Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
This landmark project joins Virgin Hotels’ global portfolio of iconic urban hotels, including New York, Edinburgh, and its most recent homecoming in London.
Blue Vault Completes Publication of all Q4 2025 Nontraded REIT Performance Reports
Blue Vault’s research keeps you informed about Nontraded REIT performance.
Bluerock Value Exchange Fully Subscribes $71 Million Diversified Industrial Portfolio 6 DST
Bluerock also reported more than $3 billion in past and current 1031 exchange programs.
ExchangeRight REIT Increases Credit Facility, More Than Tripling Lender Commitments
This expansion promotes the execution of ExchangeRight’s aggregation strategy by greatly enhancing the company’s financing capacity and control over the REIT’s portfolio composition.
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Recent News
Peachtree Group and Western Alliance Bank Announce $50 Million Warehouse Facility to Support Equipment Finance Division’s Growth
Peachtree Group Peachtree Group (“Peachtree”) and Western Alliance Bank today announced that the Bank is providing a $50 million warehouse funding facility to support the...
Apollo Reports Fourth Quarter and Full Year 2025 Results
Apollo Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) today reported results for the fourth quarter and full year ended...
Blue Owl Capital Inc. Fourth Quarter 2025 Results
Blue Owl Blue Owl Capital Inc. (NYSE:OWL) (“Blue Owl”) today reported its financial results for the fourth quarter ended December 31, 2025. “Blue...
Madison Communities closes $24.7 million construction loan for Madison Trinity build-to-rent townhome community in Nashville
Madison Communities Madison Communities, a vertically integrated multifamily development and operating platform of Madison Capital Group Holdings, has closed a $24.7 million...
Based on the offerings tracked by Blue Vault, and most recent filings, what was the interval fund industry’s total assets under management as of October 31, 2025?
Answer: Based on the offerings tracked by Blue Vault, and most recent filings, the interval fund industry had $150.7 billion in assets under management as of October 31,...
Partners Capital and iCapital® Expand Access to Institutional-Quality Private Equity for Wealth Managers and Their Clients
iCapital iCapital1, the global fintech company shaping the future of investing, and Partners Capital, a leading global investment firm, today announced the expanded launch...
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BlueGate Opens New Property in Christiana, Expanding Storage Solutions for Middle Tennessee RV and Boat Owners
This marks the 18th property for the Madison Capital Group Holdings subsidiary, and the third in the state of Tennessee.
SEI to Hold Investor Conference in New York City
Presentations by SEI’s executive leadership will describe the company, its markets, solutions and platforms, and strategies for future growth.
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
Robinson and Hernandez were the exclusive speakers representing the self-storage sector, underscoring SmartStop’s leadership in technology innovation and its commitment to transforming operations through artificial intelligence.
Bridging the Gap: Why Marketing and Sales Need to Work Together
When marketing and sales are in sync, the results speak for themselves. Your messaging is tighter. Advisors are more engaged. And your team is better equipped to tell your story clearly, confidently, and consistently.
SEI Investments (Europe) Limited Makes Two Key Board Appointments
Diane Seymour-Williams is appointed as Board Chair; David Lawton joins as Independent Non-Executive Director.
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
In this new role, Michele will be instrumental in advancing relationships with broker-dealers, RIAs, custodial platforms, and other key partners.
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
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