Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
The Essential Income REIT Achieves 10.42% Tax-Equivalent Yield on 2025 Distributions
Exact tax-equivalent yield will vary depending on an investor’s actual federal and state tax bracket and closing date.
Griffin Capital Fully-Subscribes $37 Million Multifamily DST in Gonzales, Louisiana
The property offers residents excellent proximity to major employers and walkability to a variety of shops and restaurants.
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
Collaboration supports enterprise efficiency, scalability, and sustainable growth.
Capital Square Launches All-Cash DST Offering of 100% Occupied Build-for-Rent Active-Adult Living Portfolio in Texas
Investors will receive ownership interests in two boutique build-for-rent active-adult living communities located in McKinney, a suburb of Dallas, and Waco, Texas.
Recent News
ExchangeRight All-Cash 14 DST Fully Subscribed, Expanding Essential Income REIT Pipeline
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 14 DST, adding to the growing acquisition pipeline for ExchangeRight’s Essential...
SEI Appoints Chief Revenue Officer for U.S. Private Banking Business
SEI SEI® (NASDAQ:SEIC) today announced the appointment of Dave Langdale as Chief Revenue Officer for the company’s U.S. Private Banking business, effective Jan. 1, 2026....
Ares Management Acquires Stake in Diversified U.S. Energy Portfolio from EDPR
Ares Management Corporation Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today that a fund managed by the...
Smart Marketing for Alts Firms
Marketing Intent Marketing alternative investments requires more than technical precision. It calls for foresight, clarity, a steady rhythm of communication, and smart...
Based on the offerings tracked by Blue Vault, what was the average distribution rate for interval funds in the first half of 2025?
Answer: As of June 30, 2025, the average distribution rate for interval funds tracked by Blue Vault was 8.69%, based on most recent filings. Note: The average distribution...
Peachtree Group Expands Hotel Management Portfolio with Six New Properties
Peachtree Group Peachtree Group’s (“Peachtree”) hospitality management division has added six new hotels to its growing third-party management platform, underscoring the...
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Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital
With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.
Sharp Shooters Still Need To Nurture
While sharp shooting may imply a hyper-focused approach, it does not mean that relationships are already built and that existing relationships don’t need ongoing nurturing…
GTIS Partners Announces Third Opportunity Zone Investment with Collett Industrial in South Carolina
The site is considered an Opportunity Zone within the Charlotte MSA, and is expected to be developed into approximately 850,000 to 930,000 square feet of industrial warehouse space across two phases.
Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
Addepar has an ambitious growth trajectory and the company is on a path to be the technology and data platform that connects the $255+ trillion global investment ecosystem.
Capital Square and Method Co. Mark Construction Milestone with Topping Out of Luxury Boutique Hotel in Charleston Opportunity Zone
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, and Method Co., a real estate development, design and management company, announced today the...
Which nontraded BDC program had an annualized distribution rate of 12.19% as of September 30, 2023?
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ExchangeRight Fully Subscribes a $125.8 Million Diversified Portfolio
The offering contains 15 properties in 15 markets diversified across 13 states and 9 historically recession-resilient tenants, including FedEx, Tops Friendly Markets, Dollar General, Tractor Supply, and BioLife.
Hines Closes $152M DST Offering for Houston Tower
The asset was sourced by Hines Global Income Trust Inc., a division of Hines which acquired the Class A office building in July 2022 from Stonelake Capital Partners for $145 million.
Unlocking The Power Of Marketing Psychology For Alternative Investment Firms
While these points only scratch the surface of marketing psychology, they present actionable insights for alternative investment firms.
JLL Income Property Trust Sells Uptown Charlotte Apartment Community
At $2.9 billion, residential investments – across 25 apartment communities and 4,400 single-family rental homes – account for 44% of Income Property Trust’s overall portfolio.










