Professional Services Perspectives
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Headlines
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
“Dunkin’ is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
There’s no denying that the current market is still challenging for property owners and their investment partners.
Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital
With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.
Recent News
Issuances in Prospect Capital Corporation Preferred Stock Offerings Exceed $500 Million Across Institutional, Registered Investment Advisor, Wirehouse, Independent Private Wealth, and International Investors
Issuances in Prospect Capital Corporation Preferred Stock Offerings Exceed $500 Million Across Institutional, Registered Investment Advisor, Wirehouse, Independent Private...
Strategic Capital Fund Management Acquires $80 Million Data Center
Strategic Capital Fund Management, LLC’s (“Strategic Capital”), data center real estate investment platform, Strategic Datasphere, LLC (“Datasphere”), has completed the...
How Economic Risk Factors Influence CRE
How Economic Risk Factors Influence CRE January 31, 2022 | Marcus & Millichap John Chang, Senior Vice President, Director Research Services for Marcus & Millichap...
Warehouse Space Is the Latest Thing Being Hoarded
Warehouse Space Is the Latest Thing Being Hoarded February 1, 2022 | Miranda S. Spivack | NY Times As retailers and logistics companies try to stockpile goods to hedge...
Rent Inflation Shows That Landlords Have the Upper Hand Again
Rent Inflation Shows That Landlords Have the Upper Hand Again February 1, 2022 | James Sprow | Blue Vault The Federal Reserve’s rate hikes could add to upward pressure on...
Sealy & Company Celebrates Monumental 75th Year In Business by Posting Multiple Record Milestones In 2021
Since its founding in 1946 by J. Pollard Sealy, Sr., Sealy & Company has grown into a fully-integrated commercial real estate investment and operating company. As a...
More articles…
CRE’s Potential Winners and Losers in a Virus-Hit World
It may not be fair, but even pandemics tend to benefit some people and segments of society while devastating others. The Black Death, for example, led to higher wages for…
Virus Response Shutters 55% of U.S. Retail Space
The coronavirus response has snared American retailers in an unprecedented crisis, with more than three-fifths of the nation’s stores now sitting dark amid mandatory business closures…
LTC’s Simpson: COVID-19 Could Drive Private Equity Investors Away from Skilled Nursing
Private equity dollars have driven the conversation in skilled nursing over the last few years, as the publicly traded real estate investment trusts (REITs) looked to cut their…
SEC Adopts Reforms for BDCs and Closed-End Funds
On April 8, 2020, the SEC voted to adopt rule amendments to implement certain provisions relating to business development companies (“BDCs”) and other closed-end funds. The new rules…
5 New Sponsors Choose Altigo to Automate Investments Into Their Alternative Offerings
Altigo, a straight through processing platform from WealthForge, allows advisors and brokers to digitally subscribe clients to alternative investments. WealthForge is now adding offerings…











