Starwood Capital Group is nearing an agreement to sell a portfolio of rental houses to Invitation Homes Inc., according to people familiar with the matter...

Blackstone has signed a definitive agreement with Prologis to sell its nearly 14 million square feet of industrial properties from its affiliated opportunistic real estate funds for $3.1 billion...

Teaming and better educational support could help improve poor success rates among rookie advisors and stave off a potential shortfall in advisors as more experienced colleagues retire...

Can the Regulation A Exemption be used for a syndicated offering? June 29, 2023 | Jim Raper | WealthForge The JOBS Act of 2012 created and revised methods for small and emerging companies to raise capital. Regulation A (Reg A), one of the available exemptions companies can take from registering their securities with the SEC,…

The answer is in Blue Vault's comprehensive alternative investment database.

Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey | WealthForge Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from WealthForge’s deep experience with providing operational and back-office compliance services to alternative investment sponsors. As managing broker-dealer, WealthForge provides sponsors…

"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..."

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…

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…