Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Emma Skedgel Joins SEI’s Defined Contribution Team
Appointment reinforces commitment to client service, better member outcomes.
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
GTIS Partners and Clyde Capital Joint Venture Announce $250 Million Mixed-Use Development Project in Phoenix Submarket of Surprise
GTIS & Clyde Capital GTIS Partners, a global real estate investment firm managing $4.5 billion in gross assets with a U.S. focus on residential and industrial/logistics...
Which interval fund type saw the greatest increase in the number of funds focused on this asset class since 2020?
ANSWER: Interval funds focused on real estate assets increased from eight funds in Q1 2020 to 18 funds in Q3 2023. 24.4% of the total assets of the 84 interval funds were in...
Fundraising by Real Estate’s Biggest Investors Hits 11-Year Low
Mark Heschmeyer | CoStar News Some of the biggest investors in commercial real estate — private equity firms and property trusts not tied to the stock market — posted poor...
Navigating The Unpredictable: Why Your Marketing Plan Should Be Agile
Marketing Intent In the fast-paced world of alternative investments, adaptability is key. Your marketing plan for the upcoming year may look well-crafted today, but can it...
Leitbox Acquires Automated Remote Management Firm, Reinforcing Its Technology-Driven Strategy
Leitbox Storage Partners For the second time, Leitbox Storage Partners LLC has made a commitment to technology to bolster its competitive edge. Today, Leitbox Storage...
SLI Capital and Madison Capital Announce Deal to Purchase Controlling Interest in Green Space Self-Storage Company
Madison Capital Group SLI Capital CEO Bryan Kane and Madison Capital CEO Ryan Hanks announced this week that their firms have purchased a controlling interest in Green...
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Brookfield REIT to be Distributed Through Brookfield Oaktree Wealth Solutions
Brookfield Asset Management Inc. (NYSE: BAM; TSX: BAM.A) (“Brookfield”) and Oaktree Capital Management, L.P. (“Oaktree”) today announced…
Phillips Edison & Company Reports Third Quarter 2021 Results; Raises Core FFO and Acquisitions Guidance
Phillips Edison & Company, Inc. (Nasdaq: PECO) (“PECO” or the “Company”), one of the nation’s largest owners and operators of grocery-anchored…
Listed US Equity REITs Traded at Median 2.6% Premium to NAV on November 1
Publicly traded U.S. equity REITs traded at a median 2.6% premium to their consensus S&P Global Market Intelligence net asset value…
Inland Private Capital Corporation Monetizes 34-Property Self-Storage Portfolio with $265 Million Sale on Behalf of Investors
“The storage sector has seen a dramatic increase in institutional demand for large scale, self-storage transactions over the past 12 months
Capital Square 1031 Acquires Newly Constructed, Class A Multifamily Community Near Florida’s Scenic Highway 30A
Capital Square, a leading sponsor of Delaware statutory trust (DST) offerings for Section 1031 exchange and other accredited investors, announced today the acquisition…
Dynamic Balance Sheet Modeling for Business Planning
Dynamic Balance Sheet Modeling for Business Planning September 21, 2021 | Jordan Taylor | UMB The pandemic has caused an abundance of uncertain times. It’s becoming repetitive to talk about, but it’s of major importance for the banking industry. At one point, it...
Strategic Wireless Expands Portfolio With Multiple Cell Towers and Other Assets
Strategic Wireless Infrastructure Funds Management (“Strategic Wireless”), announced today that through its affiliate, SWI Funds…
Brookfield Closes Transition of Nontraded REIT from Oaktree
Brookfield Asset Management Inc. finalized its assumption of the advisory role of Oaktree Capital Management LP unit Oaktree Real Estate Income Trust Inc…
ExchangeRight Recruits Fletcher Galloway to Enhance its Service of BD & RIA Firms in the Great Lakes and North Eastern Regions
ExchangeRight is pleased to announce the addition of Fletcher Galloway to its Broker-Dealer & RIA Relations team. As senior vice president and…
In a White Paper written in 2020, Brian Buehler, a Managing Partner of Triton Pacific Capital Partners, made a prediction based upon his study of the Spanish Flu Epidemic of 1918-1920. What did he say we should be prepared for?
In a White Paper written in 2020, Brian Buehler, a Managing Partner of Triton Pacific Capital Partners, made a prediction based upon…











