Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Alts and Answers NYC: Knowledge Sharing and Networking in the Big Apple
The December 16, 2025, event featured a continuing education credit session, an alts market pulse check, and four sponsor presentations.
Marketing & Communications as Part of Operational Due Diligence Success
Anything you can package, prepare, and organize upfront signals that you understand the due diligence process.
Ares Makes Significant U.S. Data Center Investments in Northern Virginia
Transactions underscore acceleration of Ares’ vertically integrated digital infrastructure investment capabilities.
SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation
Board appoints Independent Director Carl A. Guarino as Chairman as part of planned transition
Recent News
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
SEI SEI® (NASDAQ: SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI’s...
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
Eagle Point Securities Eagle Point Securities LLC (“Eagle Point Securities”), a wholesale distributor of alternative investment strategies to private wealth clients,...
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
Empower A new survey today from Empower uncovers significant advisor interest in bringing private market investments into defined contribution portfolios. Empower’s July...
Lead With Why: Storytelling Helps Sell Alts
Marketing Intent In the alternative investments space, there’s often a tendency to lead with numbers. The fund facts, the asset structure, the targeted returns. After all,...
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Answer: StepStone Private Markets was the top equity-focused tender offer fund fundraiser, raising $1.1 billion for the six-month period ending March 31, 2025. Discover...
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
Johnathan Rickman | Blue Vault While a return to glory days may seem elusive for private real estate right now, the sector is showing clear signs of a market rebound, and...
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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.
Blue Vault Publishes Q3 2023 Nontraded BDC Full Review
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