Professional Services Perspectives
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XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend
XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration.
John Hancock Closed-End Funds Declare Monthly Distributions
The John Hancock closed-end funds listed below declared their monthly distributions today as follows…
Market Conditions Impact on Full-Cycle Events
Luke Schmidt shares how market conditions impact on Full-Cycle events in this webinar...
Custom Benchmarks Help Compare Full-Cycle Events
Luke Schmidt shares how custom benchmarks help compare Full-Cycle events in this webinar...
Recent News
Marcus & Millichap Research Brief: Self-Storage
Marcus & Millichap Research Brief: Self-Storage June 7, 2022 | Marcus & Millichap Some pandemic-era demand drivers exhibit staying power. An abrupt switch by most...
Why REITs Should Be a Core Piece of Your Investing Strategy
Why REITs Should Be a Core Piece of Your Investing Strategy June 7, 2022 | Sachin Jhangiani | Global Banking & Finance Review The latest figures show inflation at 8.5%,...
Preferred Apartment Communities, Inc. Announces Adjournment of Special Meeting of Stockholders Until June 17, 2022
Preferred Apartment Communities, Inc. Announces Adjournment of Special Meeting of Stockholders Until June 17, 2022 June 7, 2022 | Preferred Apartment Communities, Inc....
Bloomberg Features Marcus & Millichap CEO Hessam Nadji
Bloomberg Features Marcus & Millichap CEO Hessam Nadji May 25, 2022 | Marcus & Millichap The forces driving real estate and the role the Fed will continue to...
Inside the V(ALT), with Urban Catalyst
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New BDC Entrants
In this video clip from the Blue Vault: 2021 Alternative Investment Industry webinar, Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses new BDC entrants and...
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Phillips Edison & Company Reinstates Monthly Distribution, to Launch a Tender Offer
Phillips Edison & Company, Inc. (“PECO” or the “Company”), an internally-managed real estate investment trust (“REIT”) and one of the nation’s largest owners and…
Inside the V(ALT), with Bill Robbins of WealthForge
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Clip: Advisors’ Biggest Complaint
In this clip, Bill Robbins and Stacy Chitty talk about the downside of manual, paper-based processes.
Clip: WealthForge’s Altigo vs. Competitors
In this clip, Bill Robbins and Stacy Chitty explore how Altigo differentiates itself from competitors.
Clip: Recent Progress of WealthForge
In this clip, Bill Robbins and Stacy Chitty cover how the current work-from-home environment drives home the necessity for a better way of doing business.











