Professional Services Perspectives
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Headlines
Partners Capital and iCapital® Expand Access to Institutional-Quality Private Equity for Wealth Managers and Their Clients
The collaboration brings an institutional-quality private equity strategy to the wealth channel, leveraging advanced technology to empower advisors and investors.
Asset Performance, Not Fundraising Defines DST Space
If your investor client’s final destination is a REIT, then the performance of the REIT’s underlying assets should dictate your DST investment decision.
Griffin Capital Executes Strategic Acquisition of a Build-to-Rent Community in Jenks, OK
Griffin Capital’s investment team is exclusively focused on the rental housing segment of the market, with strategies targeting multifamily, build-to-rent, and student housing investments.
Madison Capital Merges BlueGate Boat & RV Brand Into Go Store It Self-Storage Platform, Launches Marina Division
Madison Marinas has been established as a standalone division to manage the firm’s marina portfolio, which currently includes five assets in Florida, North Carolina and Tennessee.
Recent News
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...
KKR Says 2024 Could Be ‘Sweet Spot’ To Buy Real Estate
Jarred Schenke | Bisnow With the perception that real estate values are bottoming, one of the biggest private equity players in the industry is planning to ramp up its...
Blue Owl Capital Inc. Second Quarter 2024 Results
Blue Owl Capital Blue Owl Capital Inc. (NYSE: OWL) (“Blue Owl”) today reported its financial results for the second quarter ended June 30, 2024. “Blue Owl...
ShopOne and its JV Partners Expand Portfolio In Florida, Acquiring Two Value-Add Grocery-Anchored Shopping Centers
ShopOne ShopOne Centers REIT Inc. (“ShopOne”), together with its joint venture partners Pantheon and a leading global institutional investor, today announced the acquisition...
More articles…
US Hotel Metrics Edge Lower in Week Ended August 12
US hotel performance declined during the week ended Aug. 12, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets…
Blue Vault Begins Publishing Q2 2023 Performance Reports
Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the following nontraded REIT pages: CNL Healthcare Properties Q2 2023 Healthcare Trust Q2 2023 Highlands...
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023?
The fund’s annualized distribution rate…
Investing For Grownups: Why Asset Allocation Matters
Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model of investing in stocks and bonds is not as effective as the model that endowments (think Harvard and Yale) use. Over the last 30 years, the average return in the US for someone using the 60/40 model is 8.2%, not bad. But, the Endowment Model Yale earned 13.1% over the same 30 years…
Doing More Of What Really Matters
Doing More Of What Really Matters August 23, 2023 | Marketing Intent The book, Essentialism – The Disciplined Pursuit of Less by Greg McKeown struck a chord with us when we think about marketing for our clients. The premise of the book is to understand what’s...











