Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
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.
Recent News
Bluerock Total Income+ Real Estate Fund Celebrates its 50th Consecutive Quarterly Distribution
Bluerock Bluerock Total Income+ Real Estate Fund, one of the largest real estate interval funds in the world (“TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX)...
Capital Square Debuts Completed Opportunity Zone Development, The Nickel Hotel in Historic Charleston
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...
How many new nontraded REIT offerings were introduced in 2024?
Answer: Zero. 2024 was the first year on record to lack the introduction of a single new nontraded REIT. Discover...
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
Johnathan Rickman | Blue Vault With market volatility making it more difficult for banks to justify lending, small- and mid-size companies are increasingly turning to...
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the launch of new Class D shares for its Essential...
2025 CAIS Alternative Asset Manager Survey Report
CAIS Independent wealth management has moved from the periphery to a strategic priority for alternative asset managers. In our inaugural 2025 CAIS Alternative Asset...
More articles…
Shopoff Realty Investments and Urban Pacific Create Joint Venture Partnership to Develop Urban Town Homes
Shopoff Realty Investments (“Shopoff”), and The Urban Pacific Group of Companies have created a joint venture partnership to further advance Urban Pacific’s “Urban Town House” (UTH) build-for-rent, multi-generational housing concept.
Homes Are Selling for Near-Record Highs as Supply Falls to New Low, Demand Picks Up
A record low number of homes for sale combined with an uptick in homebuyer demand propped up housing prices in June, even as elevated mortgage rates kept many buyers on the sidelines. That’s according to a new report from Redfin (redfin.com), the technology-powered real estate brokerage. The median U.S. home sale price was $426,056 in June, just 1.5% ($6,341) below the all-time high of $432,397 set in May 2022…
StratCap Acquires Approximately $90 Million in Digital Infrastructure Assets
“The ongoing deployment of 5G networks and continuous increases in mobile data usage are catalyzing both growth and investor appetite in what we believe is a very resilient sector.”
How many interval funds reported total assets of at least $1 billion as of March 31, 2023?
How many interval funds reported total assets of at least $1 billion as of March 31, 2023? Answer: Sixteen funds reported assets in excess of $1 billion as of March 31, 2023, making up approximately 83.3% of the industry total. Cliffwater Corporate Lending Fund led...
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….










