Professional Services Perspectives
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Headlines
Capitalizing on Data Center Expansion: The Evolving Risk Profile
Corporate and private investors are increasingly capitalizing on demand for AI services by investing in data centers.
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
Recent News
QOFs Tracked by Novogradac Continue on Pace for $10 Billion Year
QOFs Tracked by Novogradac Continue on Pace for $10 Billion Year October 18, 2022 | Michael Novogradac | Novogradac Qualified opportunity funds (QOFs) tracked by Novogradac...
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 October 24, 2022 | Prospect Capital...
Nontraded REIT Offerings Report Positive Average Returns for 29th Consecutive Month
Nontraded REIT Offerings Report Positive Average Returns for 29th Consecutive Month October 25, 2022 | James Sprow | Blue Vault While the total monthly returns on both the...
Marketing Intent: Optimizing Your LinkedIn Profile
Marketing Intent: Optimizing Your LinkedIn Profile October 25, 2022 | Marketing Intent You may have noticed that we at Marketing Intent have been using LinkedIn a lot more...
Interesting Trends in Nontraded REIT Debt
Interesting Trends in Nontraded REIT Debt October 25, 2022 | James Sprow | Blue Vault As expected with the economy-wide rise in interest rates, the weighted average interest...
Advisor, Rick Murphy: The Best Way to Use Alts in a Client’s Portfolio
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP for Berthel Fisher) discusses the best way to include alts...
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How much capital has the Inland Real Estate Group of Companies raised for their 784 sponsored real estate programs in the Group’s history?
How much capital has the Inland Real Estate Group of Companies raised for their 784 sponsored real estate programs in the…
Inland Private Capital Corporation Delivers Investor Liquidity, 166% Total Return with Fort Collins Multifamily Property Portfolio Sale
As of the date of the sale, Miramont Apartments was 95.71 percent leased and Pinecone Apartments was 96.41 percent leased.
Fed increasing LIBOR scrutiny as finish line nears
Financial institutions’ transition efforts away from the London Interbank Offered Rate (LIBOR) will be intensely scrutinized by the Federal Reserve as the expiration…
Capital Square 1031 Acquires Age-Restricted Manufactured Housing Community in Popular Retirement Destination on Florida’s Gulf Coast
The acquisition is on behalf of a Delaware statutory trust investment offering that seeks to raise $56.7 million in equity from accredited investors…
Nontraded REITs Have Raised Over $20B This Year And Are Shifting CRE Market Dynamics
Tens of billions of dollars are being raised this year by some of the biggest investment firms in real estate into nontraded REITs, a rapidly growing segment of funds that are shifting…










