Professional Services Perspectives
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‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.
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
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Josh Ungerecht: Caution for Advisors
In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) cautions advisors in the midst of this current economic...
Josh Ungerecht: Break the Back of Demand
In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) takes a macro view of what it will take to get the...
Gladstone Commercial Corporation Announces Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022 Earnings Release and Conference Call Dates
Gladstone Commercial Corporation (Nasdaq:GOOD) (the “Company”) announced today that its board of directors declared cash distributions for the months of October,...
REITs Fell Sharply Along with Broader Markets in September
REITs Fell Sharply Along with Broader Markets in September October 7, 2022 | John Barwick | Nareit In September, REITs and stocks posted their worst monthly performance...
US Hotel Performance Weakens in Week Ended Oct. 1 – STR EXTRA
US Hotel Performance Weakens in Week Ended Oct. 1 – STR EXTRA October 7, 2022 | S&P Global Market Intelligence Performance metrics for the U.S. hotel industry weakened...
Traffic Down At Grocery-Anchored Centers As Inflation Changes Shopping Patterns
Traffic Down At Grocery-Anchored Centers As Inflation Changes Shopping Patterns October 5, 2022 | Olivia Lueckemeyer | Bisnow “If you have the right grocer anchoring your...
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Student housing survives pandemic and investment returns
The pandemic can’t keep student housing down. In fact, it may even be graduating to a new era as college students…
Preferred Capital Securities CEO and President Purchase Firm from Founders
Preferred Capital Securities LLC, an independent managing broker-dealer, has been sold via a management buyout. Financial terms of…
What has been the average capital raised by the last four ExchangeRight Net Leased DST Portfolios?
Answer: ExchangeRight’s Net Leased DST Portfolios 46 thru 49 have raised an average of $38.3 million each…
August 2021 Nontraded REIT Sales Reveal Strong Y-O-Y Rebound
Blue Vault received August sales totals for 10 effective nontraded REIT program offerings as of September 10, 2021. Sales reported by those 10 NTRs totaled…
Moody National REIT II Reports on Impact of COVID-19 Pandemic
On September 8, 2021, Moody National REIT II, Inc. distributed to financial advisors, and posted on the Company’s website, a video statement from…
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