Professional Services Perspectives
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Austin: Cottonwood Group Backs BillionToOne Expansion with $105M Construction Loan
Upon completion, the facility is projected to support up to 1,000 new jobs in the region.
CIM Real Assets & Credit Fund Announces Monthly Dividends
Based on current estimates, the Fund expects a portion of the distributions to be a return of capital.
J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.
Recent News
Rising Interest Rates a Boon for Blackstone BDC, Interval Fund Investors
Rising Interest Rates a Boon for Blackstone BDC, Interval Fund Investors August 8, 2023 | Johnathan Rickman | Blue Vault As interest rates continue to rise, investors in...
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina August 3, 2023 | Capital Square Capital Square, one of the...
Investors Looking To Seize On Depressed Property Valuations Create New Crop Of REITs National
Bianca Barragán | Bisnow It may seem like an odd time to launch a new commercial property venture, with interest rates at a 22-year high and valuations of...
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey August 2, 2023 | Inside Self Storage SmartStop Self Storage REIT Inc., a self-managed...
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers August 2, 2023 | John Sciarretti | Novogradac Qualified opportunity funds (QOFs) tracked by...
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault...
More articles…
Four Ways To Communicate With Clients Amid Market Volatility
Four Ways To Communicate With Clients Amid Market Volatility August 2, 2022 | Abby Salameh, Chief Marketing Officer, CAIS & Head of CAIS IQ | Forbes If you’ve been paying attention to the news lately, you’ve probably heard the word “recession” being thrown around....
Recession and Resilience: Looking to Leading Indicators
Recession and Resilience: Looking to Leading Indicators August 5, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS The Fed continues navigating what appears to be an ever-finer line between a hard and soft landing for the U.S. economy. We look past the...
Cherie Fournier: Results of the Cerulli/Blue Vault Alts Survey as an Educational Tool
In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors are Adapting, Cherie Fournier…
Daniil Shapiro: Development & Deployment of the Cerulli/Blue Vault Alts Survey
In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli)…
Cantor Fitzgerald and BH Acquire Multifamily Asset in Lenexa, Kansas
“We are excited to add Kansas City to our growing national portfolio with the purchase of West End at City Center,” said Matt Keefer, Managing Director at Cantor Fitzgerald.











