Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Your Market Perspective Can’t Wait
In this fast-paced space, timing is crucial, and sharing your market perspective at the right moment can make all the difference.
Peachtree Group Surpasses $2 Billion in Private Credit Transactions for 2025
$1.1 billion in hotel lending underscores Peachtree’s strength as the sector’s preferred capital partner.
Preferred Stock: Basics, Benefits, and Risks
Preferred stock is a class of shares that are senior to common stock and thus give the holder priority on dividend payments and assets over common shareholders.
iCapital® Launches BlackRock Private Credit Solution for Accredited Investors in Canada
iCapital introduces streamlined access to private credit for Canadian advisors and Canadian accredited investors.
Recent News
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
Note: This story was first published by Connect Money on February 14, 2025. Johnathan Rickman | Blue Vault As women are projected to manage trillions of dollars over the...
Vistra collaborates with 1776ing to enhance alternative investment processing
1776ing Vistra, a leading provider of essential business services that help organisations to invest and grow efficiently and compliantly across the world, and 1776ing, a...
Five Questions with Ryan Detrick: Navigating U.S. Markets
In this Q&A, Ryan Detrick, Chief Market Strategist at Carson Group, shares insights on how advisors can navigate changing markets and the impacts of political and policy...
What was the size of the interval fund industry as of September 30, 2024 in terms of total assets, and how does that compare to September 30, 2023?
Answer: The interval fund industry reported approximately $115.9 billion in total assets as of September 30, 2024, compared to approximately $88.0 billion as of September...
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that demand for the company’s...
What percentage of interval fund industry capital raise has come from credit-focused funds through the first nine months of 2024?
Answer: Approximately 76.2% of industry capital raise has come from credit-focused funds through the first nine months of the year, up from 67.3% for all of 2023. Real...
More articles…
Short Sellers Ramp Up Their Bets Against Commercial Mortgage REITs
Investors specializing in short selling, or betting against a stock, are flocking to mortgage REITs, in anticipation of further defaults…
Highlands REIT Sets Rewards for Top Management
Highlands REIT came into existence in April 2016 as InvenTrust Properties Corp., (fka Inland American Real Estate Trust), spun-off…
Zero-Click Content
Zero-Click Content May 1, 2023 | Marketing Intent If something says, “Read Here,” are you apt to click? Or does that call to action make you feel inconvenienced or bored and you move on? LET’S DISCUSS ZERO-CLICK CONTENT, AN EMERGING TREND IN MARKETING THAT REQUIRES –...
Expect more from a full-service alternative investment transfer agent
Expect more from a full-service alternative investment transfer agent May 1, 2023 | Computershare Growing your alternative investment portfolio is challenging – there are risks everywhere. Managing complex stakeholder engagement and mitigating risk across board...
ExchangeRight Income Fund Files Form 10 to Become SEC Reporting Company
ExchangeRight Income Fund, d/b/a ExchangeRight Essential Income REIT (the “Company”), a self-administered real estate company…
JLL Income Property Trust Buys Louisville Logistics Center for $82M
JLL Income Property Trust has acquired Louisville Logistics Center, a one-million square foot, newly constructed industrial…
US Hotel Metrics Rise in Week Ended April 22
US hotel performance was up week over week during the week ended April 22, according to STR, which tracks the hospitality industry…
Automation is critical to modernizing the loan market
Automation is critical to modernizing the loan market April 27, 2023 | Steve Sulecki | SS&C With institutional investors allocating to debt funds in growing numbers, it’s not surprising private equity and hedge fund managers are interested in diversifying...
Self-Storage Assets as a Recession Resistant CRE Sector
Self-storage is a commercial real estate sector that has attractive qualities for investors. Self-storage facilities have very low expenses…
Trend following and the diversification potential of positive skew
Trend following and the diversification potential of positive skew April 26, 2023 | Andrew Snyder | CAIS Investors tend to rely upon well-known risk-adjusted return measures—such as Sharpe and Sortino ratios—when using alternative strategies to build diversified...











