It’s a Whole New Ball Game for Commercial Real Estate
January 5, 2025
With a new administration taking office this month, the stock market remains volatile, and the most recent round of interest...
Guest Contributor
Articles
Megatrends Revolutionizing Public, Non-Listed REITs
November 25, 2024
Knowledge is power, and knowledge of trends enables you to stay ahead of your competitors. If you sponsor, sell or...
Navigating New Regulations: How Financial Advisers Can Prepare for Upcoming Compliance Challenges
November 19, 2024
Maintaining compliance has become increasingly challenging for financial advisers as regulations have evolved and will continue to do so into...
Revolutionizing Financial Services With Private AI
November 14, 2024
Artificial intelligence is here, and radical change is inevitable. In the financial services sector, AI’s ability to analyze huge amounts...
Conversations That Count: How to Go Beyond Your Sales Pitch and Engage Financial Advisers
October 17, 2024
With alternative investments becoming more popular, the number of offerings has also increased, and for alternative investment firms, grabbing the...
Advisers Continue to Face Mounting Challenges From the SEC, FINRA and Other Regulators
October 7, 2024
As I noted earlier this year, the alternative investments industry has been facing a surge of regulatory activity. While disheartened,...
With the Explosive Growth of Private Credit, These Are Interesting Times for Valuation Professionals
August 2, 2024
A recurring theme at a series of events featuring senior members of the VRC private portfolio group is that, while...
NAV REITs Continue to Outperform Traded REITs in Q2 2024
July 30, 2024
The Stanger NAV REIT Total Return Index saw a modest gain of 0.3% in the second quarter of 2024, its...
HPA Exchange Acquires Dignity Health Micro-Hospital in Phoenix
July 30, 2024
HPA Exchange LLC, a healthcare real estate investment sponsor focused on securitized 1031 exchanges for accredited investors, announced the acquisition...
MSC Income Fund BDC Takes Steps Toward Publicly Listing Common Stock
July 30, 2024
MSC Income Fund Inc., a non-traded business development company formerly known as HMS Income Fund, recently filed a preliminary proxy...
Hamilton Point Launches Another Fund Seeking $200 Million Capital Raise
July 30, 2024
Real estate private equity firm Hamilton Point Investments LLC announced the launch of HPI Real Estate Fund XIV LLC, a...
Cove Capital Acquires Trio of Properties as Part of Its Net Lease Industrial 77 DST
July 30, 2024
Cove Capital Investments LLC, a Delaware statutory trust sponsor company, announced it has successfully completed the purchase of three net...
Texas Court Puts the Brakes on Implementation of DOL Fiduciary Rule
July 29, 2024
A federal judge from Texas put the Department of Labor’s final “Retirement Security Rule: Definition of an Investment Advice Fiduciary,”...
ExchangeRight Essential Income REIT Reports 0.44% NAV Increase Quarter-Over-Quarter
July 29, 2024
ExchangeRight, a Pasadena, Calif.-based sponsor of Delaware statutory trust and non-traded real estate investment trust investment offerings, announced that its...
Invesco Commercial Real Estate Finance Trust Announces Closure of Multiple CRE Loan Transactions
July 29, 2024
Invesco Commercial Real Estate Finance Trust Inc., a perpetual life real estate investment trust focused on private credit secured by...
BlackRock Invests in GeoWealth TAMP to Further Support RIA Alts Offerings
July 29, 2024
GeoWealth, a proprietary technology and turnkey asset management platform aka TAMP, announced that it has closed a $18 million growth...
LPL Adds Pair of Father-Daughter Adviser Teams With $590 Million in Combined Assets
July 29, 2024
Independent broker-dealer LPL Financial added two father-and-daughter financial adviser teams this month with approximately $590 million in combined assets. Financial advisers...
Inland Fully Subscribes Minnesota-Based $76.7 Million Senior Living DST
July 26, 2024
Inland Private Capital Corporation, a real estate investment manager, has completed a $76.7 million capital raise for the private investment offering...
Starwood REIT Meets 4% of Each Stockholder’s Redemption Request in June; Total Monthly NAV Declines
July 26, 2024
The total net asset value for Starwood Real Estate Income Trust Inc. declined in June 2024 by nearly 1.2% month-over-month,...
Arkadios Lands $325 Million Ex-LPL Financial Team in Texas
July 26, 2024
Financial advisory firm Stewardship Wealth Management has transitioned its $325 million in assets under advisement to hybrid independent broker-dealer Arkadios...
