Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Golf, Travel, And The New Hospitality Play In Your Portfolio
The question has shifted from “where should I go?” to “why do I want to go?” Rest, reconnection, and meaning are topping the list of travel motivations.
ExchangeRight Announces Full Subscription of $41.9 Million Net-Leased All-Cash 17 DST
Net-Leased All-Cash 17 DST is a closed offering and is not accepting new investors.
Is Your Digital Presence Working for or Against You?
Before a prospect ever takes a meeting, downloads a deck, or responds to outreach, they visit your website.
What is a semi-liquid fund?
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
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Recent News
ExchangeRight Adds Mollie Boyce as Senior Vice President of National Accounts
ExchangeRight ExchangeRight has announced the addition of Mollie Boyce as senior vice president of national accounts, expanding the company’s Distribution team. In this...
Moneyball Meets Wall Street: Opening Sports Ownership To Investors
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Are you tired of sitting on the sidelines? Do you envy the owner’s box...
Cove Capital Launches $9.7M Alaska Essential Net Lease Industrial DST
Cove Capital via AltsWire Cove Capital Investments LLC, a sponsor of debt-free Delaware statutory trust offerings for 1031 exchange and direct cash investors, announced it...
Bain Capital Agrees Sale of Cora Resort and Spa in Greece to Fattal Hotel Group
Bain Capital Bain Capital, a leading global private investment firm, today announced the completion of the sale of Cora Resort and Spa, a five-star, 181-room resort in...
Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s total assets under management as of September 30, 2025?
Answer: As of September 30, 2025, the nontraded REIT industry had $174.1 billion in assets under management, down from $178.0 billion the previous quarter and $184.3 billion...
SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution
SEI SEI® (NASDAQ: SEIC) today announced that Paul Lehman, CFA, has joined the company as Head of Bank Asset Management Distribution, reporting to Michael Lane, Head of SEI’s...
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Broker-Dealers: The Alts Ecosystem’s Salesforce
“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities.” — Catherine Bowman, The Bowman Law Firm
Blue Vault’s Publishes New Interval Fund and Tender Offer Fund Performance Reports
Blue Vault’s comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.
Blue Vault Publishes Q4 2024 Full Nontraded BDC Industry Review
Blue Vault published its Q4 2024 Full Nontraded BDC Industry Review. The Review includes data for 24 BDCs and industry summaries of total assets, capital raise, and more.
Ken Carpenter Promoted to President of Madison Capital Group
“Ken has been an integral part of our leadership team as Chief Investment Officer, and I am confident he will guide the company with the same vision, integrity, and energy that have brought us to where we are today,” — Ryan Hanks, Founder and Chief Executive Officer of Madison Capital Group.
Blue Vault: Unparalleled Alts Intel and Insights
Blue Vault prides itself on being the alternative investments “hub” for wealth advisors. That means being an exclusive source of performance metrics and alts knowledge.
Investor Demand for ExchangeRight’s Resilient All-Cash DST Offerings Continues
ExchangeRight fully subscribes its Net-Leased All-Cash 11 DST, offering 5.20% income from net-leased real estate and tax-deferred exit strategies.
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock and its affiliate Bluerock Value Exchange acknowledge 20 years of sponsoring industry-leading 1031 exchange and DST investment programs to individual investors.
Humanize Your Brand with Edutainment
Edutainment is a marketing strategy that is both engaging and memorable and it can transform the way you connect with financial advisors.
In terms of total assets, what percentage of the interval fund industry is made up of the ten largest funds?
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