Professional Services Perspectives
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Headlines
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
Global strategic partnership will enable operational efficiency and reduce replication.
Eagle Point and Apple Bank Establish Newton Commercial Finance, a New Platform for Infrastructure Project and Equipment Financing
Newton was founded on a disciplined and selective approach to equipment finance, with a mandate centered on essential-use assets backed by strong collateral values.
ExchangeRight All-Cash 14 DST Fully Subscribed, Expanding Essential Income REIT Pipeline
Net-Leased All-Cash 14 DST is a closed offering and is not accepting new investors.
SEI Appoints Chief Revenue Officer for U.S. Private Banking Business
Langdale will oversee sales and client service.
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Recent News
How many interval funds were focused primarily on equity assets as of Q3 2023?
Answer: Only eight interval funds were focused primarily on equity assets as of Q3 2023, the same number of funds with an equity focus as of Q1...
Blackstone Agrees to Buy Tricon Residential for $3.5B, Take Company Private
Taylor Williams | Rebusiness Online Affiliates of Blackstone (NYSE: BX) have entered into an agreement to acquire Tricon Residential (NYSE: TCN) for $3.5 billion in a deal...
Leitbox – ‘All-Time Highs’ – Warning
Bill Leitner | Leitbox Storage Partners The phrase ‘all-time high’ often evokes a sense of achievement and success, particularly in the realms of economics and finance....
Morningstar To Use iCapital to Help Advisors Access Alternatives
David Bodamer | Wealth Management Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and...
CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of CAIS Live, a new alts education program which...
Blackstone and Brookfield Real Estate Income Trusts Post Their Worst Annual Performances
Andria Cheng | CoStar News Two funds controlled by a couple of the world’s largest real estate investors, Blackstone Real Estate Income Trust and Brookfield Real...
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Advisor, Kevin Best: Looking Forward to Networking with Other Advisors at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) says that he will be looking forward to networking with his fellow…
Advisor, Kevin Best: Finding New Ways to Incorporate Alts into Your Practice at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) explains that he is looking forward to learning…
Advisor, Kevin Best: Access to Sponsors at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) explains how networking with sponsors is an important…
Publicly Traded REITs vs. Non-Traded REITs: What’s the Difference?
With the equity market as volatile as ever, investors are increasingly turning to alternative assets to generate cash flow…
Arbor Report Finds Rental Housing Insulated from Economic Contraction, Risk Factors Endure
Rental housing is uniquely positioned to withstand tremendous economic headwinds. Although some observers point…
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