Professional Services Perspectives
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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
Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing
Five Questions with Ryan Detrick: Navigating U.S. Markets
“Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors.” — Ryan Detrick
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Recent News
Advisor, Rick Murphy: Alts Concerns in Current Economic Environment
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP, Berthel Fisher) describes some concerns for advisors...
Blackstone’s Profit Falters as Rising Rates Chill Dealmaking
Blackstone’s Profit Falters as Rising Rates Chill Dealmaking October 20, 2022 | Dawn Lim | Bloomberg Blackstone Inc.’s third-quarter profit faltered as wild markets and...
Fed Says Economy Grew Modestly But Recession Worry Dims Outlook
Fed Says Economy Grew Modestly But Recession Worry Dims Outlook October 19, 2022 | Steve Matthews | Bloomberg The Federal Reserve sounded a note of caution on the US...
Rate Caps Costs Soar Even Higher
Rate Caps Costs Soar Even Higher October 17, 2022 | Erik Sherman | GlobeSt.com In late May of this year, the signs were already rising with the dry hot sun of interest rate...
Logistics real estate market moderating, but rents going higher
Logistics real estate market moderating, but rents going higher October 19, 2022 | Todd Maiden | Freight Waves Logistics real estate operator Prologis Inc. pulled in 2022...
U.S. existing home sales slide again in September
U.S. existing home sales slide again in September October 20, 2022 | Dan Burns & Paul Simao |Reuters U.S. existing home sales dropped for an eighth straight month in...
More articles…
CNL Healthcare Obtains $150M Term Loan A
CNL Healthcare Properties Inc. disclosed that on Sept. 24 the company entered into a new $150 million senior unsecured term loan A that is co-terminus…
Commercial Real Estate Research
Marcus & Millichap’s research services division is dedicated to providing clients with cutting-edge market research and innovative insights. They produce research…
Phillips Edison & Company’s Listing on Nasdaq
Phillips Edison & Company, Inc. (“PECO”) is an internally-managed real estate investment trust (“REIT”) that is one of the nation’s largest owners and operators of…
Among the 70 common stock share classes currently being offered by nontraded REITs, how many have annual distribution or shareholder servicing fees that are deducted from distributions?
Among the 70 common stock share classes currently being offered by nontraded REITs, how many have annual distribution or…
Do You Know Which Real Estate Sector Had the Best Price Growth
Watch this video about the 3 property types with the best price growth, featuring John Chang, Senior Vice President, Director Research Services for Marcus & Millichap…
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