Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
Platform offers turnkey operational support for investment managers seeking diversified, innovative strategies.
Mentenova and SEI Partner for Global Equity Investments
Science-backed, data-driven process powered by technology to deliver better outcomes for South African investors.
Inside the V(ALT) with Marketing Intent
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Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.
Recent News
Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports
Blue Vault will publish 23* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2024. The following ten IPPs were published today and are available to Blue Vault...
The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact
Johnathan Rickman | Blue Vault The best leaders are those who pay it forward. Rather than simply set a good example, they are driven to help pave the way for others’ future...
Capital Square Receives Zoning Approval for Mixed-Use Apartment and Hotel Project in Richmond, Virginia
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of multifamily communities,...
Q2 2024 NTR AND BDC Filing Deadline: August 14, 2024
The SEC deadline for Q2 2024 quarterly financial report filings was August 14, 2024. Blue Vault begins processing data and preparing individual performance reports as...
Elevating Your Firm With High-Quality Marketing: Why It Matters
Marketing Intent For alternative investments sponsors, the quality of your marketing materials can make or break your firm’s ability to attract and retain advisors and...
The dividends of policy divergence
Christopher M. Chapman, CFA | John Hancock Key takeaways • Interest-rate policy divergence continues to be a source of duration opportunity for actively managed...
More articles…
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
Prospect Capital Corporation (the “Company”) today announced the results of its previously announced cash tender offer (the “Tender Offer”) to purchase…
August Total Returns for Continuously Offered NTRs Beat Listed REITs
All but one of the 14 continuously offered nontraded REITs reported positive total returns in August compared to the NAREIT All REIT Index had a negative 5.92%…
Full Q2 2022 Nontraded REIT Industry Review is Available
Full Q2 2022 NTR Industry Review is Now Available The Full NTR Industry Review is available to Blue Vault subscribers. The NTR Review is a valuable resource with information such as Q2 2022 and historical capital raise, AUM, distribution yields, the latest full-cycle...
Brian Conneely: Making Your Practice Bullet Proof
In this clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Brian Conneely (Peak Capital Solutions, LLC) emphasizes…
Gladstone Commercial Announces Industrial Acquisitions in Jacksonville, FL and Fort Payne, AL
Gladstone Commercial Corporation (Nasdaq:GOOD) has acquired two industrial assets, totaling 116,706 square feet, in Jacksonville, Florida and Fort Payne, Alabama…
US Hotel Performance Up for Week Ended September 17
Performance data for U.S. hotels for the week ended Sept. 22 was higher across three key measurements compared…
Demand Outstrips Supply in Industrial and Retail Sectors in Second Quarter 2022
Space market fundamentals can differ markedly across property types. Recent data from CoStar highlight some of the supply and demand…
Marcus & Millichap: Retail Sales
Pair of drivers back positive retail momentum. Store-based retail sales, which exclude automotive and gas purchases, as well as those…
Can REITs thrive amid high inflation?
All markets are mired in uncertainty because of high inflation and interest rates. But it is in precisely this situation that real assets, including…
Marcus & Millichap Special Report: U.S. Single-Tenant Net-Leased Retail National Report 3Q 2022
Labor Market Strength Supports Spending as Headwinds Approach; Record Single-Tenant Trading Reflects Investors’ Optimism…











