Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
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Recent News
The Top Employee and Independent Broker/Dealers
Diana Britton | WealthManagement.com Stifel had the highest satisfaction score among employee advisors, while Commonwealth took the top spot among independents, according to...
The Essential Income REIT’s Net Asset Value Increases Again
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the Net Asset Value (“NAV”) of the...
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault published the following Interval Fund and Tender Offer Fund Individual Performance Pages (IPPs) for the period ending April 30, 2024. Interval Funds 1WS Credit...
Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024
Phoenix American Phoenix American is pleased to announce the company has been recognized for three awards for industry excellence in the first half of 2024. Private Equity...
LODAS Six-Month Trading Volumes Rose 73%; Transfer-Agent Business Continues Momentum
LODAS Markets LODAS Markets, the only fully automated online marketplace to buy and sell alternative investments, reported 366 trading transactions for the first half of...
Go Store It Self Storage Names Adam Willey as New Director of Operations
Go Store It Self Storage Go Store It Self Storage, an affiliate of Madison Capital Group, has appointed Adam Willey as the new Director of Operations. With an impressive...
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Pacific Oak Opportunity Zone Fund I Closes with Approximately $118 Million in Total Assets
Pacific Oak Capital Advisors, a sponsor, and Pacific Oak Capital Markets, manager and distributor of real estate-focused…
Gladstone Land Acquires Olive Orchard in California
Gladstone Land Corporation (Nasdaq:LAND) (“Gladstone Land” or the “Company”) announced that it has acquired 1,374 gross…
iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes
iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes June 17, 2022 | iCapital After a hawkish Fed meeting, investors are rightly worried about what rate hikes may mean for growth, and what that might mean for portfolio positioning. We still see...
iCapital: Alternative Investments Compendium
iCapital: Alternative Investments Compendium June 21, 2022 | iCapital A comprehensive guide for understanding private capital markets, hedge funds, and cryptocurrency assets for Q1 2022. Get...
Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced today that…
Preferred Apartment Communities, Inc. Stockholders Approve Acquisition by Blackstone Real Estate Income Trust
Preferred Apartment Communities, Inc. (NYSE: APTS) (“PAC” or the “Company”) announced that, at the reconvened special…
Timing the Market Is Impossible
In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake…
Hines Global Income Trust Acquires Whole Foods-Anchored Property in Raleigh-Durham Market
Hines, the global real estate firm, today announced that Hines Global Income Trust (“HGIT”) has acquired Waverly Place, a…
‘Rapid Repricing’: Higher Interest Rates Slow CRE Deals, But Many Investors Won’t Be Deterred
Real estate debt investors have been enjoying favorable economic conditions for the last few years.
Despite the pandemic-fueled…
Publicly-traded REITs Weather a Repricing Period
REIT share prices have fallen as the broader stock market prices in interest rate hikes and the potential of a recession. But at the…
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