Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
PGIM to merge public/private credit units into $1tn platform
The reorganization comes under the direction of PGIM’s new CEO Jacques Chappuis.
NexPoint Launches Lodging I DST Offering for the Residence Inn Salt Lake City – West Jordan
“We view this as a strategic step in broadening our alternative investment platform within the lodging space.” — Matthew McGraner, CIO at NexPoint.
Blue Vault Publishes New Interval Fund Reports
Blue Vault’s research catalog now includes twenty-two March 31, 2025, Interval Fund Individual Performance Pages. More interval fund and tender offer fund research will be published soon.
Essential Income REIT – Only in its Class to Fully Cover 2024 Distributions with AFFO According to Blue Vault
The data represents the REIT’s consistent inception-to-date track record of fully funding its cash distributions solely from its operations instead of from investor equity or financing.
Recent News
US Hotel Metrics Rise in Week Ended April 22
US Hotel Metrics Rise in Week Ended April 22 April 28, 2023 | Muhammad Hammad Asif | S&P Market Intelligence US hotel performance was up week over week during the week...
Automation is critical to modernizing the loan market
Automation is critical to modernizing the loan market April 27, 2023 | Steve Sulecki | SS&C With institutional investors allocating to debt funds in growing numbers,...
Self-Storage Assets as a Recession Resistant CRE Sector
Self-Storage Assets as a Recession Resistant CRE Sector April 27, 2023 | James Sprow | Blue Vault Self-storage is a commercial real estate sector that has attractive...
Trend following and the diversification potential of positive skew
Trend following and the diversification potential of positive skew April 26, 2023 | Andrew Snyder | CAIS Investors tend to rely upon well-known risk-adjusted return...
Inflation playbook – Managing through an inflation cycle
Inflation playbook – Managing through an inflation cycle April 26, 2023 | MercerInsight Community Speed read • After the 2021-2022 inflation shock, we enter 2023 with...
Don’t Be Held Hostage By PowerPoint
Don’t Be Held Hostage By PowerPoint April 26, 2023 | Marketing Intent A client we recently worked with was frustrated with their PowerPoint presentations. EVERY SLIDE WAS AN...
More articles…
JLL Income Property Trust Announces Tax Treatment of 2019 Distributions
JLL Income Property Trust, an institutionally managed, daily valued perpetual life REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), today announced…
January Nontraded REIT Capital Raise
Blue Vault received January sales totals for 17 effective nontraded REIT program offerings as of January 11. Sales reported by those 17 NTRs totaled…
Docupace
Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, they’ve dedicated their resources…
Docupace
Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, they’ve dedicated their resources to…
Riskalyze Provides Tools to Align Client Goals and Risk Tolerance with Portfolio Design
How much investment risk should clients take on? Riskalyze uses leading scientific theory to objectively pinpoint an investor’s “Risk Number.” Using the investor’s Risk Number and…
Riskalyze Provides Tools to Align Client Goals and Risk Tolerance with Portfolio Design
How much investment risk should clients take on? Riskalyze uses leading scientific…
InPoint Commercial Real Estate Income, Inc. Originates More Than $76 Million in First Mortgage Loans in Q4
InPoint’s portfolio of first mortgage loans, CMBS and credit loans are secured by multifamily, industrial, office, hospitality, student housing and retail real estate assets located across the United States.
Pacific Oak Strategic Opportunity REIT II Responds to Third Party Tender Offer
Comrit Investments 1, LP, filed a tender offer for the shares of Pacific Oak Strategic Opportunity REIT II, Inc. at a price of $7.20 per share. In a letter to shareholders…
New Year Begins on High Note With Hiring Surge in Construction Sector
Better-than-expected job additions do not sway forecasts. Employers added 225,000 positions to payrolls in the first month of 2020, starting…
CNB Custody
Community National Bank (CNB) was founded in 1984 as a traditional bank by a group of individuals in Nemaha County, Kansas on a philosophy of…











