Professional Services Perspectives
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Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
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GT Voice: Blackstone warning liquidity crunch deserves due attention
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ExchangeRight Fully Subscribes Latest DST Designed For Recession Resilience
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Gladstone Commercial Provides a Business Update
Gladstone Commercial Corporation (NASDAQ:GOOD) (“we” or “Gladstone Commercial”) is a real estate investment trust (“REIT”)…
Issuances in Prospect Capital Corporation Preferred Stock Offerings Exceed $450 Million Across Institutional, Registered Investment Advisor, Wirehouse, and Independent Private Wealth Investors
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) announced today that Prospect’s preferred stock offerings…
Which nontraded REITs owned student housing properties as of September 30, 2021?
Which nontraded REITs owned student housing properties as of June 30, 2021?
How much capital did ExchangeRight raise via 11 DST programs through September 30, 2021?
How much capital did ExchangeRight raise via 11 DST programs through September 30, 2021?
Blackstone REIT Declares December Distributions
On December 30, 2021, Blackstone Real Estate Income Trust, Inc. (the “Company”) declared distributions for each class of its common stock in the amount…
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