Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Bluerock Value Exchange Announces More Than $3.4 Million in Special Distributions to Investors Across Multiple DST Programs
These distributions, paid on March 30, 2026, were issued in the form of supplemental rent and reflect the excess cash flow generated above the stated annual distribution rates of the underlying assets.
Blue Vault Publishes First Fourteen Q4 2025 Nontraded BDC Performance Reports
Blue Vault will publish twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
ExchangeRight Appoints Scott Dixon as Senior Vice President of the Pacific Northwest Region
In his role, Dixon will manage and deepen strategic relationships across Washington, Oregon, Idaho, Montana, Wyoming, and Alaska.
Streaming Wars And Market Moves: Event-Driven Investing Back In Focus
Event-driven strategies thrive as corporate activity rises, which is accelerating after a post-pandemic lull.
Recent News
GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
SEI SEI® (NASDAQ:SEIC) today announced that GQG Partners (GQG) has selected the Advisors’ Inner Circle Fund® (AIC) series trust as its operational platform to launch its...
Based on the nontraded BDCs that Blue Vault tracks, how many were open and actively raising capital as of March 31, 2025?
Answer: Of the nontraded BDCs that Blue Vault Tracks, 21 were open and actively raising capital as of March 31, 2025. Discover...
KKR and Capital Group Further Exclusive Strategic Partnership; Capital Group Files for First Public-Private Equity Fund
KKR Leading global investment firms Capital Group and KKR take the next step in their partnership to increase access to private markets with Capital Group’s proposed...
LRT Company Fully Subscribes $17 Million All-Cash DST Offering Near Hilton Head Island
LRT Company LRT Company, a sponsor of alternative real estate investments and 1031 exchange offerings, announced it has fully subscribed its $17 million Delaware statutory...
iCapital® and Boreal Capital Management Entities Announce Global Partnership to Expand Access to Alternative Investments
iCapital iCapital1, the global fintech platform shaping the future of alternative investing, is pleased to announce a global partnership with Boreal Capital Management AG...
Top-Tier Performance: ExchangeRight’s Essential Income REIT Continues Consistent Coverage of Distributions From Operations
ExchangeRight ExchangeRight has announced that its Essential Income REIT was one of only two Growth and Stabilizing Non-Traded equity REITs (“NTR”) that fully covered its...
More articles…
A volatile and unpredictable market
A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was sub 2%, the consumer price index (CPI) year-over-year had steadily been climbing (7.9% in Feb....
Notes from the CEO: Perspective on the recent banking industry news
Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and specifically developments related to the failures of Silicon Valley Bank (SVB) and Signature Bank....
SmartStop Self Storage Wins Reputation’s 800 Award for Second Consecutive Year
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company…
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the highest standard deviation of monthly total returns from January 2021 thru November 2022, at...
US REIT direct exposure to Silicon Valley Bank fairly limited
U.S. equity real estate investment trusts have little direct exposure to Silicon Valley Bank, the second-largest bank failure…
Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio
At KKR we still firmly believe that we have entered a different macroeconomic regime for investing, where the traditional…
The Demise of Silicon Valley Bank
“When you’re not working, what do you do to de-stress?”
That was the last question Greg Becker, CEO of Silicon Valley Bank…
How Broker-Dealers Are Staying on the Right Side of Reg BI
How Broker-Dealers Are Staying on the Right Side of Reg BI March 2, 2023 | John Rickman | Altigo As more retail investors enter the market, regulators have moved to raise the broker-dealer standard of conduct beyond mere “suitability” obligations. Broker-dealers and...
What The Historic Collapses Of SVB, Signature Bank Mean For Commercial Real Estate Investors
Until late last week, the biggest concern for most commercial real estate investors was the prospect of a higher-than-expected interest…
US government moves to stop potential banking crisis
The U.S. government took extraordinary steps Sunday to stop a potential banking crisis after the historic failure…











