Professional Services Perspectives
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ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
In this new role, Michele will be instrumental in advancing relationships with broker-dealers, RIAs, custodial platforms, and other key partners.
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
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Recent News
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Capital Square’s First Opportunity Zone Fund Development Secures Long-Term Financing and Issues Special Distribution to Investors
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily…
Blackstone REIT’s Use of Interest Rate Derivatives to Protect Against Interest Rate Increases
As of June 30, 2022, Blackstone REIT had $29.8 billion in variable rate loans secured by the Company’s real estate. The REIT…
SmartStop Self Storage REIT, Inc. Recognized as Top Individual Performer in the Summer 2022 Issue of THE IPA/STANGER MONITOR
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company, announced…
Peachtree launches 1031 Exchange DST program
Peachtree Group has named Tim Witt as president of the company’s newly launched 1031 Exchange Delaware Statutory…
SS&C Acquires Tier1’s CRM Business
SS&C Acquires Tier1’s CRM Business August 23, 2022 | SS&C SS&C Technologies Holdings, Inc. announced it has acquired the sell-side Tier1 CRM business and related assets from Tier1 Financial Solutions in an all-cash transaction. Tier1 CRM is a leading...
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