Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
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Recent News
Brian Evans: Alternatives Are a True Diversification Class
Brian Evans (Founder, Madrona Financial Services) reviews five attributes of investing and how many apply to alternative investments in this Blue Vault...
Concerns percolate about how SEC’s AI proposal aligns with Reg BI
Concerns percolate about how SEC’s AI proposal aligns with Reg BI July 27, 2023 | Mark Schoeff Jr. | Investment News An SEC proposal to eliminate conflicts of interest in...
Blue Vault Expands Coverage of Tender Offer Funds
Blue Vault’s coverage of tender offer funds expands with first-time reporting on ten offerings. See below for a complete list of all the newly-published classic pdf...
Blackstone’s EQ Office sells Costa Mesa office campus at 10% loss
Blackstone’s EQ Office sells Costa Mesa office campus at 10% loss July 27, 2023 | Isabella Farr | The Real Deal Blackstone has sold an office campus in Costa Mesa for $91.5...
US commercial property delinquencies rise further in July, report says
US commercial property delinquencies rise further in July, report says July 26, 2023 | Matt Tracy | Reuters Nearly $12 billon of loans in U.S. commercial mortgage-backed...
Brian Evans: Vetting Alts Sponsors for Your Practice
In this Blue Vault Minute, Brian Evans (Founder, Madrona Financial Services) talks about the factors he considers when choosing which alts sponsors to work with in his...
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Dunkin’ Brands to go private in $8.76 billion deal by Arby’s owner
Inspire Brands Inc will buy Dunkin’ Brands Group Inc DNKN.O for $8.76 billion, the two companies said late on Friday, bringing chains like Arby’s and Dunkin’ Donuts under…
Nareit Research Estimates 145 Million Americans Invested in REITs
New research by Nareit estimates the number of American households and Americans living in them that own REIT stocks directly or indirectly through mutual funds…
Starwood Real Estate Income Trust Reports Acquisitions
On October 27, 2020, Starwood Real Estate Income Trust (“the REIT”) acquired a fee-simple interest in an affordable housing multifamily portfolio…
Blackstone Real Estate Income Trust Declares October Distributions
On October 29, 2020, Blackstone Real Estate Income Trust, Inc. declared distributions for each class of its common stock in the amount per share…
Cantor Fitzgerald Income Trust Declares October Distribution
As authorized by the board of directors of Cantor Fitzgerald Income Trust, Inc. (the “Company”), on October 30, 2020, the Company declared the…
Starwood Real Estate Income Trust Declares October Distributions
On October 30, 2020, Starwood Real Estate Income Trust, Inc. declared distributions for each class of its common stock in the amount…
Net Lease Investors Brace for Biden Victory
Like most Americans, Chris Pappas, associate director with Marcus & Millichap’s Net Lease Division, is keenly attuned to what is happening in the…
Pandemic Weighs on US Hotel Performance in Week Ended Oct. 24 – STR
U.S. hotel performance in the week ended Oct. 24 remained impacted by the coronavirus pandemic, with revenue per available room declining…
ExchangeRight Fully Subscribes $97.43 Million DST Offering Net-Leased To Essential Businesses
PASADENA, Calif. – ExchangeRight has fully subscribed its $97.43 million Net-Leased Portfolio 39 DST offering designed to generate stable cash flows to investors…
How COVID-19 Has Revealed the Non-Correlation and Lower Volatility of Alternatives
In a Blue Vault webinar entitled “Why Wealth Advisors are Looking More Closely at Alternative Strategies During the Pandemic” broadcast on October 29, H. Michael Schwartz…
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