Professional SErvices News
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Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
Madison Communities Acquires Venture at Long Shoals, an 86-Unit Luxury Multifamily Community in the Asheville MSA
The acquisition closed Nov. 25, reinforcing Madison’s footprint among the most in-demand apartments in Asheville and the surrounding region.
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Mentenova and SEI Partner for Global Equity Investments
SEI SEI® (NASDAQ:SEIC), a leading global provider of investment, technology, and operations solutions, and Mentenova, a South African investment management and advisory...
Inside the V(ALT) with Marketing Intent
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Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor...
Smart Use of Tools & Automation: Marketing With a Lean Team
Cherie Fournier and Alise Lucero share insights on using automation tools to maximize efficiency, expand reach, and support sustainable marketing for small...
Strategic Outsourcing: Marketing with a Lean Team
Cherie Fournier and Alise Lucero share insights on which marketing functions sponsors should outsource when in-house expertise is limited, and how to choose the right...
In the first half of 2025, Blackstone Private Credit Fund raised the most capital of the nontraded BDCs tracked by Blue Vault. Which nontraded BDC was the second-largest fundraiser?
Answer: In the first half of 2025, Blue Owl Credit Income Corp. was the second-largest fundraiser of the nontraded BDCs tracked by Blue Vault, raising $3.4 billion. As of...
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Eligible Gains with Jay Frank of Cantor Fitzgerald Asset Management Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about what gains are still eligible for investment in this podcast clip.
Proposed Opportunity Zone Legislation Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about proposed Opportunity Zone legislation in this podcast...
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
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What percentage of total industry assets were made up by the ten largest interval funds?
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Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.
Inland Appoints Jovan Marconi as Chief Information Officer
In this role, Mr. Marconi is responsible for developing and implementing the IT strategy, including application development; data management; AI practices; cybersecurity; and the evolution of the technology infrastructure for Inland.
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Situated on over four acres, Go Store It Oak Ridge has 515 storage units and is currently 91% leased. Its prime location along S Illinois Avenue, a bustling seven-lane thoroughfare with a daily traffic count of 26,857 vehicles, provides high visibility and accessibility.
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight All-Cash 3 DST ’s exit strategy aims to provide investors with a tax-deferred cash-out refinance option in addition to the ability to complete a 1031 exchange, 721 exchange, cash out, or a combination of these options.
LRT Company Fully Subscribes Nearly $17 Million DST Offering of 50-Year Ground Lease in Orlando, Fla. Suburb
LRT Company is a ground-up development company specializing in the entitlement and development multifamily and senior housing projects.
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