Professional Services Perspectives
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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
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
“Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform.” — Warren Thomas, a managing partner at ExchangeRight
Recent News
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...
How Rising Interest Rates Affect NTR Variable Rate Debt
How Rising Interest Rates Affect NTR Variable Rate Debt October 21, 2022 | James Sprow | Blue Vault Much of the variable rate debt used by nontraded REITs is tied to SOFR,...
ExchangeRight’s Full-Cycle Event Provides Investors with 6.81 to 7.63 Percent Total Annual Returns
ExchangeRight’s Full-Cycle Event Provides Investors with 6.81 to 7.63 Percent Total Annual Returns October 20, 2022 | ExchangeRight ExchangeRight, one of the nation’s...
Capital Square Acquires Multifamily Community Near Huntsville for DST Offering
Capital Square Acquires Multifamily Community Near Huntsville for DST Offering October 20, 2022 | Capital Square The acquisition is on behalf of a Delaware statutory trust...
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Strategic Capital Fund Management Expands Wireless Infrastructure Team with Key Hire
Strategic Capital Fund Management (Strategic Capital), an investment management organization focused on digital economy investments, announced that it has expanded its wireless…
American Healthcare REIT Formed Upon Completed Merger of Griffin-American Healthcare REIT III and Griffin-American Healthcare REIT IV and Acquisition of American Healthcare Investors
American Healthcare REIT, Inc. (formerly known as Griffin-American Healthcare REIT IV, Inc., or “GAHR IV”) announced today that it has completed its merger with…
ADISA Announces Winners of its ACE, Distinguished Service and President’s Awards for 2020 and 2021
ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the 2020 and 2021 winners of its A Champion of Excellence (ACE)…
Bluerock Total Income+ Real Estate Fund Surpasses $3 Billion in AUM; Delivered Highest Sharpe Ratio Among All Domestic ’40 Act Funds in the Trailing 3-Year, 5-Year, and Since Inception Periods
Bluerock Total Income+ Real Estate Fund (“TI+” or “Fund” tickers: TIPRX, TIPPX, TIPWX, TIPLX) announced the Fund surpassed $3 billion in net assets under…
Alternative Investment Exchange (AIX) Partners with InvestX
Alternative Investment Exchange (AIX) Partners with InvestX October 5, 2021 | Alternative Investment Exchange Partnership reflects a commitment to innovative alliances that help push access to alternative investments to more broker-dealers Alternative Investment...










