Professional Services Perspectives
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Empowering Investors: Fostering Loyalty Through Investor Relations
Six key areas of investor relations outreach serve to empower investors with the knowledge and perspective they need understand and appreciate the performance of fund management.
BNY Mellon’s Pershing Launches a New Suite of Products on its Wove Platform
Wove Investor, a one-stop client portal that enables investors to view account info across multiple custodians, and use self-service features to quickly complete simple tasks on their own, such as check balances across all investment accounts, on a single interface.
GTIS Partners Acquires Lot at Hardeeville Commerce Park in Savannah MSA
Acquiring this site positions GTIS to profit from the Port of Savannah’s continued volume growth fueled by drivers including the area’s…
The Power Of Graphics In Alternative Investments Marketing
Our team, seasoned in the art and science of marketing within the financial sector, excels at this translation. We understand the nuances of alternative investments and how to distill this information into infographics and visuals that resonate.
Recent News
Video: Capital Markets Update with Mitchell Sabshon Cap Rates & Transaction Volumes
Video: Capital Markets Update with Mitchell Sabshon Cap Rates & Transaction Volumes June 2, 2022 | Inland Real Estate Investment Corporation In this video, Mitchell...
iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen
iCapital Market Pulse: Parsing credit risk as rates rise and spreads widen June 2, 2022 | Anastasia Amoroso | iCapital Anxiety about potential credit defaults has risen on...
Is Real Estate A Safe House?
Is Real Estate A Safe House? June 1, 2022 | George Yacik | Financial Advisor With inflation running at its hottest pace since the 1980s, the Federal Reserve raising interest...
Research Video: How The Pandemic Impacted CRE Property Types
Research Video: How The Pandemic Impacted CRE Property Types May 31, 2022 | Marcus & Millichap In this video, John Chang, Senior VP, Director Research Services for...
UMB: Areas of Focus
In this video clip, Amy Small explains the main areas of focus for UMB during her panel discussion at Alts Week 2022. Watch more from Alts Week 2022...
The Interesting Effects of Changes in Discount Rates and Cap Rate Assumptions on NAVs
The Interesting Effects of Changes in Discount Rates and Cap Rate Assumptions on NAVs May 31, 2022 | James Sprow | Blue Vault A recent article on the differences in...
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Bill Robbins: Recent Progress of WealthForge
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Inside the V(ALT), with Ben Aitkenhead of Pacific Oak Capital Advisors
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Clip: Risks of Single Family Rental
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy consider the impact of two factors on the Single Family Rental sector.
Clip: What is Single Family Rental?
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy examine the evolution of the Single Family Rental sector.
Clip: Who is Pacific Oak Capital Advisors?
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy talk about Pacific Oak Capital Advisors’ flagship offering and the build out of a new platform.









