Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
A 1% Tender or a 5% Repurchase Program? Why the Details Matter for Nontraded BDC Investors
A recent nontraded BDC tender offer illustrates why two investments in the same product category can provide shareholders with very different paths to liquidity.
Private Credit’s Liquidity Test Isn’t Over: BCRED Repurchase Requests Remain Elevated
BCRED is facing another quarter of elevated repurchase requests, but a closer look at the numbers reveals an important wrinkle for advisors following the private credit market.
Cottonwood Communities Plans $614 Million Multifamily Merger With Mandel Group
Cottonwood Communities has entered into a multifaceted transaction that would expand both its apartment portfolio and property-management operations.
BlackRock Private Credit Fund Names New CEO and President
BlackRock Private Credit Fund has reorganized its senior leadership following the departure of an executive who held several key positions.
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Recent News
Victory Capital Acquisition Would Reshape First Eagle Private Credit Fund’s Advisory Structure
First Eagle Private Credit Fund disclosed that Victory Capital Holdings has agreed to acquire First Eagle Holdings, the parent of the nontraded business development...
Fidelity Private Credit Fund Adds Supplemental Distribution Following Borrower Restructuring
Fidelity Private Credit Fund declared a supplemental distribution while reporting that a completed borrower restructuring contributed to a realized loss during July 2026. On...
JLL Income Property Trust Acquires Alabama Shopping Center for $94 Million
JLL Income Property Trust has acquired Midtown Village, an open-air shopping center in Tuscaloosa, Alabama, for approximately $94 million. The acquisition expands the daily...
Procaccianti Hotel REIT Limits Second-Quarter Share Repurchases to Approximately 3%
Procaccianti Hotel REIT will fulfill approximately 3% of most share repurchase requests submitted for the quarter ended June 30, 2026, after reaching the funding limit under...
Private Credit Is Expanding Beyond Corporate Loans
Private credit has become one of the fastest-growing segments of alternative investing, but the category is increasingly extending beyond the middle-market corporate loans...
Are BDC Investors Buying Performance or Something Else?
Are BDC Investors Buying Performance or Something Else? Blue Vault recently reported that comparable BDC gross capital raise declined from approximately $5.33 billion in Q1...
More articles…
Opportunity Zones 2.0 Is Taking Shape: What Advisors Should Watch Before 2027
Post Excerpt: The map of Opportunity Zone investing is about to change, and decisions being made by states now could shape where capital flows for the next decade.
What Does a Discount to NAV Really Mean for a Nontraded BDC Investor?
A series of discounted offers for nontraded BDC shares is raising an important question about what investors are willing to pay for liquidity.
Priority Income Fund Tender Offer Sees Heavy Demand as NAV Declines
Priority Income Fund’s latest tender offer drew requests far exceeding the shares available for repurchase, leaving investors with sharply prorated liquidity.
JLL Income Property Trust Completes 20th Full-Cycle UPREIT Transaction
JLL Income Property Trust has completed another full-cycle 721 UPREIT transaction through its JLL Exchange platform, reaching a significant milestone for a program designed to provide 1031 exchange investors with a path from individual DSTs into a diversified real estate portfolio.
ExchangeRight Announces Full Subscription of $26.95 Million Net-Leased All-Cash 19 DST
ExchangeRight has fully subscribed its $26.95 million Net-Leased All-Cash 19 DST, a debt-free portfolio of necessity-based retail and telecommunications properties. The offering combines long-term net leases with multiple potential exit strategies for 1031 exchange and cash investors.
SmartStop General Counsel Sells Shares While Retaining Significant Equity-Based Holdings
SmartStop’s general counsel sold a portion of his directly held shares in the self-storage REIT, but the SEC filing reveals a much larger continuing economic interest through long-term incentive and operating partnership units.
SEC to Consider New Offering Framework for Crypto Investments
The SEC is preparing to consider a new regulatory framework for certain crypto-related investments. While the proposal centers on digital assets, its potential significance could extend to a much broader corner of the investment industry.
TCPC Portfolio Reset Highlights Key Considerations for Private Credit Investors
BlackRock TCP Capital’s $523 million portfolio sale is a public BDC story, but the issues behind the transaction have broader implications for advisors evaluating private credit. Credit quality, leverage and liquidity reveal why looking beyond headline yields can matter.
Private Markets Offer New Paths to Portfolio Diversification
As high-net-worth investors look beyond the traditional stock-and-bond portfolio, private credit and real estate are gaining attention as additional sources of income and diversification. But incorporating alternatives requires advisors to look beyond headline yields.
Liquid Strategies Restates Financials for Two Interval Funds Following Interest Income Error
Liquid Strategies has restated previously reported results for two of its interval funds after identifying an accounting error involving accrued interest on private credit investments. The corrections significantly changed how the funds’ returns were classified, while leaving their net assets and total returns unchanged.
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