Professional Services Perspectives
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Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
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Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Advisors Want Alts. Here’s How Broker-Dealers Pick Them November 28, 2022 | Sam Del Rowe | Financial Advisor IQ Broker-dealers are cautiously adding alternative products to...
Vestech Selects Altigo to Power its Alts Program
Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its...
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital November 30, 2022 | ExchangeRight ExchangeRight, one of the...
Schorsch SPAC fails to get off the ground
Schorsch SPAC fails to get off the ground November 17, 2022 | Bruce Kelley | InvestmentNews.com The Nicholas Schorsch-backed SPAC — the leisure...
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest November 28, 2022 | Buck Wargo | WealthManagement.com In an environment of...
ADISA Publishes A Guide to DST 1031 Best Practices (2022)
ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment...
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How to Avoid These 3 Pitfalls of Digital Transformation
How to Avoid These 3 Pitfalls of Digital Transformation December 3, 2021 | Karen Astley | SS&C The pressure to create efficiencies along with the pace of quickly evolving new technologies—including process automation and RPA to reduce human effort and artificial...
The Fifth Generation of Self-Storage
It’s hardly a secret that self-storage companies have performed well over the last year. For example, Public Storage, the owner of…
Legacy Partners, Griffin Capital Open Tampa Community
National real estate firm Legacy Partners and alternative asset manager Griffin Capital have opened the 228-unit Legacy Encore…
Which nontraded REIT declared bankruptcy on June 30, 2021?
Which nontraded REIT declared bankruptcy on June 30, 2021?
How Was Commercial Real Estate Sales Activity in 2021?
Watch as John Chang, Senior Vice President, Director Research Services for Marcus & Millichap, takes a look back on CRE sales…
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