Professional Services Perspectives
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Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
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Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023 November 21, 2022 | Prospect Capital...
Who are the major net lease tenants for ExchangeRight’s Net Lease Portfolio 56 DST program that recently raised $132 million?
Who are the major net lease tenants for ExchangeRight’s Net Lease Portfolio 56 DST program that recently raised $132 million? Answer: The offering contains 33...
Richard Hillson: Furthering the Cause of Alts at the Blue Vault 2023 Summit
In this video clip, Richard Hillson (Hillson Consulting) explains why he thinks attending the 2023 Blue Vault Bowman Alts Summit is so very...
Greg Mausz: 506(c) Usage Improving Through Best Practices
In this video clip from the panel webinar, 506(c) Best Practices – Part 2, Greg Mausz (Skyway Capital Markets) describes how the use of 506(c) is improving through...
Deborah Froling: Fatal Flaw in 506(b)
In this video clip from the panel webinar, 506(c) Best Practices – Part 2, Deborah Froling (Kutak Rock, LLP) describes a fatal flaw in 506(b) that is often...
Darryl Steinhause: 6 Ways to Verify Investor Accreditation
In this video clip from the panel webinar, 506(c) Best Practices: Part 2, Darryl Steinhause (DLA Piper) explains the 6 ways to verify investor accreditation set forth by the...
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October 2021 Nontraded REIT Sales Up 342% Since February Low Point
Sales reported by those ten NTRs totaled $420.8 million, down 3.7% from $437.0 million in September, but up 248% from the $169.9 million in sales in October 2020.
Parking REIT Changes Name to Mobile Infrastructure Corporation
The Parking REIT, Inc. (the “Company”) announced today that it has changed its name to “Mobile Infrastructure…
Pacific Oak Urges Stockholders to Reject Comrit Tender Offer
In a November 15, 2021, letter to stockholders, the board of Pacific Oak Strategic Opportunity REIT urged stockholders…
Blackstone Secures $1.1B Refi on Sun Belt Multifamily Portfolio
Blackstone’s real estate investing arm is following up its record third quarter with a massive refinancing package…
CIM Group Sells Portfolio of Four Data Center Assets
The portfolio assets comprise more than 560,000 square feet of well-located data center space offering abundant fiber connectivity in leading data center markets in the U.S.
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