Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Recent News
Inland Real Estate Acquisitions, LLC Closes the Purchase of a Luxury Build-to-Rent Multifamily Property in Glendale, Arizona
Inland Real Estate Corporation Inland Real Estate Acquisitions, LLC announced today that it negotiated and closed the purchase of a 190-unit luxury build-to-rent style...
Art Miller Joins ExchangeRight’s Growing Strategic Relations Team
ExchangeRight ExchangeRight, one of the nation’s leading providers and asset managers of investment real estate, has announced the appointment of Art Miller to its Strategic...
Perplexed by Alts? Find a Solution Among Your Peers at Alts Summit 2024
Johnathan Rickman | Blue Vault Whether you’re new to alternative investments or an experienced alts advisor seeking valuable new insights and strategies, Alts Summit 2024...
4 Tips To Improve Your Banner Ads
Marketing Intent In the world of alternative investments, staying ahead of the competition and capturing the attention of financial advisors is crucial. One tool asset...
Blue Vault Expands Coverage of Tender Offer Funds
NEW! Blue Vault made it easier to find the Interval Fund and Tender Offer Fund Individual Performance Pages you need by arranging the reports by fund name. Check it out!...
ExchangeRight Adds SVP Michael Leydig to Strategic Relations Team
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that to meet the growing demand from...
More articles…
Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons
Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons November 1, 2021 | SS&C As the world of data continues to expand exponentially, so do the challenges around compliance. Playing catchup isn’t a linear pursuit. Every day you lag behind...
Oaktree Real Estate Income Trust Declares Increased Distributions
On October 28, 2021, Oaktree Real Estate Income Trust, Inc. (the “Company”) declared
distributions for each class of its common stock…
InPoint Commercial Real Estate Income Declares October Distributions
The Board of Directors of InPoint Commercial Real Estate Income, Inc. has authorized a distribution for each class of its common stock…
A Tight Market For Industrial Service Facilities Is About To Get Tighter And Investors Sense Opportunity
Everyone is becoming more accustomed to seeing small trucks roam their neighborhoods, delivering goods ordered online…
ExchangeRight Affiliate Telos Capital Achieves Over 11% Investor Annual IRR with RV Resort Development
ExchangeRight’s sister company Telos Capital, a private equity real estate investment company that focuses on value-add and development real estate investments…
Steadfast Apartment REIT Shareholders to Vote on Independence Realty Trust Merger
On July 26, 2021, Steadfast Apartment REIT (“STAR”) and Steadfast Apartment REIT Operating
Partnership, L.P., its subsidiary operating…
Clip: The Post-Pandemic Lending Difference
In this clip from Inside the V(ALT), Andrew Winer discusses how the current lending environment is different from pre-pandemic conditions.
Sila Realty Trust Declares Distributions for November
On October 25, the board of directors of Sila Realty Trust, Inc. approved and authorized a daily
distribution to the REIT’s Class A…
A Matter of Trust(s): Real Estate Investment Trusts and the Global Economy
In this podcast they take a deep dive into the world of REITs. Nareit’s John Worth and CBRE’s Richard Barkham join host Spencer…
Beyond the Headlines: Why is CRE Outperforming?
John Chang, Senior Vice President, Director of Research for Marcus & Millichap discusses current CRE performance in this video…











