Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
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Recent News
How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021?
How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021? Answer: Nontraded REIT programs raised $5.29 billion in Q4 2022, down from...
Private Credit Funds: Challenges and Opportunities
Private Credit Funds: Challenges and Opportunities May 16, 2023 | SS&C Changes in the mainstream lending landscape and the market’s less volatile nature drive more...
Poll: Biggest Challenge to Investing in Alts
Daniil Shapiro (Cerulli Associates) analyzes the results of a poll taken during the webinar, Integrating Alternative Investments into Your...
Luke Schmidt: Education is Key
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the importance of ongoing alts education for advisors in this video clip from the webinar, Integrating...
Daniil Shapiro: Defining Alts
Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar, Integrating Alternative Investments into Your...
Kimberly Flynn: The Growth of Interval Funds
Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue...
More articles…
Entrust Group
For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans. Entrust can assist investors in…
The Entrust Group
For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans…
Wall Street Journal Reports “Mom and Pop Millionaires Are Driving Blackstone’s Growth”
According to a February 14 WSJ article, “Individual investors have become one of Blackstone Group Inc.’s biggest sources of growth, a departure for an…
Centersky
Centersky is led by Gary Davi, an innovation award winning Capital Markets/Alt Sponsor CTO and his team of Salesforce Administrators and…
Centersky
Centersky is led by Gary Davi, an innovation award winning Capital Markets/Alt Sponsor CTO and his team of Salesforce Administrators and Developers that have…
Hines Global Income Trust Announces January 31 NAV Per Share
On February 13, Hines Global Income Trust, Inc. announced the transaction price for each class of the Company’s common stock as of January 31, 2020…
ExchangeRight’s Formula for Success in Private Placements
ExchangeRight Real Estate and its affiliates have experienced growing national demand for their offerings. The company stewards over…
Steadfast Apartment REIT Acquires Colorado Apartments with Retail
On February 11, 2020, Steadfast Apartment REIT, Inc., through STAR Patina Flats, LLC, an indirect, wholly-owned subsidiary of the Company, acquired from…
JLL Income Property Trust Acquires Two-Building Office Portfolio in Phoenix
CHICAGO, Feb. 11, 2020 /PRNewswire/ — JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), today announced the acquisition of…
Three New Properties Added to SmartStop and SmartCentres Joint Venture
On February 11, 2020, SmartCentres Real Estate Investment Trust (“SmartCentres”) announced a plan to add three new self storage locations to their…
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