Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Private Markets Offer New Paths to Portfolio Diversification
As high-net-worth investors look beyond the traditional stock-and-bond portfolio, private credit and real estate are gaining attention as additional sources of income and diversification. But incorporating alternatives requires advisors to look beyond headline yields.
Liquid Strategies Restates Financials for Two Interval Funds Following Interest Income Error
Liquid Strategies has restated previously reported results for two of its interval funds after identifying an accounting error involving accrued interest on private credit investments. The corrections significantly changed how the funds’ returns were classified, while leaving their net assets and total returns unchanged.
Monroe Capital’s MLEND Expands Private Credit Portfolio as Public Offering Builds
Monroe Capital’s nontraded BDC is rapidly building its private credit portfolio, but the sources of capital behind that growth reveal a notable gap between investment activity and public share sales.
BREIT Exits Self-Storage, Invests $3.3 Billion in Data Centers
BREIT continued reshaping its real estate portfolio in the second quarter, exiting self-storage while committing billions to data center development as Blackstone increases its exposure to AI-driven infrastructure demand.
Recent News
iCapital® Acquires Hexure to Create the Industry’s First End-to-End Annuity and Insurance Technology Platform
iCapital iCapital1, the global fintech company shaping the future of investing, today announced that it has entered into a definitive agreement to acquire Hexure, a trusted...
Sealy & Company Announces Two New BOMA 360 Designations Across Managed and Owned Properties
Sealy & Company Sealy & Company continues to expand the number of properties within its portfolio recognized for operational excellence, with two additional...
Griffin Capital Announces the Acquisition and Construction Commencement of a Multifamily Development in Atlanta
Griffin Capital Griffin Capital Company (“Griffin”), a real estate investment manager focused on institutional rental housing investments, announced the acquisition and...
From Binder to Buy-In: Are Your Sales Teams Using the Marketing You Create?
Marketing Intent Most alternative investment sponsors invest significant time and resources into marketing materials. Yet even with polished pitch decks and approved...
ExchangeRight’s Net-Leased All-Cash 16 DST Fully Subscribed, Providing 1031 Exchange Investors Historically Recession-Resilient Retail
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 16 DST, which provides 1031 exchange and cash investors with a $46.1 million portfolio...
Inland Acquires Luxury 132-Unit Senior Living Community in Colorado
Inland Inland Real Estate Acquisitions, LLC (“Inland Acquisitions”) announced today that it negotiated and closed the purchase of Jackson Creek Senior Living (“Jackson...
More articles…
Leitbox Storage Partners Accelerates Self-Storage Development Strategy as Market Peaks
“While many developers are pulling back, our strong balance sheet and capital partnerships allow us to go on offense.” — Bill Leitner, Founder and CEO of Leitbox Storage Partners
What is the total gross capital raised since inception by the 34 BDCs Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Begins Publishing Q1 2025 NTR Research Pages
Blue Vault began publishing new Q1 2025 research reports covering non-traded REIT (NTR) offerings. Watch for more updates coming soon!
Blue Vault Q1 2025 Nontraded BDC Performance Report Update 5-29-2025
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty-two Q1 2025 reports are now available for members.
ExchangeRight’s First Essential Income DST Offering Fully Subscribed, Enabling Accelerated REIT Access
“We launched the Essential Income DST platform to provide investors with new accelerated access to ExchangeRight’s Essential Income REIT, which is designed to provide investors with increased diversification, enhanced liquidity, and long-term growth potential.” — Joshua Ungerecht, a managing partner at ExchangeRight.
Eagle Point Credit Company Inc. Announces First Quarter 2025 Financial Results and Declares Third Quarter 2025 Common and Preferred Distributions
“The Company had a solid start to the year, deploying nearly $200 million into new investments with compelling risk-adjusted returns.” — Thomas P. Majewski, Chief Executive Officer.
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
CIM Group and Partners Announce the Grand Opening of Miami Worldcenter, 27-acre $6 Billion Mixed-use Development in the Heart of Downtown Miami
CIM Group has extensive experience with various types of retail, from street-retail districts and infill neighborhood programs to traditional retail centers.
What is the total gross capital raised since inception by the 84 interval funds Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Q1 2025 Nontraded BDC Performance Report Update
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty Q1 2025 reports are now available for members.










