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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Beyond Thought Leadership: Differentiating Your Firm With Practice Management
Marketing Intent In the world of alternative investments, establishing your firm as a thought leader is undoubtedly valuable. Thought leadership helps you build credibility...
Office Sector Questions Are Beginning to Find Answers
Lynn Giles | Globest For the office sector, 2023 left lingering questions amid record underperformance in vacancy and net absorption. While there still may be a long way to...
Inland Boosts MHC Allocation: Acquires 107-Site RV Park in Salem, Oregon
Inland Real Estate Inland Real Estate Acquisitions, LLC (“IREA” or “Inland Acquisitions”) announced today that it negotiated and closed the purchase of a 4-Star...
Blackstone REIT’s Easing Share Redemption Requests Seen as Positive for Nontraded Funds
Mark Heschmeyer | CoStar News The announcement by Blackstone’s nontraded real estate investment trust that it was able to redeem all share repurchase requests it got in a...
Watch: ExchangeRight’s Resilient Performance in 2023
ExchangeRight WATCH HERE ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced that despite the ongoing...
Eagle Point Institutional Inc. Fund Reports December 2023 Financial Results, Increases Annualized Distributions To 9.0% And Announces Total Net Annual Return Of 12.3%
Eagle Point Credit Management Eagle Point Credit Management LLC (“Eagle Point” or the “Adviser”), a specialist credit asset manager with over $9.1 billion of assets under...
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Will Office Occupancies Ever Return to Pre-Pandemic Levels? [Subscriber Exclusive]
“Many employers are eager for pre-pandemic, in-office operations to resume, but many workers remain reluctant to return…
US Hotel Occupancy Rates Up in Week Ended March 11
U.S. hotel industry metrics improved during the week ended March 11, boosted by spring break travelers, according to STR, which tracks…
Amid U.S. Banking Crisis, CRE Has Interest Rate Hikes Top Of Mind
The dust hasn’t yet settled from the implosions of Silicon Valley Bank and Signature Bank, but that hasn’t obscured…
Blackstone’s BREIT Records Its Biggest Advance in 6 Months
Blackstone Real Estate Income Trust Inc., the Blackstone Inc. fund for affluent individual investors, reported its biggest monthly…
A volatile and unpredictable market
A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was sub 2%, the consumer price index (CPI) year-over-year had steadily been climbing (7.9% in Feb....
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