Professional Services Perspectives
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Leitbox – ‘All-Time Highs’ – Warning
While this boom may seem like a response to housing demands, it could lead to an oversupply in the market, especially if economic conditions change or if the actual demand for these new apartments fails to meet projections.
Morningstar To Use iCapital to Help Advisors Access Alternatives
The goal is to bring the same kind of unbiased evaluation of alternative investments as Morningstar brought to mutual funds, and help advisors “see” the investments working inside the client’s total portfolio.
CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
CAIS Live intends to organize up to 100 events nationwide per year, reaching over 15,000 independent advisors,” said Matt Brown, Founder and CEO of CAIS.
Blackstone and Brookfield Real Estate Income Trusts Post Their Worst Annual Performances
Brookfield REIT showed a wider negative return of 6.7%, which a review of its results show is its first annual loss since its start in 2019.
Recent News
Q1 Market Commentary and Looking Forward to the Remainder of 2022
Q1 Market Commentary and Looking Forward to the Remainder of 2022 March 11, 2022 | James Sprow | Blue Vault On Thursday of the Bowman/Blue Vault 2022 Alts Week, our keynote...
Issuances in Prospect Capital Corporation Preferred Stock Offerings Exceed $550 Million Across Institutional, Registered Investment Advisor, Wirehouse, Independent Private Wealth, and International Investors
Issuances in Prospect Capital Corporation Preferred Stock Offerings Exceed $550 Million Across Institutional, Registered Investment Advisor, Wirehouse, Independent Private...
Housing: A Marcus & Millichap Research Brief
Housing: A Marcus & Millichap Research Brief March 11, 2022 | Marcus & Millichap Mortgage Rate Swell Has Yet to Extinguish Hot Home Prices Owners display a...
2022 U.S. Self-Storage Investment Forecast
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Apollo Provides $212M Refi for Brookfield’s DreamWorks Animation Studios
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Despite Near-term Public Market Headwinds, REIT and Commercial Real Estate Outlook Remains Positive
Despite Near-term Public Market Headwinds, REIT and Commercial Real Estate Outlook Remains Positive March 7, 2022 | JLL REIT M&A volume soared to $140 billion in 2021,...
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Alternative Investment Industry Leader AIX Launches with Independent Financial Partners (IFP) as Independent Broker-Dealer Client
Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives…
As COVID-19 closes doors, what’s in store for retail?
The economic shock caused by the COVID-19 pandemic and ensuing lockdown has resulted in nationwide store closures, leaving investors to wonder if this novel coronavirus will be…
Orion merges with Brinker Capital to form $40 billion TAMP
Orion Advisor Solutions is merging with competing turnkey asset management platform Brinker Capital to create an investment management firm and technology provider with…
Capital raise for the nontraded REIT industry totaled approximately $6.7 billion in the first quarter of 2020, marking the highest quarterly sales total in the history of the industry. How many consecutive quarters has the nontraded REIT industry seen its capital raise increase?
Answer: The first quarter capital raise of $6.7 billion marked the tenth consecutive quarter of increased capital raise since…
How many properties did Blackstone Real Estate Income Trust acquire in the first quarter of 2020, and how does that compare to the rest of the nontraded REIT industry?
Answer: Blackstone acquired 104 properties in the first quarter for a total purchase price of approximately $2.7 billion. This accounts for…











