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Do We Have The Capacity To Take On Your Next Project? August 30, 2023

Do We Have The Capacity To Take On Your Next Project?

Clients often ask how we know we have the capacity to take on one of their projects? The answer lies in project management. We’re dedicated to maintaining a high level of project management in both our systems and our personnel to understand our capacity, accurately estimate when we can deliver projects and so that we…
Transfer Agent Case Study: Switching to a New Provider August 30, 2023

Transfer Agent Case Study: Switching to a New Provider

There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications cause investor dissatisfaction, advisor frustration, missed deadlines – all the problems you hoped to avoid by outsourcing back-office processes. Switching transfer agents is sometimes necessary but many managers are daunted by the prospect of a conversion of investor and historical…
A Curious Look at Commercial Real Estate Cap Rates August 30, 2023

A Curious Look at Commercial Real Estate Cap Rates

In this article we ask the question, “Which came first, the market value or the cap rate?" Does that question sound familiar? It should, since it really is like the classic “chicken or egg” conundrum. The fact is cap rates do not determine market values and market values do not determine cap rates. But, each…
Blue Vault Begins Publishing Q2 2023 Performance Reports August 28, 2023

Blue Vault Begins Publishing Q2 2023 Performance Reports

Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the following nontraded REIT pages: CNL Healthcare Properties Q2 2023 Healthcare Trust Q2 2023 Highlands REIT Q2 2023 Inland Real Estate Income Trust Q2 2023 InPoint Commercial Real Estate Income…
Investing For Grownups: Why Asset Allocation Matters August 23, 2023

Investing For Grownups: Why Asset Allocation Matters

Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model…
Doing More Of What Really Matters August 23, 2023

Doing More Of What Really Matters

Doing More Of What Really Matters  August 23, 2023 | Marketing Intent The book, Essentialism – The Disciplined Pursuit of Less by Greg McKeown struck a chord with us when we think about marketing for our clients. The premise of the book is to understand what’s essential to what you do and focus on that.…

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