Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
Madison Communities Acquires Venture at Long Shoals, an 86-Unit Luxury Multifamily Community in the Asheville MSA
The acquisition closed Nov. 25, reinforcing Madison’s footprint among the most in-demand apartments in Asheville and the surrounding region.
Based on the nontraded REITs tracked by Blue Vault, which offering had the highest distribution rate for their I shares in the third quarter of 2025?
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Recent News
How North Carolina’s Cornerstone Leverages Faith to Help its Clients Manage ‘Eternal Wealth’
Johnathan Rickman | Blue Vault Cornerstone Wealth Management, a Raleigh, NC-based financial services firm, was founded on of a leap of faith. Former pastor R. Floyd Green...
Inland and University Partners Form Strategic Student Housing Relationship
Inland Private Capital Corporation Inland Private Capital Corporation (“IPC”), an industry leading real estate investment manager, and University Partners, a leading owner...
Capital Square Fully Subscribes DST Offering of Manufactured Housing Community Holiday Park Near Tampa Florida
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Strategic Marketing Planning For Your Next Fund Launch
Marketing Intent Launching a new fund in the alternative investment space is an exciting venture, but it can quickly become overwhelming without a solid marketing strategy...
Communicate Your “Why”
Marketing Intent Communicate Your “Why” Understanding and communicating the fundamental reasons behind your firm’s investment strategy—the “why”—is not just beneficial,...
Bluerock Hires Alternatives Industry Veteran Julia Phillips as Chief Marketing Officer
Bluerock Bluerock announced today that it has hired industry veteran Julia Phillips to serve as Managing Director and Chief Marketing Officer. In this newly created...
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CNB Custody: Alternative Asset Custody: Solutions To Your Biggest Issues
Blue Vault research subscribers can watch CNB Custody’s Blue Vault Bowman Alts Week 2022 presentation, featuring Michelle Thomas (Vice President, Marketing & Business Development).
Opportunity in Energy Corridor and Texas
The latest edition of THE RALPH BIVINS PROJECT podcast features an interview with Al Hartman of the Hartman family of non-traded…
iCapital: An Overview of Structured Products
An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined investment outcome, gain exposure to an asset class, or hedge existing positions. Read White...
Headroom in Tech Budgets Offers Long-term Upside for Private Capital
Headroom in Tech Budgets Offers Long-term Upside for Private Capital June 13, 2022 | iCapital Key takeaways from this white paper: • Current valuations for tech providers may seem high, but the headroom for increases in corporate tech expenditures suggests that...
Marketing Intent: It’s Not About Your Services – 3 Ways To Connect With The Right Clients On Your Website
It’s Not About Your Services – 3 Ways To Connect With The Right Clients On Your Website June 13, 2022 | Marketing Intent It’s not about your services when you’re thinking about your website and how to attract the right clients – it’s who you would like to work for...
Big landlords jump into the homebuilding business as demand for single-family rentals surges
As demand for single-family rental homes surges, big landlords are jumping into the homebuilding business to shore up falling supplies…
Gladstone Land Provides Business Update
Gladstone Land Corporation (NASDAQ:LAND) (“Gladstone Land” or the “Company”) announced that, in light of the recent price volatility…
Preferred Apartment Communities, Inc. Announces Proxy Advisory Firms ISS, Glass Lewis and Egan-Jones All Recommend Stockholders Vote “FOR” Proposed Acquisition by Blackstone Real Estate Income Trust, Inc.
Preferred Apartment Communities, Inc. (NYSE: APTS) (“PAC”) today announced that independent proxy advisory firm Egan-Jones Proxy…
Amazon’s Plan to Sublease Industrial Space May Just Be the Start
Over the last decade, first-mile warehouses have evolved from traditional, 31-ft.-clear-height facilities with 500,000 to 1 million square feet…
Kroll Sees Modest Cap Rate Hikes if Treasury Yields Don’t Climb Too Much
Capitalization rates, or yields that property investors seek from their investments, generally have changed as risk-free interest rates have…











