Professional Services Perspectives
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Headlines
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Recent News
Trend following and the diversification potential of positive skew
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Inflation playbook – Managing through an inflation cycle April 26, 2023 | MercerInsight Community Speed read • After the 2021-2022 inflation shock, we enter 2023 with...
Don’t Be Held Hostage By PowerPoint
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Peakstone Webcast Fails to Buoy Stock Price
Peakstone Webcast Fails to Buoy Stock Price April 26, 2023 | James Sprow | Blue Vault On Thursday, April 20, after markets closed for its newly listed common stock (NYSE:...
Which listed REIT that issues nontraded preferred stock invests primarily in farm land?
Which listed REIT that issues nontraded preferred stock invests primarily in farm land? Answer: Gladstone Land (NYSE: LAND) is a REIT that currently owns 169 farms comprised...
Wall Street Journal Reports Home Prices Rose in February for First Time Since June 2022
Wall Street Journal Reports Home Prices Rose in February for First Time Since June 2022 April 25, 2023 | Wall Street Journal Home prices rose in February from the prior...
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Marcus & Millichap Research Brief: Office Market
Tech hiring reiterates decentralization. Over the past decade, the tech industry expanded beyond the traditional hubs of the Bay Area…
Ashford Securities Surpasses $100 Million Capital Raise Milestone for its First Investment Product
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), and managing broker-dealer for…
May 16: SEC’s NTR and BDC 10-Q Deadline
Today, May 16, is the SEC filing deadline for Q1 2022 Nontraded REIT and BDC 10-Q reports. Blue Vault anticipates posting the quarter’s first individual performance page PDFs on May 26, 2022. Blue Vault is your source for fact-based performance information on...
Five New Interval Fund Individual Performance Page PDFs Available
Five New Interval Fund Individual Performance Page PDFs Available The following Interval Fund individual performance page pdfs are now available: • City National Rochdale Select Strategies Fund January 31, 2022 • Invesco Senior Loan Fund February 28, 2022 • Palmer...
Capital Square Names VP of Marketing
Capital Square has promoted Sydney Hockaday to vice president of marketing, the Henrico County-based real estate investment firm…










