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Boost Advisor Engagement on LinkedIn

With a thoughtful strategy, this platform can become a real asset for connecting with advisors, building visibility, and supporting your sales efforts in a way that’s both compliant and effective.

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Industrial Property Sector Overview

Industrial Property Sector Overview

Bluerock Industrial buildings are critical in the nation’s storage and distribution of goods. There are approximately 19 billion square feet of industrial space of all types...

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Silicon Valley, Calif., Office Vacancy Surging

Vacant office space is piling up in California’s Silicon Valley as technology companies reassess their workspace needs, The Wall Street Journal reported. Office vacancies in San Jose, Palo Alto and Sunnyvale rose to 17% in June…

Using Your CRM To Help Build Advisor Relationships

Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors.  The Purpose of...

What is Document Custody for Private Investments?

What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant documents. Private...

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