Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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ExchangeRight Announces Full Subscription of $41.9 Million Net-Leased All-Cash 17 DST
Net-Leased All-Cash 17 DST is a closed offering and is not accepting new investors.
Is Your Digital Presence Working for or Against You?
Before a prospect ever takes a meeting, downloads a deck, or responds to outreach, they visit your website.
What is a semi-liquid fund?
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.
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Recent News
ExchangeRight Appoints Scott Dixon 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 Scott Dixon as...
Streaming Wars And Market Moves: Event-Driven Investing Back In Focus
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Is it the deal that defines 2026? Netflix’s bid to acquire the...
Blue Vault Completes Publication of Interval Fund, Tender Offer Fund Performance Reports for Period Ending December 31, 2025
Blue Vault has published the following Individual Performance Reports (first-time reports are noted in orange font, newly published reports are in bold font): Interval Funds...
XA Investments Appoints Lauren Michalak as Managing Director and Head of Product Development & Strategy
XA Investments XA Investments LLC (XAI), a Chicago-based alternative investment management and consulting firm, announced that Lauren Michalak has joined the firm as a...
Ranchland Capital Partners Selects SEI to Support Alternative Funds
SEI SEI® (NASDAQ:SEIC) today announced that Ranchland Capital Partners, LLC (together with its affiliates “Ranchland”), a real asset investment manager focused on large...
Sealy & Company Celebrates 80 Years of Proven Performance and Relationship-Driven Growth
Sealy & Company Sealy & Company marks 80 years in business—a milestone that reflects sustained performance, disciplined execution, and long-term relationships....
More articles…
Burlington Capital: Year in Review 2025
We believe this acquisition positions us for continued portfolio growth and additional strategic acquisitions in 2026.
Based on the offerings tracked by Blue Vault, what was the nontraded BDC industry’s median total return for the first nine months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Nontraded REIT Distribution Coverage Woes Grow in Q3 2025
Median distribution yields continued to hold steady in the 5% range and median debt ratios continued to decline.
Fine-Tuning Your Plan for 2026
Instead of trying to map out an entire year in detail, consider breaking your plan into quarterly segments.
SEI Appoints Jeff Benfield as Chief Product Officer
Centralized product development accelerates enterprise innovation and delivery.
Based on the nontraded BDCs tracked by Blue Vault, how much public capital did the nontraded BDC industry raise in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Inland ALT REIT Announces Additions to Its Board of Directors
IPC Alternative Real Estate Income Trust, Inc. is a public, non-listed, monthly-valued, perpetual-life real estate investment trust focused on alternative sectors.
Griffin Capital Acquires Union Berkley Riverfront Apartments in Kansas City
The property features modern one- and two-bedroom residences with contemporary finishes, and the modern common area amenities that residents seek.
ExchangeRight Fully Subscribes $55.9M Net-Leased Portfolio 71 DST, Providing REIT Exit Optionality to Investors
Net-Leased Portfolio 71 DST is a closed offering and is not accepting new investors.
Monroe Capital Closes $6.1 Billion in New Investable Capital for its Private Credit Strategy
Monroe’s direct lending strategy emphasizes rigorous credit selection, robust structural protections, and active portfolio management, with a focus on capital preservation and attractive risk-adjusted returns.
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