Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.
CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
This landmark project joins Virgin Hotels’ global portfolio of iconic urban hotels, including New York, Edinburgh, and its most recent homecoming in London.
Blue Vault Completes Publication of all Q4 2025 Nontraded REIT Performance Reports
Blue Vault’s research keeps you informed about Nontraded REIT performance.
Bluerock Value Exchange Fully Subscribes $71 Million Diversified Industrial Portfolio 6 DST
Bluerock also reported more than $3 billion in past and current 1031 exchange programs.
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Recent News
ExchangeRight Welcomes Betsy Ward as Senior Vice President of National Accounts
ExchangeRight ExchangeRight has announced the appointment of Betsy Ward as senior vice president of national accounts, further strengthening the company’s Distribution team....
Burlington Capital: Year in Review 2025
Burlington Capital Our team continued to actively execute its multifamily investment strategy in 2025 through strategic dispositions and a new acquisition. We successfully...
Based on the offerings tracked by Blue Vault, what was the nontraded BDC industry’s median total return for the first nine months of 2025?
Answer: Based on the offerings tracked by Blue Vault, the nontraded BDC industry’s median total return for the first nine months of 2025 was 6.38%. Discover...
Nontraded REIT Distribution Coverage Woes Grow in Q3 2025
Johnathan Rickman | Blue Vault Distribution coverage continued to be a challenge for sponsors of nontraded REITs in the third quarter of 2025, compounding the industry’s...
Fine-Tuning Your Plan for 2026
Marketing Intent As alternative investment sponsors begin 2026, now is the right time to pause, reflect, and fine-tune your marketing and sales strategy. Planning for the...
SEI Appoints Jeff Benfield as Chief Product Officer
SEI SEI® (NASDAQ:SEIC) today announced the appointment of Jeff Benfield as Chief Product Officer. Reporting to Zach Womack, Chief Technology Officer, Benfield will lead...
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ExchangeRight Appoints Jason Roland as Senior Vice President of the Mid-Atlantic Region
Jason Roland appointed as Senior Vice President of the Mid-Atlantic Region at ExchangeRight with over 15 years of experience in the alternative investments and securities industries.
Alts and Wealthtech: Evolution through Innovation
Alternative investments and wealthtech have evolved by adapting to market changes and differentiating products and services.
Technology, Education, and Real Estate: Top Topics at Alts Summit 2025
Technology, alts education, and real estate were three topics that stood out at Alts Summit 2025 based on advisor feedback and engagement.
Comparing Corporate and Commercial Real Estate Private Credit
Discover the versatility and resilience of private, floating rate credit investments and their role in enhancing portfolio diversification amid shifting interest rate environments.
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that demand for the company’s historically recession-resilient debt-free offerings has driven the full subscription of All-Cash 6 DST....
ExchangeRight Welcomes Will Powers as National Sales Director
“Will’s extensive experience in capital markets and his proven leadership in building strong relationships align seamlessly with ExchangeRight’s mission and values.” — Warren Thomas, managing partner at ExchangeRight
ExchangeRight Welcomes Will Powers as National Sales Director
ExchangeRight has named Will Powers as its new national sales director to help enhance and lead the company’s strategic relationships.
Trending Topics Covered at Alts Summit 2025
Explore the top trending topics from Alts Summit 2025 and the key sessions associated with each!
What is the difference between mutual funds and interval funds?
Answer: Mutual funds require daily liquidity, while interval funds can hold private credit or private equity, offering investors higher returns without daily redemption pressure.
Jackie Wilke’s Post-Takeover Update
“Join me at Alts Summit 2025 to discuss exactly how elite professionals are getting 2030 ready with their marketing.” — Jackie Wilke
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