Professional Services Perspectives
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What is the difference between mutual funds and interval funds?
Answer: Mutual funds require daily liquidity, while interval funds can hold private credit or private equity, offering investors higher returns without daily redemption pressure.
Jackie Wilke’s Post-Takeover Update
“Join me at Alts Summit 2025 to discuss exactly how elite professionals are getting 2030 ready with their marketing.” — Jackie Wilke
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
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Recent News
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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Keppel Pacific Oak US REIT Adds $105 Million to Asset Base with Two Office Properties in Nashville and Denver
Pacific Oak Capital Advisors, LLC, the asset manager for Keppel Pacific Oak US REIT (KORE), an office REIT listed…
Capital Square Promotes Shari Sears to Executive Vice President & Cozie Sawyer to REIT Controller
Capital Square, a national investment sponsor specializing in tax-advantaged real estate, announced today that is has promoted Shari Sears to…
According to Strategic Capital Fund Management, owners of investments in cell towers, data centers and other assets in the digital communication industry, how many connected “internet of things” devices are expected to exist by 2025?
Answer: The company projects 200 billion devices connected to the internet by 2025, up from 2 billion in 2006…
Snackable (and Genuine) Learning With ‘Netflix Magic’ Could Change Wealth Management
In 2019, the people behind CAIS, a $13 billion alternative investments platform founded a decade earlier, were not totally satisfied…
There’s Amazon and Then There’s Everyone Else in Industrial
Of the ten largest industrial projects underway in the US this year, Amazon accounts for eight of them, with a total footprint of 28.3 million square feet—an area about the size of…
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