Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Apollo Funds Acquire Majority Stake in Noble Environmental, Inc.
The investment supports Noble Environmental’s vertically integrated regional waste management platform serving the Northeast, Mid-Atlantic and Midwest United States.
Private Credit Performance Belies Media, Investor Qualms
As we dig deeper into Blue Vault data, we uncover findings that add important context to the industry’s strong performance.
Are Your Alternative Investment Marketing Materials Confusing Your Sales Team?
Clean, compliant, and current alternative investment marketing materials support stronger conversations, smoother audits, and better alignment between marketing and sales.
How to Manage 50+ Conferences a Year Without Losing Control
Managing 50+ conferences a year is possible, but only if the process is structured enough to support that volume.
Recent News
Q2 2025 Blue Vault Nontraded BDC Performance Report Update
Blue Vault will publish 25* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2025. Twenty-four IPPs are now available. Funds shown in orange indicate those for which...
RIA Email Marketing That Misses
Marketing Intent Delete. Unsubscribe. Ignore. That’s the unfortunate fate of far too many emails from alternative investment firms to RIAs. It’s not because the content you...
Nephila Capital Selects SEI as a Global Strategic Partner
SEI SEI® (NASDAQ:SEIC) today announced that the company was selected by Nephila Capital Ltd. (Nephila), a leading investment manager specialising in reinsurance risk, to...
John Hancock Closed-End Funds Declare Quarterly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their quarterly distributions today as follows: Declaration Date: September 2,...
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: equity-focused interval funds or equity-focused tender offer funds?
Answer: According to Blue Vault data, equity-focused interval funds generated an average distribution rate of 4.07% in 2024, higher than that for equity-focused tender offer...
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: credit-focused interval funds or credit-focused tender offer funds?
Answer: According to Blue Vault data, credit-focused interval funds generated an average distribution rate of 9.21% in 2024, higher than that for credit-focused tender offer...
More articles…
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...
Inflation playbook – Managing through an inflation cycle
Inflation playbook – Managing through an inflation cycle April 26, 2023 | MercerInsight Community Speed read • After the 2021-2022 inflation shock, we enter 2023 with signs that cyclical inflation is easing, especially in the US. We anticipate inflation...
Don’t Be Held Hostage By PowerPoint
Don’t Be Held Hostage By PowerPoint April 26, 2023 | Marketing Intent A client we recently worked with was frustrated with their PowerPoint presentations. EVERY SLIDE WAS AN IMAGE CREATED BY A GRAPHIC DESIGNER APPEARING VERY POLISHED (AND VERY HARD TO UPDATE)....
Peakstone Webcast Fails to Buoy Stock Price
On Thursday, April 20, after markets closed for its newly listed common stock (NYSE: PKST), the REIT’s CEO Michael Escalante…
Which listed REIT that issues nontraded preferred stock invests primarily in farm land?
Which listed REIT that issues nontraded preferred stock invests primarily in farm land? Answer: Gladstone Land (NYSE: LAND) is a REIT that currently owns 169 farms comprised of 115,731 acres across 15 states in the U.S., as well as several farm-related...











