Professional Services Perspectives
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How many additional interval funds were in operations as of December 31, 2023, compared to December 31, 2022?
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Strategy Is Nothing Without Implementation
By collaborating with a third party like us, you gain access to a broader range of expertise and resources, ensuring that your strategy is not just a document but a dynamic, actionable plan leading to measurable success.
The Rate Cuts Are Coming! The Rate Cuts Are Coming!
We now have ample hands, multiple lanterns, and still can’t find the correct path – the rate cuts are coming, it’s just a question of whether…
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.
Recent News
Continuously Offered Nontraded REITs Maintain Positive Returns in May
Continuously Offered Nontraded REITs Maintain Positive Returns in May June 30, 2022 | James Sprow | Blue Vault Eleven of the thirteen continuously offered non traded REIT...
As Housing Demand Softens, Could Building Prices Finally Peak?
As Housing Demand Softens, Could Building Prices Finally Peak? June 28, 2022 | Paul Bergeron | GlobeSt.com Given rising interest rates, housing demand is slowing, according...
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced...
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022?
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022? Answer:...
Thoughts About Effects of Rising Interest Rates on CRE NAVs and Cap Rates
Thoughts About Effects of Rising Interest Rates on CRE NAVs and Cap Rates June 29, 2022 | James Sprow | Blue Vault In this discussion, we focus on the effects of rising...
Treasury bond yields near peak as Fed hikes rates, recession fears grow
Treasury bond yields near peak as Fed hikes rates, recession fears grow June 28, 2022 | Brian Scheid | S&P Market Intelligence The growing likelihood of a recession has...
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RPT Realty Announces Formation of New Net Lease Retail Real Estate Platform with Sovereign Wealth Fund GIC, Zimmer and Monarch
NEW YORK, March 04, 2021 (GLOBE NEWSWIRE) — RPT Realty (NYSE: RPT) (“RPT” or the “Company”), a publicly traded real estate investment trust that owns and operates a…
STR: US Weekly Hotel Occupancy Decreases for First Time Since January
U.S. weekly hotel occupancy dipped slightly from the previous week, according to STR‘s latest data through Feb. 27…
Dollar Tree Is Opening a Pandemic Store Format
Dollar Tree plans to open hundreds of new “combination stores” as part of the retailer’s push to continue to be a one-stop shop for consumers looking to…
Recent Total Returns to Continuously Offered Nontraded REITs
Most nontraded REITs with continuous offerings have reported their total returns for January 2021. For the ten nontraded REITs that have reported total returns for…
JLL Income Property Trust Acquires Southeast Phoenix Distribution Center
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than $3.5 billion in portfolio assets…










