Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
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Recent News
Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports
Blue Vault recently published Individual Performance Pages (IPPs) for these Interval Funds and Tender Offer Funds: Interval Funds ACAP Strategic Fund 2024-09-30 Alternative...
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Johnathan Rickman | Blue Vault It’s not always easy for wealth advisors to stay on top of market trends and movements. Not only do you have to be a bit wonky to keep up, but...
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Helix, the innovative generative AI assistant revolutionizing private market investing, and Blue Vault Partners, a leading provider of alternative investment performance...
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Business Wire | Eagle Point Credit Management Eagle Point Credit Management LLC (“Eagle Point Credit”), a specialist credit asset manager with over $11 billion of assets...
Five Questions with Jackie Wilke: Modern Marketing and More
In this Q&A, Jackie Wilke, Vice President and Advisor Consultant at First Trust, shares her insight and expertise on marketing, technology, and women in the financial...
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that all of the company’s offerings...
More articles…
Blackstone Outlines Plans For Real Estate Investment In Turbulent Market
On the heels of Blackstone’s Wednesday announcement that the University of California system would invest an additional $500M…
US Office Sales Sank 28 Percent in 2022: Report
New data reveal how much the nation’s office sector is deflating in the wake of the pandemic…
More Industrial Supply Is Coming But It Still Won’t Meet Demand
A record amount of new industrial product is expected to come online this year, following another banner year in 2022, but it likely…
US Hotel Performance Drops in Week ended January 21
U.S. hotel performance edged lower during the week ended Jan. 21 compared to the previous week…
Blackstone Inc. Reports Q4 2022 Performance
Blackstone Inc.’s full-year profits fell more than 70% in 2022 from a record high the previous year as the world’s largest…
Cohen & Steers’ Rich Hill Says Timing is Right for Building Exposure to REITs
REITs have historically made solid returns following the onset of a recession, particularly in the early stages of the cycle…
Tech Office Leasing Plummets Nationwide As Layoffs Hit
Tech’s turbulent relationship with the office market took an abrupt turn at the end of 2022 as economic pressure prompted…
Bank Execs cite CRE Lending Worries as Back-to-Office Momentum Wanes
Bank executives are taking steps to account for elevated risks in commercial real estate lending, especially on loans backed…
Why I Continue Buying This Ultra-High-Yield Stock Hand Over Fist
I can’t seem to get enough of Blackstone (BX -1.00%) stock these days. I added the leading alternative investment manager…
Blackstone draws upgrade on recession readiness despite jitters around real estate fund
JPMorgan analyst Ken Worthington on Tuesday upgraded private equity giant Blackstone Inc. to overweight from neutral as the company rolls out…
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