Professional Services Perspectives
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Blue Gate Boat & RV Storage Acquires a Premier Outdoor RV and Boat Storage Facility in Chesapeake, Va.
An affiliate company of Madison Capital Group, Blue Gate was formed to capitalize on the growing demand for high-quality boat and RV storage solutions, focusing on the development, ownership and management of these specialized facilities.
New ER Share Class Introduced for ExchangeRight’s Essential Income REIT
The acquisitions enabled by ER shares’ capital raise are anticipated to enhance the Essential Income REIT’s diversification, Adjusted Funds From Operations, and long-term investment capital from DST investors who complete a tax-deferred 721 exchange into the REIT….
If Not 60/40, What? Managers and FAs Weigh In
To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.
An Advisor’s Guide to Elections and the Markets
YCharts’ latest guide, How Do Presidential Elections Impact The Market? answers the most commonly asked questions that financial advisors hear from clients during an election year.
Recent News
Blackstone Real Estate Income Trust Completes $3.7 Billion Acquisition of Resource REIT
Blackstone Real Estate Income Trust Completes $3.7 Billion Acquisition of Resource REIT May 19, 2022 | Blackstone Blackstone (NYSE: BX) today announced that Blackstone Real...
Does the Stock Market Have You Down? Consider These Alternative Real Estate Investments.
Does the Stock Market Have You Down? Consider These Alternative Real Estate Investments. May 19, 2022 | Matthew DiLallo | The Motley Fool Over the short term, stocks often...
UDF Executives Sentenced to Combined 20 Years in Prison
UDF Executives Sentenced to Combined 20 Years in Prison May 20, 2022 | Department of Justice U.S. Attorney’s Office Northern District of Texas Four United Development...
Centersky: Evolution of Distribution Channels
Gary Davi (Centersky) discusses how distribution options and channels have evolved in this clip from Alts Week...
iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable
iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable May 19, 2022 | Anastasia Amoroso | iCapital Investors are understandably concerned about the...
What was the merger consideration offered to Class A Common shareholders in Watermark Lodging Trust Inc. in the merger with Brookfield announced on May 6, 2022?
What was the merger consideration offered to Class A Common shareholders in Watermark Lodging Trust Inc. in the merger with Brookfield announced on May 6, 2022? Answer: The...
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Inside the V(ALT), with Dan Wagner [full episode]
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Dan Wagner: Who Uses the Section 1031 Exchange Program?
In this clip, Stacy Chitty and Dan Wagner explore the variety of investors who use the Section 1031 Exchange program.
Brian Buehler: Types of Private Equity
In this clip, Brian Buehler (President & COO, Triton Pacific Securities) and Stacy Chitty (Managing Partner, Blue Vault) look at the forms private equity may take.
Brian Buehler: What is Private Equity?
In this clip, Brian Buehler (President & COO, Triton Pacific Securities) and Stacy Chitty (Managing Partner, Blue Vault) discuss what private equity is and how it fits into a financial advisor’s practice. Click here to watch the full episode.
Dan Wagner: Impact of 2020 Election on 1031 Exchange Program
In this clip, Stacy Chitty (Managing Partner, Blue Vault) and Dan Wagner (Senior Vice President of Government Relations, The Inland Real Estate Group of Companies) consider the impact the 2020 election cycle could have on the Section 1031 Exchange program.







