
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault Minute.
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