Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
XA Investments Appoints Lauren Michalak as Managing Director and Head of Product Development & Strategy
Michalak will focus on the firm’s proprietary closed-end funds and interval funds.
Ranchland Capital Partners Selects SEI to Support Alternative Funds
Strategic relationship reinforces SEI’s position as a long-term partner for alternative investment managers.
Sealy & Company Celebrates 80 Years of Proven Performance and Relationship-Driven Growth
From its 1946 founding to a national industrial investment platform, Sealy & Company continues to build on four generations of leadership and long-term growth.
NexPoint Launches Multifamily DST Offering for Greensboro, North Carolina Property
The Greensboro–High Point Metropolitan Statistical Area’s affordability, connectivity, and industry diversification underpin strong multifamily demand and reinforce the investment thesis for NexPoint Waterford DST.
Recent News
Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Answer: Total returns for the nontraded BDC industry began the year strong, coming in with a median return of 1.75% through the first three months of the year. This follows...
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 68...
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
SEI SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors...
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the appointment of James Sabbatini as...
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
StratCap StratCap, LLC (“StratCap”) has announced that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investments, has...
Bluerock’s Josh Hoffman on the State of the Alts Industry
Johnathan Rickman | Blue Vault As the financial landscape continues to evolve, wealth advisors are staying ahead by broadening their expertise in alternative investments....
More articles…
506(c) Offerings: Practical Guidance for Broker-Dealers/Registered Investment Advisers
As discussed in our prior Article regarding 506(c) offerings, if it turns out that the purchaser was not in fact an accredited investor, the issuer does not lose the exemption from registration provided in Rule 506(c).
A Better Liquidity Feature for Non-Traded REITs: Share Repurchase Plans and the Next Frontier
Non-traded REITs at their core wrap an illiquid real estate portfolio into an illiquid securitized container, with no market-clearing…
Gentry Mills Joins Altigo’s Growing Roster of Sponsors
Gentry Mills Joins Altigo’s Growing Roster of Sponsors February 15, 2023 | John Rickman | Altigo Real estate investment firm Gentry Mills Capital has signed with Altigo, expanding the pool of asset managers on the platform and making investing in alts easier for the...
Stacy Chitty: Direct Access to Decision Makers
In this video clip from the webcast, Why Attend the Alts Summit 2023, Stacy Chitty (Managing Partner, Blue Vault) discusses how…
Stacy Chitty: Expansive World of Alts
In this video clip from the webcast, Why Attend the Alts Summit 2023, Stacy Chitty (Managing Partner, Blue Vault) describes how the world…
How much capital did interval funds raise through the first three quarters of 2022 compared to all of 2021?
How much capital did interval funds raise through the first three quarters of 2022 compared to all of 2021? Answer: All interval funds raised $22.2 billion through the first three quarters of 2022 compared to $21.9 billion for all of...
Rents push up U.S. consumer prices; inflation gradually cooling
U.S. consumer prices accelerated in January as Americans continued to be burdened by higher costs for rental housing and food, suggesting…
The gap between remote and onsite work narrows — again
The number of Americans back in offices has been steadily climbing since the height of the pandemic. But it’s starting…
US Hotel Revenues Fully Recover in 2022
The U.S. hotel sector has largely recovered from the pandemic’s fallout, as revenues, profits and labor costs hit record…
Public and Private Real Estate Divergence Presents Opportunity for Investors
The U.S. commercial real estate market is amid an uncoupling. Property operational performance has generally been strong for both…










