Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
The 62-unit, active adult community was acquired on behalf of CS1031 Texas Active Adult Living I, DST, which seeks to raise equity from accredited investors.
Manulife John Hancock Investments Launches New Active ETF Targeting Select Value Opportunities
The launch brings Manulife John Hancock Investment’s ETF suite to a total of 17 funds with over $7.5 billion in assets under management.
SS&C Technologies integrates wealth offerings into single platform
The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.
Recent News
New REITs Proliferate in Anticipation of Further Decline in Property Values
New REITs Proliferate in Anticipation of Further Decline in Property Values July 23, 2023 | Mark Heschmeyer | CoStar News Four major investment firms have taken steps...
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15 July 20, 2023 | Muhammad Hammad Asif | S&P Market Intelligence US hotel performance improved in all three...
Nate Oltmans: Alts Challenges in 2023
In this Blue Vault Minute, Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) gives an advisor’s perspective on the challenges facing alternatives...
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share June 30, 2023 | Alternatives Watch We recently caught up with Alliance 160’s Amanda...
Interval Funds: The Growing Market That’s Turning Advisors on to Alts
Interval Funds: The Growing Market That’s Turning Advisors on to Alts July 20, 2023 | Johnathan Rickman | Blue Vault As economic uncertainty continues to tame investment...
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets July 18, 2023 | Amanda Albright | Bloomberg US public pensions have boosted their exposure to...
More articles…
For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values?
For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values? Answer: All but four of the nontraded REITs based their asset management fees on their total net asset value. The four based...
Highlighting NexPoint Diversified Real Estate Trust
NexPoint Diversified Real Estate Trust (NXDT) is an externally advised, publicly traded, diversified real estate investment trust…
Clearing Up Misconceptions about Alts
Clearing Up Misconceptions about Alts August 12, 2022 | John Rickman | WealthForge Have you ever wondered why alternative investments are called “alternative” investments? Industry insiders know that “alts” are essentially anything other than stocks, bonds, or cash....
BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences
BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences June 15, 2022 | BNY Mellon Pershing BNY Mellon’s Pershing (“Pershing”) today announced the next generation of technology...
ExchangeRight Expands Broker-Dealer and RIA Relations Team with Michele Drummond, SVP
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased to announce…











