Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management
In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.
Of the 18 open nontraded REITs tracked by Blue Vault, how many of those in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four quarters?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
Recent News
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
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What percentage of total industry assets were made up by the ten largest interval funds?
Answer: The ten largest interval funds made up 70.3% of total industry assets, led by Cliffwater Corporate Lending Fund (22.5%), ACAP Strategic Fund (13.8%), and Bluerock...
Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
Vistra Vistra, a leading provider of essential business services that help organizations to invest and grow efficiently and compliantly across the world, today announced its...
Inland Appoints Jovan Marconi as Chief Information Officer
Inland Real Estate Group The Inland Real Estate Group, LLC (together with its affiliate companies “Inland”), one of the nation’s largest commercial real estate and finance...
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Go Store It Self Storage Go Store It Self Storage, an affiliate of Madison Capital Group, has acquired a modern 54,565-square-foot self-storage facility at 500 Scarboro Lane...
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight Watch Now ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors have fully...
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Four Springs Capital Markets Fully Subscribes All-Cash DST Offering
Four Springs Capital Markets, a distributor of tax-deferred 1031 exchanges, has fully subscribed FSC Diversified 2 DST, a $15.1…
Industrial National Report
International Forces Position U.S. Industrial Properties Favorably; Nearshoring and Reshoring Potential Raises New…
CRE Property Prices Down 4.9% From Recent Highs
It’s hard to remember that basic truth of Newtonian physics that what goes up, unless snagged by a high-flying eagle, eventually…
Scorching inflation hits 9.1%, highest since 1981
Inflation soared to a fresh four-decade high in June, as prices rose 9.1% from last year — 1.3% from the prior month — the…
ExchangeRight Surpasses $5 Billion in Assets Under Management
ExchangeRight, one of the nation’s leaders in diversified real estate investment strategies, announced that the company and its…
Jay Steigerwald: Megatrend as a Result of the Pandemic
In this clip from the webinar, “What’s Inflation Doing to my Nontraded REIT Portfolio?”, Jay Steigerwald…
Advisor Larry Barocas: CRE as an Inflation Hedge
In this clip from the webinar, What’s Inflation Doing to my Nontraded REIT Portfolio?, Advisor Larry Barocas…
Alise Lucero: The Importance of Video in a Marketing Campaign
In this clip from Alts Week 2022: How to Market to a Goldfish-Combatting the 8-second Attention Span, Alise…
Gladstone Commercial Corporation Appoints Chief Investment Officer
Gladstone Commercial Corporation (Nasdaq:GOOD) (“Gladstone Commercial” or the “Company”) announced that its board of…
Advisor Larry Barocas: How Inflation is Affecting Advisors
In this clip from the webinar, What’s Inflation Doing to my Nontraded REIT Portfolio?, Advisor Larry Barocas…










