Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
iCapital® Makes Strategic Investment in LYNK Markets, Partners to Scale Adoption of Alternatives Globally Through Private Alternative Investment Fund Notes
Strategic investment reinforces iCapital’s global commitment to expanding access and distribution of alternative fund strategies, partnership will have initial focus on the Latin American wealth channel.
Billions, Bottles, And Banksy: The New Wave Of Collectible Investing Platforms
In the past, investing in collectibles required finding an auction house or maintaining the right connections to private dealers. Technology is changing that experience.
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
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Recent News
Blue Vault Publishes Q4 2024 Full Nontraded BDC Industry Review
Blue Vault published its Q4 2024 Full Nontraded BDC Industry Review covering the following nontraded Business Development Companies (BDCs): AB Private Lending Fund Q4 2024...
Ken Carpenter Promoted to President of Madison Capital Group
Madison Capital Group Madison Capital Group Holdings, LLC, a vertically integrated real estate investment and development firm, has promoted Ken Carpenter to President. He...
Blue Vault: Unparalleled Alts Intel and Insights
Johnathan Rickman | Blue Vault We are often asked, “Who is Blue Vault and what do you do?” People understand that we’re a key player in the alts industry, but they’re not...
Investor Demand for ExchangeRight’s Resilient All-Cash DST Offerings Continues
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced that demand for the company’s historically...
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital iCapital1, the global fintech platform transforming the world’s investment industry for better outcomes, and Citi today announced that iCapital is acquiring from...
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock Bluerock and its affiliate Bluerock Value Exchange (the “Company” or “BVEX”), a national sponsor, announced its 20-year anniversary of sponsoring industry-leading...
More articles…
ExchangeRight REIT Completes 506(c) Conversion Following Successful Public Reporting Launch
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the ExchangeRight Essential Income REIT has converted to a 506(c) offering as of July 6 following its successful transition to a publicly reporting company as of June 26 to better serve the registered representatives, broker dealers, advisors, and institutions with whom the REIT works to offer its shares…
Fund Accounting for Today’s Funds
Fund Accounting for Today’s Funds July 6, 2023 | David Fisher | Phoenix American Private equity funds have unique fund accounting challenges, the more so because no two private equity funds are quite the same. Fund managers are well-advised to engage a third-party...
Why Hire A Marketing Firm For A 506(B)?
Why Hire A Marketing Firm For A 506(B)? July 10, 2023 | Marketing Intent Some firms offering 506(b) private placements wonder why they would hire a marketing firm. While a 506(b) can be very limited on how you can market the offering, there are a number of ways you...
Is Your Marketing Ignoring Due Diligence Officers?
Is Your Marketing Ignoring Due Diligence Officers? July 10, 2023 | Marketing Intent Due diligence officers play a key role in the success of investment offerings through their firms. But many asset managers don’t have a plan to market to due diligence officers in a...
Owl Rock Capital Corporation Renamed to Blue Owl Capital Corporation
Effective today, Owl Rock Capital Corporation is renamed to Blue Owl Capital Corporation (the “Company”) and, beginning with today’s trading session, its ticker symbol on the New York Stock Exchange will be “OBDC”.
Blackstone REIT Reports Lower Redemptions Requests In June 2023
Blackstone Real Estate Income Trust (BREIT) said on Monday that redemption requests declined in June after months of turmoil that led to the private equity firm limiting investor withdrawals….
Bluerock Total Income+ Real Estate Fund Eclipses $1 Billion in Total Distributions Paid to Shareholders
“Delivering over $1 billion in total distributions to its shareholders over 10 years and 42 consecutive quarterly distributions is a major milestone and is validation of the structure and investment strategy of the TI+ Fund”, said Jeffrey Schwaber, CEO of Bluerock Capital Markets…
Q1 2023 Nontraded REIT Industry Review is Available
The Q1 2023 Nontraded REIT Industry Review is Now Available The report contains individual performance pages for the following NTRs: American Healthcare REIT Q1 2023 Ares Industrial Real Estate Income Trust Q1 2023 Ares Real Estate Income Trust Q1 2023 Blackstone Real...
ExchangeRight’s Essential Income REIT Successfully Becomes Publicly Reporting Company
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the ExchangeRight Essential Income REIT has become a publicly reporting company as of June 26, 2023, expanding the REIT’s capacity to serve additional investors along with their registered representatives and advisors…
Digital Infrastructure: Real Estate for the Digital Age
In today’s “connected” data-driven world, digital infrastructure has become a critical component of our daily lives and an increasingly popular investment option for real estate investors. The expanding number of mobile and connected devices, combined with tremendous growth in data creation, analysis, and consumption, is catalyzing ongoing demand in the sector.
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