Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Sealy & Company’s Houston Renewal Recognized with CoStar Power Broker Award
The transaction ranks among the top industrial lease renewals completed in the Houston market during the quarter.
SEI to Present at Raymond James 47th Annual Institutional Investors Conference
A link to a replay of the webcast will be available following the conference.
Eagle Point Announces Strong Year of Performance with 2025 Year-End Review
Eagle Point reaches $14 billion of AUM across six core strategies.
Madison Capital Group Launches Multifamily DST for a Newly Constructed Luxury Community in North Carolina
The 1031 exchange and cash investment opportunity offers access to stabilized boutique multifamily asset near Asheville.
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Recent News
ExchangeRight’s Essential Income 3 DST Fully Subscribed Amid Soaring Investor Demand for DSTs With Expedited 721 REIT Access
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the full subscription of Essential...
CMCT Announces Completion of 1915 Park, 36-Unit Apartment Building in Echo Park Neighborhood of Los Angeles
CIM Group Creative Media and Community Trust Corporation (“CMCT”) (NASDAQ: CMCT and TASE: CMCT-L) announced today that it has completed development of 1915 Park Ave.,...
Blue Vault Q3 2025 REIT & BDC Performance Report Update
Thirty-four nontraded REIT and twenty-two nontraded BDC Q3 2025 Individual Performance Reports (IPPs) are now available. Limited data is available for three more nontraded...
Based on the nontraded BDCs tracked by Blue Vault, how much private capital did the nontraded BDC industry raise in the second quarter of 2025?
Answer: Based on the offerings tracked by Blue Vault, the nontraded BDC industry raised approximately $3.1 billion in private capital in Q2 2025, compared to $2.6 billion in...
Why Social Media Delivers Even When Engagement Looks Invisible
Marketing Intent There’s a curious paradox about social media in the world of alternative investments. You post, you wait, you refresh the screen and nothing. No likes, no...
Blue Vault Webinars: Keeping Advisors Informed and Alts-Smart
Johnathan Rickman | Blue Vault Keeping advisors up to date on industry trends and innovations is a core part of Blue Vault’s mission to expand understanding of alternative...
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‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
What percentage of nontraded REIT public capital raise came from Blackstone REIT in the third quarter of 2024?
Unlock exclusive insights and stay ahead in alternative investments with Blue Vault’s ‘Inside the Vault’—click to explore now!
What percentage of the nontraded REIT public capital raised in the third quarter of 2024 came from Blackstone REIT?
Unlock exclusive insights and stay ahead in alternative investments with Blue Vault’s alts performance pages!
Stakeholder Buy-In: With Data And Insights, You Can Build Bridges
Marketing Intent supports you in securing stakeholder buy-in with expert insights, detailed proposals, and collaborative strategies, driving your marketing success forward.
What’s the best way to transform your advisory practice into a savvy alts shop?
Join us for the 2025 Blue Vault Alts Summit, March 10-12 in Frisco, Texas.
Roaring ‘20s Redux? Explore Bull Market Upsides at January Community Groups Meeting
Join Ryan Detrick, Chief Market Strategist at Carson Group, at our next Alts Community Groups meeting on Tuesday, January 21, 2025, and get a pulse check on the current state of U.S. financial markets.
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