Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
LRT Company Fully Subscribes $17 Million All-Cash DST Offering Near Hilton Head Island
The all-cash DST will support the development of a 154-unit assisted living and memory care community.
iCapital® and Boreal Capital Management Entities Announce Global Partnership to Expand Access to Alternative Investments
Boreal Capital Management Entities appoint iCapital as a strategic global partner for alternative investments, enhancing cross-border client solutions.
Top-Tier Performance: ExchangeRight’s Essential Income REIT Continues Consistent Coverage of Distributions From Operations
In Q1 2025, the Essential Income REIT experienced one of the five lowest redemption rates, with redemptions totaling 1.51% of weighted average shares outstanding.
Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
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Recent News
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
The World’s Empty Office Buildings Have Become a Debt Time Bomb June 23, 2023 | Natalie Wong, John Gittelsohn, Jack Sidders and Shawna Kwan | Bloomberg In New York and...
Silicon Valley, Calif., Office Vacancy Surging
Silicon Valley, Calif., Office Vacancy Surging June 26, 2023 | S&P Global Market Intelligence Vacant office space is piling up in California’s Silicon Valley as...
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a...
More articles…
Recent Changes in Nontraded REIT NAVs Average Up 0.28%
The 12 nontraded REITs that have most recently reported their net asset values per share (NAVs) changes over a one-month period have an average increase in those values of 0.28%.
Prospect Capital Corporation (“Prospect”) announces $1.0 billion Convertible Preferred Stock Offering (the “Preferred Stock”)
Prospect is a publicly traded and SEC registered business development company with over $5.3 billion in total assets…
Carter Multifamily Completes $26.67 Million Acquisition in Birmingham, AL Suburb
BIRMINGHAM, AL, Aug 31, 2020 — Carter Multifamily today announced its acquisition of the 240-unit Summerchase at Riverchase for approximately…
Starwood REIT Acquires Decatur, GA Multifamily Community
Starwood Real Estate Income Trust Inc. bought The Baxter Decatur, a 290-unit multifamily community in Decatur, Ga., for $82 million from an…
Commercial Mortgage Debt in Distress Surges 320%, Moody’s Says
(Bloomberg) — More than $54.3 billion in U.S. commercial mortgage backed securities have been transfered to loan workout specialists mostly because of payment delinquencies…
Why Your Nonprofit Would Benefit from an Endowment
As universities and schools start to finalize back-to-school plans, many are leaning on their endowments during the current…
ExchangeRight Fully Subscribes Another All-Cash Portfolio of Properties Leased to Essential Businesses
PASADENA, Calif. – ExchangeRight has fully subscribed Net-Leased Portfolio 34 DST, its latest all-equity offering. The offering is designed to generate stable income and protect…
Research Brief: Housing
Pandemic alters housing choices. After being sequestered for months, with many people working from home and doing their shopping and schooling online, households are reevaluating their…
U.S. new home sales surge to highest since December 2006
New-home sales in the U.S. jumped to the highest level in almost 14 years in July as low mortgage rates helped fuel a suburban construction…
Inside the V(ALT), with Kirk Montgomery of Practus – Part 2 [full episode]
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