Professional Services Perspectives
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Headlines
Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful.
The Top Employee and Independent Broker/Dealers
This year, J.D. Power found that satisfaction among employee advisors rose 59 points between 2023 and 2024, while satisfaction among independent advisors dropped by 15 points.
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
Recent News
Adam Lotterman: Industrial Megatrends
In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Adam Lotterman (Bluerock) explains their focus on the industrial...
Adam Lotterman: Bifurcation of Office Demand
In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Adam Lotterman (Bluerock) explains the key elements to look for in the...
Liberty Street Advisors Private Shares Fund Clears $1 Billion Milestone
Liberty Street Advisors Private Shares Fund Clears $1 Billion Milestone August 9, 2022 | Liberty Street Advisors Inc. Liberty Street Advisors Inc. (“Liberty Street”), an...
Jim Sprow: Housing Outlook
In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Jim Sprow (Senior VP, Research for Blue Vault) describes the current...
Alts are rockin’ the house!
Alts are rockin’ the house! April 8, 2022 | Ryan W. Neal | Investment News While the biggest bands of the 1960s were The Beatles and The Rolling Stones, the decade also saw...
Gladstone Land Announces Second Quarter 2022 Results
Gladstone Land Announces Second Quarter 2022 Results August 9, 2022 | Gladstone Land Corporation Gladstone Land Corporation (NASDAQ:LAND) (“Gladstone Land” or...
More articles…
Nontraded REITs With Increased Net Asset Values per Share
Thirteen nontraded REITs had increased net asset values per share from those published as of December 31, 2020, to the end of Q1 2021 on March 31, 2021. One nontraded REIT…
Strategic Storage Trust VI Registers $1 Billion Public Offering
Strategic Storage Trust VI Inc., a private real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT Inc., has…
ExchangeRight Fully Subscribes Another Net-Leased DST Offering
ExchangeRight has fully subscribed its all-equity $23.77 million Net-Leased Portfolio 44 DST offering. The tenants included in the portfolio…
Which investment manager has a total of 825+ properties in its 1031-exchangeable DST portfolios that include at least three retail tenants that provide COVID-19 vaccine distribution?
Answer: ExchangeRight has several tenants, including Dollar General, CVS and Walgreens that are doing their part in the nation’s effort toward immunization…
SmartStop Self Storage REIT, Inc. Acquires Self Storage Facility in Riverside, California
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company…










