Professional Services Perspectives
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CAIS Expands Alts Offering with Pershing with No Transaction Fees
It’s the second expansion of the offering following new features such as automated transactions and enhanced search and browse capabilities added last year. The collaboration began in 2020.
The Consequences of Cash
Investors may often hear that “cash is king,” but holding on to too much cash and staying out of both private and public investments may have serious repercussions on an investor’s portfolio.
Harnessing the Alts Tech Advantage
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This
contrasts with the 60/40 approach that had been the traditional investment framework utilized by
investment advisors for their clients previously…
The Real Villains of Today’s Housing Market
The tale of the housing market over the past few years, in which big Wall Street firms and greedy Airbnb investors elbowed out first-time buyers and drove up home prices, is appealing. It’s nice and tidy, with a clear delineation between good guys and bad guys. But it also misses the mark.
Recent News
Apollo Debt Solutions BDC Breaks Escrow, Raises $657 Million
Apollo Debt Solutions BDC Breaks Escrow, Raises $657 Million January 12, 2022 | Luke Schmidt | Blue Vault On January 11, 2022, Apollo Debt Solutions BDC (“ADS”), a...
Strategic Student & Senior Housing Trust, Inc. Completes Successful Sale of its Florida State University Student Housing Community
Strategic Student & Senior Housing Trust, Inc. Completes Successful Sale of its Florida State University Student Housing Community January 11, 2022 | SmartStop Asset...
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation January 11, 2022 | Business Wire CAIS, the leading alternative...
Inland Venture Partners Delivers an Estimated Average Annual Return of 52% with Manufactured Housing Community Portfolio Sale
Inland Venture Partners, LLC (“Inland Venture Partners”), the private equity real estate arm of Inland Real Estate Investment Corporation (“Inland Investments”), today...
How did listed REITs perform in 2021 compared to the S&P 500?
How did listed REITs perform in 2021 compared to the S&P 500? Answer: REITs outperformed the broader market last year, with the FTSE Nareit Equity REITs index rising 36%...
What was the annualized inception-to-date average total rate of return to Class A shareholders in Cottonwood Communities’ CWREIT through November 30, 2021?
What was the annualized inception-to-date average total rate of return to Class A shareholders in Cottonwood Communities’ CWREIT through November 30, 2021? Answer: The...
More articles…
Hines Sells Sacramento Tower for $166M
Singaporean capital has landed in the U.S. real estate market again, with a U.S. REIT listed in the Asian city-state snapping up a Class A office tower in downtown…
InvenTrust Properties Purchases Trowbridge Crossing for $11 million
On February 27, 2020, InvenTrust Properties Corp. (“the Company”) announced the purchase of Trowbridge Crossing in Sandy Springs, Georgia, for…
The Potentially Confusing Front-End Load
Front-end loads in the alternative investment industry are typically thought of as fees charged to purchase common shares in public offerings, whether they be nontraded REITs, nontraded BDCs, or interval funds.
Yield curve inversion deepens as 10-year Treasury hits all-time low
The yield on the 10-year U.S. Treasury reached an all-time low at close on Feb. 25 and has shown no signs of bouncing back as fears of the…
Self Storage Owners Go Keyless
Many self storage owner-operators are considering how Bluetooth door locks and keyless entry systems might improve customer experience. As a result, mobile phones are…









