Professional SErvices News
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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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Recent News
Private Debt Exceeds Investor Expectations; RE Debt Funds Target ‘huge void’
Private Debt Exceeds Investor Expectations; RE Debt Funds Target ‘huge void’ August 25, 2023 | Claire Wilson | S&P Global Market Intelligence Of all...
Adding Value To Your Webinars
Adding Value To Your Webinars September 7, 2023 | Marketing Intent Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors....
Third-Party Information Is Invaluable
Third-Party Information Is Invaluable August 31, 2023 | Marketing Intent Financial advisors love getting third-party information from asset managers. This is what we’ve...
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has fully subscribed its Net-Leased...
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-7-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following...
AltsDay 2023 Registration Now Open
AltsDay 2023 Registration Now Open Join us for a one-day virtual educational event focused on the alternative investments market. This rapidly growing investment option...
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Alternative Investment Exchange (AIX) and Kalos Financial Partner to Streamline Processes and Advance Alt Investing
PHILADELPHIA AND ALPHARETTA, GA (March 1, 2021) – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell…
Inside the V(ALT), with Jolly Singh [Full Episode]
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Jolly Singh: Qualified Community Growth
In this clip, Jolly Singh speaks about the benefits of CIM’s approach to qualified communities.
Jolly Singh: CIM’s Vertical Integration
In this clip, Jolly Singh talks about CIM Group’s full vertical integration.
Jolly Singh: Meeting Unmet Needs in a Community
CIM Group’s approach is to find out what communities are missing.
Steadfast Apartment REIT Declares March Distributions
On February 18, 2021, the Board of Directors of Steadfast Apartment REIT, Inc. (the “Company”), approved and authorized a daily distribution to…
Continuously Offered Nontraded REITs Increase NAVs in January
There are 14 nontraded REITs that currently update their estimated NAVs per share either daily or monthly. As of February 23, 2021, 13 of the 14 had…
Hines Global Income Trust Acquires New Asset in Silicon Valley
(SANTA CLARA, CA.) – Hines, the international real estate firm, announced today that Hines Global Income Trust, Inc. (“Hines Global”) has acquired a single-tenant office…
Clip: Alignment of Interests
Clip: Alignment of Interests In this clip, Grier Eliasek (President and Chief Operating Officer of Prospect Capital Corporation) explains how Prospect Capital’s interests are aligned with that of its investors. Click here to watch the full episode. This podcast...
Clip: Commonality Across the Business
Clip: Commonality Across the Business In this clip, Grier Eliasek (President and Chief Operating Officer of Prospect Capital Corporation) reviews Prospect Capital’s investment objectives. Click here to watch the full episode. This podcast is not intended for the...
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