Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Inland Appoints Thad Ingersoll as Head of Compliance
“As the alternative investment industry evolves, Inland is leading the way, building on a 55+ year legacy of real estate leadership while boldly positioning for the future…”
Private Credit’s Next Due-Diligence Question: How Are the Loans Being Valued?
Private credit’s liquidity challenges have received plenty of attention, but another closely related issue is moving higher on the due diligence checklist.
DST Fundraising Is Surging in 2026. What Is Driving Investor Demand?
DST fundraising is gathering momentum in 2026, and the latest numbers suggest investor interest may be entering a new phase.
Pender Real Estate Credit Fund Seeks Approval for American Beacon Management Transition
Pender Real Estate Credit Fund shareholders will soon vote on a package of proposals that could reshape the interval fund’s oversight and support structure while maintaining continuity in portfolio management. The proxy statement outlines what would change—and what would remain the same.
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Recent News
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...
As of September 30, 2025, PGIM Private Credit Fund had a distribution rate of 11.60%—the highest of the 22 nontraded BDCs tracked by Blue Vault. What was the offering’s taxable income payout ratio for the same period?
Answer: PGIM Private Credit Fund’s taxable income payout ratio is 112% as of September 30, 2025. Discover...
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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
Capitalizing on Data Center Expansion: The Evolving Risk Profile
Corporate and private investors are increasingly capitalizing on demand for AI services by investing in data centers.
Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing
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