Professional Services Perspectives
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Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.
Inland Appoints Jovan Marconi as Chief Information Officer
In this role, Mr. Marconi is responsible for developing and implementing the IT strategy, including application development; data management; AI practices; cybersecurity; and the evolution of the technology infrastructure for Inland.
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Situated on over four acres, Go Store It Oak Ridge has 515 storage units and is currently 91% leased. Its prime location along S Illinois Avenue, a bustling seven-lane thoroughfare with a daily traffic count of 26,857 vehicles, provides high visibility and accessibility.
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight All-Cash 3 DST ’s exit strategy aims to provide investors with a tax-deferred cash-out refinance option in addition to the ability to complete a 1031 exchange, 721 exchange, cash out, or a combination of these options.
Recent News
According to the recent white paper by Cerulli Associates in partnership with Blue Vault, what was the total assets in Nontraded REITs, Interval Funds, Nontraded BDCs and Tender Offer Funds in 2021?
According to the recent white paper by Cerulli Associates in partnership with Blue Vault, what was the total assets in Nontraded REITs, Interval Funds, Nontraded BDCs and...
Marcus & Millichap Video: Investor Sentiment Survey Insights
Marcus & Millichap Video: Investor Sentiment Survey Insights September 6, 2022 | Marcus & Millichap In this video, John Chang (Senior VP, Director Research Services...
Marcus & Millichap Special Report: Self-Storage National Report 3Q 2022
Marcus & Millichap Special Report: Self-Storage National Report 3Q 2022 September 6, 2022 | Marcus & Millichap Self-Storage Properties Attract Broadening Range of...
Phoenix American Releases White Paper on Operational and Strategic Considerations for Investment Fund Managers in Uncertain Economic Times
Phoenix American Releases White Paper on Operational and Strategic Considerations for Investment Fund Managers in Uncertain Economic Times September 2, 2022 | Phoenix...
Assessing the Corporate Property Associates 18 – Global Merger
Assessing the Corporate Property Associates 18 – Global Merger September 6, 2022 | James Sprow | Blue Vault The merger of Corporate Property Associates 18 – Global (“CPA...
Q2 2022 REIT & BDC Individual Performance Page Update
Q2 2022 REIT & BDC Individual Performance Page Update The following Q2 2022 Nontraded REIT pages are now available (newly added pages are in bold font): NTR -Blackstone...
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Griffin Institutional Access Real Estate Fund Extends Positive Performance
Griffin Capital Company, LLC announced today that in July 2021 Griffin Institutional Access Real Estate Fund (the “Fund”) generated its…
Grocery Stores Remain Essential, Perform Strongly with In-Person and Online Sales
Prior to 2020, Americans found themselves with extra disposable income and many consumers shifted spending habits to purchase premium, organic and all-natural branded foods, helping the industry grow.
Which investment processing technology reduces subscription order entry to as little as 20 minutes?
nswer: Altigo provides investment processing technology for financial professionals and was developed by regulatory compliance experts…
Griffin-American Healthcare REITs to Vote on Merger
Griffin-American Healthcare REIT III Inc. will hold a special meeting of stockholders and Griffin-American Healthcare REIT IV Inc. will hold an annual meeting…
Cottonwood Communities Reports Monthly NAV Per Share of $11.79
Cottonwood Communities, Inc. (“Cottonwood Communities”), a publicly registered non-traded real estate investment trust…








