Blog - Page 100 of 309

June 27, 2023

May 2023 Reported Nontraded REIT Sales Up 11.3% from April 2023

Blue Vault received April 2023 sales totals for ten nontraded REIT program offerings as of June 25, 2023. Sales reported by those ten NTRs totaled $198.4 million, up 11.3% from $178.2 million in April for the same ten NTRs, and down 68% Y-O-Y from the $627.9 million in sales in May 2022...

June 27, 2023

Overmoon Hires Jen Ricci as Head of Retail Capital Markets

"We are incredibly excited to have Jen on the team at Overmoon as we develop partnerships with the best broker-dealers and RIAs in the country..."

June 27, 2023

Ashford Securities $500 Million In Capital Raised Since 2021

To date, over 88 independent broker-dealers and RIAs have utilized the investment products distributed by Ashford Securities.

June 27, 2023

Ashford Securities Announces $500 Million In Capital Raised Since 2021

Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), is pleased to announce that it has reached a milestone of $500 million, including $42.1 million from institutions, in capital raised in less than two years of serving investors via the independent broker-dealer and RIA distribution channels.

June 26, 2023

Investor Relations and New Investment Processing

Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an essential part of investor relations. The ease and speed with which an investor is brought into a fund by the investor relations team is the investor’s first impression of…

June 26, 2023

The World’s Empty Office Buildings Have Become a Debt Time Bomb

In New York and London, owners of gleaming office towers are walking away from their debt rather than pouring good money after bad. The landlords of downtown San Francisco’s largest mall have abandoned it. A new Hong Kong skyscraper is only a quarter leased...

June 26, 2023

Silicon Valley, Calif., Office Vacancy Surging

Vacant office space is piling up in California's Silicon Valley as technology companies reassess their workspace needs, The Wall Street Journal reported. Office vacancies in San Jose, Palo Alto and Sunnyvale rose to 17% in June...

June 26, 2023

Using Your CRM To Help Build Advisor Relationships

Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors. The Purpose of a CRM System Your CRM system should hold all the information you need…

June 26, 2023

What is Document Custody for Private Investments?

What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant documents. Private investment managers are increasingly seeking document custody services, even when they may not be required by law…