Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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SmartStop-Sponsored REITs to Merge in $1.2 Billion All-Stock Transaction
The merger creates a larger, more diversified self-storage REIT with expanded U.S. and Canadian holdings and interests in multiple DST programs.
How Much Liquidity Does a Portfolio Need? Balancing Public and Private Market Investments
As private market investments become more accessible to individual investors, portfolio liquidity is an increasingly important consideration.
Private Capital Plays a Growing Role in Financing the World Cup Economy
The World Cup is more than a global sporting event—it is a multibillion-dollar business ecosystem.
Advisor Guidance Becomes Key Factor in Private Credit Allocations
A wave of withdrawals from a Blue Owl private credit fund highlights the growing importance of liquidity considerations, advisor education, and distribution strategy
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Recent News
NexPoint Launches Multifamily DST Offering for Greensboro, North Carolina Property
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Waterford DST (the “Offering”), a Delaware statutory...
Blue Vault Interval Fund, Tender Offer Fund Update for Period Ending December 31, 2025
Blue Vault has published the following Individual Performance Reports (first-time reports are noted in orange font): Interval Funds Accordant ODCE Index Fund 2025-12-31...
How Marketing Shortens the Sales Cycle for Alternative Investment Firms
Marketing Intent Marketing teams, here’s the reality: your real job isn’t just creating content—it’s helping shorten the sales cycle. That can be easy to lose sight of....
Inland Names Catherine Lynch as Chief of Staff
Inland The Inland Real Estate Group, LLC (“Inland” or “the Company”), one of the nation’s largest vertically integrated commercial real estate investment, finance and...
iCapital® Acquires Hexure to Create the Industry’s First End-to-End Annuity and Insurance Technology Platform
iCapital iCapital1, the global fintech company shaping the future of investing, today announced that it has entered into a definitive agreement to acquire Hexure, a trusted...
Sealy & Company Announces Two New BOMA 360 Designations Across Managed and Owned Properties
Sealy & Company Sealy & Company continues to expand the number of properties within its portfolio recognized for operational excellence, with two additional...
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Blue Vault Published its Q2 2025 Full Nontraded REIT Industry Review
The Q2 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. The Review includes 36 Individual Performance Pages (IPPs) and limited data on three additional REITs, including the new StratCap Digital Infrastructure REIT.
ExchangeRight Appoints Jeff Noblin as Senior Vice President of the South Central Region
Noblin brings more than 25 years of leadership experience in wealth management, where he has partnered with financial advisors and institutions to deliver alternative investment strategies designed for long-term value.
Blue Vault Q2 2025 Full Nontraded BDC Industry Review is Published
The Q2 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The review includes 24 Individual Performance Pages (IPPs).
Hotels And Private Credit: A Match Made In Heaven
When traditional banks deny loan applications or tighten their purse strings, private credit can provide the reliability and flexibility that owners need to move commercial projects forward.
Bluerock Value Exchange Launches $71 Million 1031 Exchange BR Diversified Industrial Portfolio 6 DST
DIP 6 represents BVEX’s 43rd individual DST program, and sixth sequential industrial-focused DST program.
Blue Vault Q2 2025 NTR Performance Report Update
Blue Vault has now published 36 Nontraded REIT Individual Performance Pages for Q2 2025.
Q2 2025 Blue Vault Nontraded BDC Performance Report Update
Twenty-four Q2 2025 Nontraded BDC reports are now available for members. Blue Vault’s Individual Performance Pages help you track performance.
RIA Email Marketing That Misses
Every email should serve a purpose in the journey toward building a relationship, not just securing a transaction.
Nephila Capital Selects SEI as a Global Strategic Partner
Global operational footprint and technology capabilities enable scale and power growth.
John Hancock Closed-End Funds Declare Quarterly Distributions
Quarterly distributions were announced for the John Hancock Diversified Income Fund and for the John Hancock Financial Opportunities Fund.
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