Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Recent News
At the end of Q2, which nontraded BDC offerings had the highest distribution yields across share classes?
Answer: BlackRock Private Credit Fund and PGIM Private Credit Fund had the highest distribution yields across share classes for nontraded BDCs in the second quarter of 2025:...
Argus Professional Storage Management, LLC to Combine with SmartStop Self Storage REIT, Inc.
SmartStop Self Storage REIT, Inc. SmartStop Self Storage REIT, Inc. (“SmartStop”) (NYSE: SMA), an internally managed real estate investment trust and a premier owner and...
Sports Illustrated Tickets Secures $50 Million Credit Facility to Accelerate Growth Initiatives
Eagle Point Credit Management Sports Illustrated Tickets, a fan-first primary and secondary ticketing marketplace, offering access to more than $2.5 billion in sports,...
Dwight Kay and Chay Lapin, Co-Founders of Cove Capital Investments, LLC Announce the DST Sponsor Firm Has Acquired a Single Tenant Net Lease Industrial Facility for Its New Cove Florida Industrial 98 DST Offering
Cove Capital Investments Cove Capital Investments, LLC, a Delaware Statutory Trust sponsor company that specializes in providing accredited investors access to debt-free...
Content Strategy: Created from One White Paper
Marketing Intent At Marketing Intent, one of the most common things we hear from alternative investment firms is this: “We’ve already sent everything we’ve got. We’re out of...
What was the median payout ratio for funds from operations for open nontraded REITs in Q2 2025?
Answer: Median payout ratios for funds from operations, an accrual measure of profitability, rose slightly for open nontraded REITs in the second quarter, to 127% from 123%...
More articles…
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Alts Providers Partnering Up To Capture $1 Trillion In Assets, Cerulli Says
Alternatives providers and asset managers are increasingly forming strategic partnerships to access a potential $1 trillion in retail assets, leveraging complementary strengths to reach new client segments, according to Cerulli Associates.
Leitbox Storage Partners Acquires Asset in Maryland
Leitbox Storage Partners acquires 344-unit Main Street Storage in Berlin, marking Leitbox Portfolio Partners Fund III’s first asset.
Industrial Sector Projected To Outperform All Property Types Through 2028
The continued growth of e-commerce spurs new demand for industrial space, despite overall commercial real estate values lowering.
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Count on Blue Vault for your Alternative Investment information needs.
Eagle Point entities sell ACRES commercial realty preferred stock worth over $144k
Eagle Point Credit Management LLC and Eagle Point DIF GP I LLC recently sold over $144,000 worth of ACRES Commercial Realty Corp.’s 8.625% Series C Preferred Stock, while ACRES also updated its financial performance and asset management strategies.
New Billionaire Alert? This Millenial Could Be The Next Big Real Estate CEO
Connor Teskey, at 36, is set to become Brookfield Asset Management’s youngest CEO, driving innovation through strategic acquisitions and a commitment to clean energy.
How much did the interval fund industry grow from Q4 2023 to Q1 2024 in terms of total assets?
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Texas Research Quarter Receives City of Plano Approval for Development Agreement Supporting Life Sciences Real Estate Project
City Council approval marks a key step toward a public-private partnership to establish Plano as a major hub for life science.










