Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
Based on the universe of tender offer funds tracked by Blue Vault — and on the most recent filings — how much did the tender offer funds industry raise in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Why Choose a REIT Over Other Investment Vehicles?
In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right fit.
Driving Growth with Unified Marketing and Sales Messaging
Even minor inconsistencies between what marketing conveys and what your sales team communicates can reverberate throughout client interactions.
Recent News
Links Car Wash Appoints Marlene Arteta as Executive Vice President of Capital Markets to Spearhead Fundraising and Investor Relations
Madison Capital Group Marlene Arteta, VP of Capital Markets Links Car Wash, an innovative car wash platform committed to elevating the standard of clean cars across...
Ted Goldthorpe, Partner, Head of BC Partners Credit, on identifying a niche in private credit
In a captivating conversation with Giovanni Amodeo, Ted Goldthorpe, Partner and Head of BC Partners Credit, shared his invaluable insights on the private credit landscape,...
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Terry Gallagher | UMB Interval funds and tender-offer funds are popular investment vehicles for managers seeking to bring formerly private-only strategies to the registered...
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip....
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast...
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast...
More articles…
SmartStop Self Storage REIT, Inc. Recognized as Top Individual Performer in the Summer 2022 Issue of THE IPA/STANGER MONITOR
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company, announced…
Peachtree launches 1031 Exchange DST program
Peachtree Group has named Tim Witt as president of the company’s newly launched 1031 Exchange Delaware Statutory…
SS&C Acquires Tier1’s CRM Business
SS&C Acquires Tier1’s CRM Business August 23, 2022 | SS&C SS&C Technologies Holdings, Inc. announced it has acquired the sell-side Tier1 CRM business and related assets from Tier1 Financial Solutions in an all-cash transaction. Tier1 CRM is a leading...
iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS
iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS August 23, 2022 | iCapital iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS...
Home prices fell for the first time in 3 years last month – and it was the biggest decline since 2011
Home prices declined 0.77% from June to July, the first monthly fall in nearly three years, according to Black Knight…
Finding An Apartment Is Hard. Finding Workers For Those Apartments Is Much Harder
Any renter searching for an apartment, or retiree trying to choose a senior living home, can attest to the remarkable…
Marcus & Millichap Research Report: Housing Affordability
Fight against inflation derails single-family housing. The pandemic and ensuing lifestyle changes dramatically impacted the single-family market…
Bluerock Residential Growth REIT and Blackstone Real Estate Announce Anticipated Closing Date of Acquisition and Spin-Off
Bluerock Residential Growth REIT, Inc. (NYSE American: BRG) (the “Company”) and Blackstone Real Estate (“Blackstone”) today announced that the…
Sealy & Company Strengthens Louisiana Portfolio with 55,500 Square Foot Industrial Property in Lake Charles, LA
“We are excited to expand our portfolio in Louisiana with this acquisition…”
Bill Leitner: Liquidity & Capital Preservation
In this video clip from Alts Week 2022, Bill Leitner explains how liquidity and capital preservation has led to Leitbox’s success…









