Professional Services Perspectives
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Building Strong Marketing Foundations for Alternative Investments
Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group was also shortlisted for Real Estate Manager of the Year, underscoring the firm’s growing influence and leadership in insurance for both its real estate and infrastructure strategies.
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.
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Recent News
QOZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability
Cantor Fitzgerald With the conclusion of the Qualified Opportunity Zone Program approaching, what do financial advisors and investors need to know? The Qualified Opportunity...
I Don’t Want To Pay Taxes, There Is An “Alt” For That
Fred Hubler | Forbes Typically people begin worrying about taxes as their W-2s start to come in. But, to better prepare for next year’s taxes, now is the time to...
Princeton Medspa Partners Closes $120 Million Growth Financing Official Princeton Medspa Partners Logo
Princeton Equity Group Princeton Medspa Partners (“PMP” or the “Company”), one of the leading national medspa acquisition platforms in the...
CIM Group Makes $125 Million Loan Commitment, Expandable Up To $200 Million, to Support Applied Digital’s Buildout of a High-Performance Computing Campus in Ellendale, North Dakota
CIM Group CIM Group announced today that it closed on an initial $125 million loan commitment with a potential increase up to $200 million to Applied Digital (NASDAQ: APLD)....
Inland Appoints Cathleen M. Hrtanek as Chief Operating Officer
The Inland Real Estate Group The Inland Real Estate Group, LLC (“Inland”), one of the nation’s largest commercial real estate and finance groups, announced today the...
Kevin Davis Joins XA Investments as Head of Sales & Distribution
XA Investments XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, today announced that Kevin Davis, CFP®, has...
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California Self Storage Operator Vaults to Fifth Largest Player in Canada
California-based SmartStop Self Storage REIT is expanding in Canada’s largest city, adding eight facilities in the greater Toronto area for $CA300 million…
SmartStop Adds Eight Self-Storage Facilities in the Greater Toronto Area for Approximately CAD $300 Million
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self-storage company, announced today that its affiliates, Strategic Storage Trust VI, Inc. and Strategic Growth Trust III, Inc…
How Cash Ratios Are Trending for NTRs
A recent article on S&P Capital IQ stated that the cash ratios of non-investment grade-rated companies were “squeezed further” in the first quarter of 2023. The article used the median measure of cash and equivalents as a share of total liabilities of companies rated…
ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75%
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the successful completion of its Net-Leased Preferred Equity Fund 3 (“NLPEF 3”), a fund that consistently generated 8.25%–9.75% annualized returns to investors throughout the offering’s six-year lifespan. The liquidation of NLPEF 3 marked the 32nd successful full-cycle event ExchangeRight has executed on behalf of investors out of a total 87 offerings created…
Real Estate Cap Rates and the Slow Wheels of Progress
Differences in cap rates capture the divergence that occurred between U.S. public and private real estate markets in 2022, with public real estate cap rates (REIT implied) higher than their private real estate counterparts (transaction and appraisal). As expected, the gaps between REIT implied…
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