Professional Services Perspectives
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Headlines
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
Michelle Thomas: CNB Custody’s Role with Cryptocurrencies
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, Michelle Thomas (CNB Custody) describes their role in managing cryptocurrencies for...
Advisor, Nick Donaldson: On Ramps & Off Ramps
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, advisor, Nick Donaldson (Investment Fiduciary Planners) explains the most difficult...
Advisor, Nick Donaldson: What is an Appropriate Allocation?
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, advisor Nick Donaldson (Investment Fiduciary Planners) describes how he handles the...
John Denza: De-centralized Finance vs. Centralized Finance
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, John Denza (ErisX) explains the key differences between centralized and de-centralized...
StratCap Adds New Executive to its Data Center Team
StratCap announced today the addition of Jake Wagner to its data center real estate team (StratCap Data Centers) as Senior Vice President of Acquisitions. The move further...
John Denza: Air-Gapped Concept
In this video clip from the webinar, Cryptocurrency in IRAs: An Easy Solution, John Denza (ErisX) explains the concept of...
More articles…
Inside the V(ALT), with Miguel Sosa of Bluerock
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Miguel Sosa: Institutional Real Estate Performance
In this clip from Inside the V(ALT), Miguel Sosa considers the performance of institutional real estate vs. fixed income if current trends follow historical market environments.
Miguel Sosa: Equities vs. Real Estate
In this clip from Inside the V(ALT), Miguel Sosa talks about the impact of real estate on average annualized return in the three challenging environments investors face today.
Miguel Sosa: The Risk/Reward Imbalance
In this clip from Inside the V(ALT), Miguel Sosa covers how the current interest rate environment has skewed the risk-reward potential of fixed-income securities.
Family Offices Continue to Increase CRE Allocations
Family offices control a staggering amount of wealth globally, and they have a strong appetite for commercial real estate. And although a growing number of private equity funds and…







