Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Capital Square Launches New Active Living DST Offering in Richmond’s Short Pump Submarket
The offering is available to accredited investors only.
2026 Alternative Playbook: What To Overweight, Underweight, And Why
Including alternatives in your portfolio can help manage risk and protect against market ups and downs.
Blue Vault Performance Report and Industry Review Update 12-29-2025
Read Blue Vault’s year-end performance report and industry review update. Let us serve your alts data needs in 2026!
Eagle Point Credit Company Inc. Announces Full Redemption of the 8.00% Series F Term Preferred Stock Due 2029
This redemption reflects the company’s ongoing efforts to optimize its capital structure and reduce financing costs.
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Recent News
Griffin Capital Qualified Opportunity Zone Fund II, L.P. Announces the Completion of Construction on a 396-Unit Multifamily Community in Herndon, Virginia
Griffin Capital Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, is pleased to announce the completion of construction on...
Based on the offerings tracked by Blue Vault, in what year did nontraded REIT industry sales reach its highest peak?
Answer: Based on the offerings tracked by Blue Vault, nontraded REIT industry sales peaked in 2021 at $35.7 billion. Discover...
Capital Square LLC Offering to Fund Second Development of Single-Family Build-For-Rent (BFR) Community Near Phoenix with Sunstone Two Tree
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, today announced the...
Gold’s Surge, Silver’s Upside: Peter Boockvar Says the Bull Market Isn’t Done
Neptune Global In this episode of The Alternative Edge Report, host Olivia Voz sits down with Peter Boockvar, Chief Investment Officer of One Point BFG Wealth Partners, to...
From Complex to Compelling: How to Communicate Returns Advisors Understand
Marketing Intent If you’re an alternative investment sponsor, you already know: the question advisors want answered above all else is, “What’s the return?” It’s the...
CIM Group Closes $93.1 Million Loan to DivcoWest for Acquisition of 399 Boylston, 245,000-Square-Foot Class A Office and Retail Building in Boston’s Back Bay
CIM Group CIM Group announced today that its CIM Real Estate Debt Solutions business, on behalf of a CIM-managed fund, has closed a $93.1 million whole loan to DivcoWest for...
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BlueGate Opens New Property in Christiana, Expanding Storage Solutions for Middle Tennessee RV and Boat Owners
This marks the 18th property for the Madison Capital Group Holdings subsidiary, and the third in the state of Tennessee.
SEI to Hold Investor Conference in New York City
Presentations by SEI’s executive leadership will describe the company, its markets, solutions and platforms, and strategies for future growth.
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
Robinson and Hernandez were the exclusive speakers representing the self-storage sector, underscoring SmartStop’s leadership in technology innovation and its commitment to transforming operations through artificial intelligence.
Bridging the Gap: Why Marketing and Sales Need to Work Together
When marketing and sales are in sync, the results speak for themselves. Your messaging is tighter. Advisors are more engaged. And your team is better equipped to tell your story clearly, confidently, and consistently.
SEI Investments (Europe) Limited Makes Two Key Board Appointments
Diane Seymour-Williams is appointed as Board Chair; David Lawton joins as Independent Non-Executive Director.
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
In this new role, Michele will be instrumental in advancing relationships with broker-dealers, RIAs, custodial platforms, and other key partners.
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
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