Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
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Blue Vault’s alternative investment data includes coverage of 16 active, open nontraded REITs. Which nontraded REIT had the highest capital raise in the first quarter of 2025?
Answer: Blackstone Real Estate Income Trust led the nontraded REIT sector in fundraising with $822.8 million in capital raise in Q1 2025 for a 39.6% market share, having...
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
iCapital Orion, a leading provider of innovative wealthtech solutions for financial advisors and enterprise firms, and iCapital1, the global fintech platform shaping the...
Marketing Is the New Sales
Marketing Intent Let’s get one thing straight: we’re not trying to snatch commissions from your sales team. But it’s time to face a simple truth—marketing is the new sales....
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
Cove Capital Investments Dwight Kay and Chay Lapin, Cove Capital Investments Founding Members, announced the Delaware Statutory Trust sponsor firm has successfully launched...
BC Partners promotes four new Partners
BC Partners BC Partners, a leading international investment firm, today announces the promotion of four new Partners across its Private Equity and Credit strategies in...
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ExchangeRight Expands Strategic Relations Team with Kara Howard, Director of National Accounts
Howard joins ExchangeRight with more than 15 years of experience in the Alternative Investment industry, focusing on national accounts and business development. She holds Series 7, 24, and 63 licenses with the Financial Industry Regulatory Authority (FINRA).
Starwood Property Trust Reports Results for Quarter Ended September 30, 2023
Starwood Property Trust, Inc. – Quarterly GAAP Earnings of $0.15 and Distributable Earnings (DE) of $0.49 per Diluted Share – Undepreciated Book Value Per Share of $21.15 – Originated or Acquired $652 Million of Assets in the Quarter and $1.5 Billion Year-To-Date –...
Which Interval Fund reported the greatest total of capital raise among all Interval Funds in the first six months of its fiscal year 2023?
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CAIS, Nitrogen Events Highlight Growth Strategies
“They gathered in mid-October to learn about the latest investing strategies and techniques to find new ways to deliver performance to client portfolios.”
Leitbox Storage Partners Provides Update on Financing Structure
Currently, Leitbox holds a diverse portfolio of fixed-rate loan structures, with varying maturities extending over the coming years…
A Perspective on the Current Trend in CRE Cap Rates
“These supply and demand factors can have a significant impact on future returns, and the prospects of lower future returns will be reflected in cap rates.”
Abacus Life Launches New Wealth Division – ABL Wealth – in Association with Dynasty Financial Partners
ABL Wealth will provide clients that currently seek liquidity from their life insurance policies with comprehensive lifespan-based financial planning and investment management services.
Guidehouse, Leading Global Provider of Consulting Services, to be Acquired by Bain Capital Private Equity
“We are proud of our successful partnership with Guidehouse and the Company’s continued track record of growth, serving as a valuable partner to address the critical needs of its clients…”
Prospect Capital Schedules First Fiscal Quarter Earnings Release and Conference Call
The Company will host a conference call on Thursday, November 9, 2023 at 10:30 a.m. Eastern Time…
Higher Interest Rates and Nontraded REIT Refinancing
As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%…These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.
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