Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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StratCap Expands Sales Team: Michael Kerrigan Hired as Senior Regional Vice President for the Southeast
Michael rejoins StratCap with more than a decade of wholesaling and business-development experience across the independent broker-dealer and RIA channels.
Unlocking Growth: How Trade Finance Fuels Middle Market Business
Alternative assets are attractive for their ability to deliver stability amid market volatility and provide diversification outside public stock and bond markets.
Syverson Strege Partners with SEI to Elevate Financial Planning Experience
A unified approach to investment management, custody, and technology shapes future growth.
Full Subscription of ExchangeRight All-Cash 15 DST Adds to Acquisition Pipeline for Essential Income REIT
The portfolio’s properties span 103,367 square feet across Texas, Iowa, North Carolina, and Louisiana.
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Recent News
Blue Vault Q1 2025 Nontraded BDC Performance Report Update
This quarter’s full industry review will include 23 complete Individual Performance Pages. Twenty pages are available for members to view now (newly published pages...
What is the total gross capital raised since inception by the 59 tender-offer funds Blue Vault tracks?
Answer: Across the 59 tender-offer funds covered by Blue Vault from 2009 through 2024, the total gross capital raised since inception is approximately $101.9 billion....
Addepar acquires Arcus to boost AI capabilities
Addepar Wealth technology provider Addepar has acquired Arcus, a company that offers enterprise AI workflows. This acquisition is part of Addepar’s strategy to enhance...
Real Estate Credit Leader Matthew Borstein Joins CIM Group as Managing Director, Co-Head of Credit to Continue Platform Expansion
CIM Group CIM Group announced today that Matthew Borstein, a highly accomplished leader in the real estate credit industry, has joined as Managing Director, Co-Head of...
Blue Vault Begins Publishing Q1 2025 Nontraded BDC Performance Reports
Blue Vault started publishing Q1 2025 Nontraded BDC Individual Performance Report today. This quarter’s full industry review will include 23 complete Individual...
ASHFORD SECURITIES EXPANDS TEAM WITH STRATEGIC HIRES
Ashford Securities Ashford Securities LLC (“Ashford Securities”), a wholly owned subsidiary of Ashford Inc. (“Ashford”), is pleased to announce the addition of two...
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The World of Wealthtech for Advisors
Learn About the Dizzying Array of Service Providers That Offer Technology Solutions for Alts Advisors…
Fifth Third Bank Is Latest To Back Off Office Lending
A major Midwest bank with more than $200B in assets is saying no thank you to further office loans…
New Disclosure Requirements for Public REITs’ Share Repurchases
On May 3, the Securities and Exchange Commission (SEC) adopted final amendments that call for certain quantitative and qualitative disclosure…
US Hotel Occupancy Up Sequentially, Down YOY in Week Ending June 10
US hotel performance improved substantially on a sequential basis during the week ended June 10…
How REITs Hedge Variable Rate Debt
With the rise in interest rates since March 2022 when the Federal Reserve first began implementing rate hikes, nontraded REITs have faced challenges…
Q1 2023 Published Reports as of June 19
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 19 Nontraded REIT (newly published performance reports are in bold font) Apollo Realty Income Solutions Q1 2023 (limited operations) Ares Industrial Real Estate Income Trust Q1 2023 Ares Real...
StratCap Hires Bill Wolfe as Regional Vice President for its Northeast Territory
“We believe he will have an immediate impact helping advisors better understand the role of alternative investments and how they can help augment client portfolios.”
Looking Ahead: REIT Valuations Signal Lower Private Asset Values Are Coming
In a recent analysis by CBRE, one conclusion reached was that equity market ups and downs had a bigger influence on short-term REIT performance…
US Producer Inflation Subsides as Energy, Food Prices Drop
U.S. producer prices fell more than expected in May as the costs of energy goods and food declined, signaling that inflation pressures were abating throughout the…
Starwood Capital Considers Selling More Than 2,000 Single-family Rental Homes – Report
Starwood Capital Group is considering selling more than 2,000 single-family rental homes, many of which it acquired from Pretium Partners in late 2021, according to a media report…
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