Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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ExchangeRight Fully Subscribes $63.34 Million Net-Leased Portfolio 74 DST
“Net-Leased Portfolio 74 continues our disciplined approach to building diversified portfolios of necessity-based real estate on behalf of investors…”
Q2 2026 Nontraded REIT Industry Review and Individual Performance Reports Now Available
Explore the latest market-level analysis and program-specific data to discover what changed in capital raising, assets, distribution coverage, leverage, redemptions, and total returns during the quarter.
Victory Capital Acquisition Would Reshape First Eagle Private Credit Fund’s Advisory Structure
A major asset-management acquisition could bring a new advisory structure to First Eagle Private Credit Fund.
Fidelity Private Credit Fund Adds Supplemental Distribution Following Borrower Restructuring
Fidelity Private Credit Fund’s latest update pairs an additional shareholder payout with several noteworthy changes beneath the surface. A closer look at the fund’s July results shows why distribution coverage alone does not tell the entire performance story.
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Recent News
Blue Vault Begins Publishing Q1 2026 Nontraded BDC Performance Reports
Blue Vault published the following thirteen Individual Performance Reports (IPPs). We will release a total of 24 IPPs this quarter, in addition to a limited data set for...
AllianceBernstein, Brookfield, and Carlyle Unveil Turnkey Private-Markets Solution for Defined Contribution Plans
AllianceBernstein | Brookfield | Carlyle AllianceBernstein Holding L.P. (NYSE: AB), Brookfield Asset Management (NYSE: BAM), and Carlyle (NASDAQ: CG) today announced a...
Industrial Leasing Activity Returns to Fundamentals as Texas Markets Stand Out
Sealy & Company U.S. industrial leasing activity is moving into a more normalized phase after the rapid expansion that followed the pandemic-era logistics surge. Demand...
SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)
SEI SEI® (NASDAQ: SEIC) today announced the launch of the SEI High Yield Bond & Alternative Credit ETF (NASDAQ: LEND) following the reorganization of the SIMT High Yield...
ExchangeRight’s Essential Income 6 DST Fully Subscribed as Investor Demand for Expedited 721 REIT Access Continues
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the full subscription of Essential...
Bluerock Private Real Estate Fund Announces Distribution Increase to 7% on NAV for June 2026, Marking Fourth Distribution Increase Since Listing
Bluerock Bluerock Private Real Estate Fund (ticker: BPRE) today declared that it will increase its distribution for June 2026, marking the fourth distribution increase since...
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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.
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: equity-focused interval funds or equity-focused tender offer funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: credit-focused interval funds or credit-focused tender offer funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Boost Advisor Engagement on LinkedIn
With a thoughtful strategy, this platform can become a real asset for connecting with advisors, building visibility, and supporting your sales efforts in a way that’s both compliant and effective.
Sealy & Company Positioned Across Key Markets as Coast-to-Coast Rail Network Advances
As coast-to-coast rail connectivity expands, demand for well-located industrial properties is expected to rise, and Sealy & Company’s portfolio is well positioned to meet that demand.
iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds
iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.
ExchangeRight Appoints Bryan Yvon as Senior Vice President of the Southeast Region
In this role, Yvon will serve financial advisors and representatives across Florida, Georgia, Tennessee, Alabama, Mississippi, and Puerto Rico.
The Opportunity in Regulatory Capital Relief at Eagle Point
We believe the RCR market will continue to grow, driven by evolving market dynamics and regulatory
landscapes.
Why Your Pitch Deck Fails
The pitch deck’s role is to spark interest and build confidence—not to close the deal outright. Leave space for curiosity.
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