Professional SErvices News
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Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
Madison Communities Acquires Venture at Long Shoals, an 86-Unit Luxury Multifamily Community in the Asheville MSA
The acquisition closed Nov. 25, reinforcing Madison’s footprint among the most in-demand apartments in Asheville and the surrounding region.
Based on the nontraded REITs tracked by Blue Vault, which offering had the highest distribution rate for their I shares in the third quarter of 2025?
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Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Answer: Total returns for the nontraded BDC industry began the year strong, coming in with a median return of 1.75% through the first three months of the year. This follows...
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 68...
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
SEI SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors...
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the appointment of James Sabbatini as...
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
StratCap StratCap, LLC (“StratCap”) has announced that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investments, has...
Bluerock’s Josh Hoffman on the State of the Alts Industry
Johnathan Rickman | Blue Vault As the financial landscape continues to evolve, wealth advisors are staying ahead by broadening their expertise in alternative investments....
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Gold Leaf Farming LP Investment Overview [pdf]
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Gold Leaf Farming Firm Overview [PDF]
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2215 Hollywood brochure
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Jefferson Monrovia Station Brochure
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Rethinking Marketing To Advisors: A Tailored Approach
“It’s about being laser-focused. Targeting those genuinely intrigued by your offerings not only boosts your ROI but also increases the chances of them sharing your insights within their networks.”
Cantor Fitzgerald and Harbor Group International Expand Relationship with Joint Venture to Acquire Westchester Multifamily Community
“Avalon Mamaroneck offers an attractive, well-located housing option situated in the affluent area of Westchester County’s Gold Coast,” said Yisroel Berg…”We are thrilled once again to partner with Cantor Fitzgerald to acquire a high-quality asset.”
ExchangeRight’s Geoff Flahardy Promoted to President of Strategic Relations
Flahardy joined ExchangeRight in 2014 and has more than 20 years of experience in the financial industry focused on securitized 1031 exchanges. He holds Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA).
LODAS Markets Cuts Trading Fees for NAV REITs, Executes BREIT Trade Just 4.5% below NAV
LODAS Markets, operator of the fourth-largest alternative trading system in the U.S., announced reduced fees to trade NAV REITs* on the LODAS Marketplace…
Gold Leaf Farming , A Unique Investment Opportunity
Blue Vault hosted a very interesting webinar with the co-founders of Gold Leaf Farming, Brandon Rebiero and Jack McCarthy, along with Josh Guggenheim, VP of Acquisitions. Jack and Brandon were introduced five years ago, Brandon a farmer and trained agronomist and Jack a private equity investor…
Capital Square Delivers 157.57% Total Return* to Investors in Raleigh Medical Building DST
Located at 2503 E. Lyon Station Road in Creedmoor, North Carolina, just north of Raleigh and Durham, the single-story building is 100% leased on a long-term basis to Duke University Health System.
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