Professional Services Perspectives
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NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Emma Skedgel Joins SEI’s Defined Contribution Team
Appointment reinforces commitment to client service, better member outcomes.
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
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Gold Leaf Farming LP Investment Overview [pdf]
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Gold Leaf Farming Firm Overview [PDF]
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Rethinking Marketing To Advisors: A Tailored Approach
Marketing Intent In the competitive landscape of alternative investments, are you marketing to all advisors with a one-size-fits-all approach? If yes, it’s time to rethink...
Cantor Fitzgerald and Harbor Group International Expand Relationship with Joint Venture to Acquire Westchester Multifamily Community
Cantor Fitzgerald A joint venture between affiliates of Cantor Fitzgerald L.P. (“Cantor Fitzgerald”), a globally recognized financial services and real estate...
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John Trevor: Issue Causing Problems with Billing
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing…
Richard Hillson: Focus on Education
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) explains how important education is in the alts industry…
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the continuously offered nontraded REIT programs reported increases in their respective net asset...
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in Atlanta…
Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Broker-dealers are cautiously adding alternative products to their platforms as advisor interest grows…
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