Professional Services Perspectives
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
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Recent News
Navigating The Marketing Maze Of Private Placement Offerings
Marketing Intent Launching a private placement offering, especially under Rule 506(b), presents a unique set of challenges for alternative investment sponsors. The...
CIM Group Sells 159-Unit Dallas Community
Vicentiu Fusea | Multi-Housing News Lennox at West Village Apartments, a 159-unit community in Dallas, has recently changed hands. CIM Group sold the property, according to...
Madison Capital Group Affiliate, Go Store It Self Storage, Expands Texas Footprint with Acquisition of Hill County, Texas Portfolio
Madison Capital Group Go Store It Self Storage (“GSI”), an affiliate of Madison Capital Group, has acquired a three-facility storage portfolio in Hill County, Texas, in...
506 (c) Offerings: Avoiding the Contemplation Rule
Marc Slavny | Fortitude Investment Group & the 506 (c) Working Group Rule 506(b) under Regulation D provides an exemption from registration for the issuance of...
How many full-cycle events occurred in the nontraded REIT industry in 2023?
Answer: Five full-cycle events occurred in 2023. Peakstone Realty Trust (fka Griffin Realty Trust) publicly listed in April. Griffin Capital Essential Asset REIT I...
Triton Pacific Affiliate Acquires 64-Unit KFC Portfolio in Central & Southeastern U.S.
Triton Pacific Triton Pacific Capital Partners (Triton Pacific) is pleased to announce the successful acquisition by its affiliate, Tasty Chick’n, of a 64-unit KFC...
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How REITs Hedge Variable Rate Debt
With the rise in interest rates since March 2022 when the Federal Reserve first began implementing rate hikes, nontraded REITs have faced challenges…
Q1 2023 Published Reports as of June 19
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 19 Nontraded REIT (newly published performance reports are in bold font) Apollo Realty Income Solutions Q1 2023 (limited operations) Ares Industrial Real Estate Income Trust Q1 2023 Ares Real...
StratCap Hires Bill Wolfe as Regional Vice President for its Northeast Territory
“We believe he will have an immediate impact helping advisors better understand the role of alternative investments and how they can help augment client portfolios.”
Looking Ahead: REIT Valuations Signal Lower Private Asset Values Are Coming
In a recent analysis by CBRE, one conclusion reached was that equity market ups and downs had a bigger influence on short-term REIT performance…
US Producer Inflation Subsides as Energy, Food Prices Drop
U.S. producer prices fell more than expected in May as the costs of energy goods and food declined, signaling that inflation pressures were abating throughout the…
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