Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
iCapital® Launches BlackRock Private Credit Solution for Accredited Investors in Canada
iCapital introduces streamlined access to private credit for Canadian advisors and Canadian accredited investors.
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.
Recent News
John Hancock Closed-End Funds Declare Monthly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: May 1,...
Peachtree Group Announces Senior-Level Promotions
Peachtree Group | Business Wire Peachtree Group announces several senior-level promotions to support its strategic business initiatives. “We are delighted to announce our...
Private Wealth Is Heading To Alternatives—What’s Driving It And Where Is It Going?
Michelle Fuller | Manulife Investment Management Alternatives have been the preserve of institutional investors for decades but now, more than at any other time, a...
Leitbox Storage Partners LLC Closes Joint Venture With Top Institutional Investor, Establishes Programmatic Investment Opportunity for Leitbox Investors
Leitbox Storage Partners Leitbox Storage Partners LLC is pleased to announce a joint venture between Leitbox Portfolio Partners Self-Storage Fund II (“LB02”) and one of the...
Knowledge is the Key to Unlocking Advisor Success, Says Madrona Financial Founder Brian Evans
Johnathan Rickman | Blue Vault Unwavering curiosity and a drive to continue learning is the key that helped unlock Brian Evans’ success as a financial advisor and business...
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
Answer: FS Credit Real Estate Income Trust, Inc. provided Class I shareholders with an estimated 12-month total return thru February 2024 of...
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Opportunity Zone Investment Is Still Flocking To Areas That Don’t Really Need It
When the opportunity zone program was created five years ago as an incentive for investors to pay closer attention to economically disadvantaged…
BNY Mellon Investment Management: It’s time to create a more inclusive investment world
BNY Mellon Investment Management: It’s time to create a more inclusive investment world February 2, 2022 | BNY Mellon New global research reveals women could add more than US$3 trillion to global investments and want to invest where their money has a positive...
FORTUNE Names BNY Mellon One of the World’s Most Admired Companies
FORTUNE Names BNY Mellon One of the World’s Most Admired Companies February 2, 2022 | BNY Mellon BNY Mellon has been named one of the most admired companies in the world, according to a study published in FORTUNE magazine. This is the 25th time BNY Mellon has been...
Global Bond Losses Deepen to 11% From 2021 High, Most on Record
Global bond markets have suffered unprecedented losses since peaking last year, as central banks including the Federal Reserve look to tighten policy…
What You Should Know About The Cap Rate
The capitalization rate is a fundamental concept in the commercial real estate industry. Yet, it is often misunderstood and sometimes…
Cantor Fitzgerald Acquires Cold Storage Facility
The Company funded the purchase price and acquisition expenses with cash from its ongoing offering and the Citizens Facility…
Gladstone Commercial (GOOD) Buys Oklahoma Industrial Facility
In a bid to expand its property base in targeted thriving markets, Gladstone Commercial Corporation GOOD recently invested $5.9 million to…
Cottonwood Communities Was the Top Performing NAV REIT in 2021
Cottonwood Communities, a continuously offered nontraded REIT, achieved a 78.16% total return to Class A shareholders for the 12-month…
Which continuously offered nontraded REIT reported a 5.7% increase in the estimated NAV for its Class I shares from January 2022 to February 2022?
Which continuously offered nontraded REIT reported a 5.7% increase in the estimated NAV for its Class I shares from January 2022 to February 2022? Answer: Ares Industrial Real Estate Income Trust, Inc., (fka Black Creek Industrial REIT IV, Inc.) reported an estimated...
Demographics and the Outlook for Housing Demand
There are few statistics that are more helpful in forecasting the future than the demographics of populations. For example, it is safe…










