Professional Services Perspectives
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The Essential Income REIT Achieves 9.91%–10.54% Tax-Equivalent Yields on 2023 Distributions
Joshua Ungerecht, a managing partner at ExchangeRight, shared that the Essential Income REIT’s consistently strong tax-equivalent yields have made it an attractive offering for retired investors looking for tax-advantaged income.
Not Just for Advisors: Industry is All In at Alts Summit 2024
Attending Alts Summit 2024 will give you all the tools and connections you need to truly maximize the benefits alts can have in your practice.
Which continuously offered nontraded REIT offered the highest distribution yield on its Class I shares as of January 31, 2024?
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TradeBacked appoints Jason Harris as VP of Sales, Capital Markets
Jason Harris began his career in the financial services industry in 2007. He has held series 7, 63, and 65 securities licenses.
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Bridging the Digital Divide with Intelligent Document Processing
Bridging the Digital Divide with Intelligent Document Processing April 14, 2022 | SS&C Artificial Intelligence has stepped up to the front line of real-world problem...
What was the total assets held by nontraded REITs as of December 31, 2021?
What was the total assets held by nontraded REITs as of December 31, 2021? Answer: $185.1...
March 2022 Reported Nontraded REIT Sales Up 27.2% from February
James Sprow | Blue Vault | Blue Vault received March 2022 sales totals for ten nontraded REIT program offerings as of April 12, 2022. Sales reported by those ten NTRs...
Inside the V(ALT), with StratCap
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Jim Condon: StratCap’s Focus on NAV Growth
In this clip from Inside the V(ALT), Jim Condon talks about structuring products to facilitate NAV growth. Click here to watch the full...
Pat Miller: StratCap’s Areas of Focus
In this clip from Inside the V(ALT), Pat Miller talks about StratCap’s three main areas of focus. Click here to watch the full...
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Advisors are Failing Their Best Investors When it Comes to Alternative Investments
Advisors are Failing Their Best Investors When it Comes to Alternative Investments August 20, 2020 | Ryan Gunn | WealthForge High net worth investors come with different investing preferences and a broader set of investment options than the average client. For...
There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments
There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments August 25, 2020 | Ryan Gunn | WealthForge When investors think of investments outside of stocks and bonds, often the first thing that comes to mind is real estate. Real estate...
Sustained Growth Through the Downturn: View Our Latest Corporate Overview
We are pleased to present the newest version of our Corporate Overview, representing our latest performance figures and track record information for the highly diversified…
Bill Leitner: Self Storage vs. Other Business Opportunities
In this clip, Bill Leitner (Leitbox Storage Partners) compares self-storage’s performance to other asset classes.
Strategic Capital Fund Management Continues Its Expansion with Chief Financial Officer Hire
COSTA MESA, Calif.–(BUSINESS WIRE)–Strategic Capital Fund Management, an alternative investment product sponsor, is announcing that it has…
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