Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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SEI Launches Digital Onboarding Solution for Collective Investment Trusts
SEI Access for CITs modernizes onboarding experiences across the retirement ecosystem.
CIM Group Closes $154 Million Loan to Refinance MiamiCentral Office Towers
The transaction reflects CIM Group’s continued focus on providing customized financing solutions for high quality office assets in major U.S. markets.
ExchangeRight Welcomes Matthew Ferguson as Senior Vice President of 1031 and 721 Solutions
Ferguson brings over 15 years of experience in real estate, and over a decade in the alternative investment industry.
Blue Vault Begins Publishing Q4 2025 Nontraded REIT Performance Reports
Turn Alternative Investment Data is Better Decisions with the Blue Vault Portal.
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Recent News
Retirement Plans: The Next Big Move for Alts
Marketing Intent There’s a new opportunity on the horizon that’s stirring up excitement in the world of retirement plans and it’s one that alternative investment firms can’t...
Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during the third quarter of 2025?
Answer: Based on the nontraded BDCs tracked by Blue Vault, Blackstone Private Credit Fund and Blue Owl Credit Income Corp. were the fundraising leaders in Q3 2025,...
Reaching Women and Gen Z Investors During the Great Wealth Transfer
Marketing Intent We’ve been hearing about the great generational wealth transfer for what feels like more than a decade. Yet what once sounded like a distant milestone is no...
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Monroe Capital Monroe Capital LLC announced it acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the acquisitions of...
SEI Drives Sustained Momentum Across Global Wealth Management Markets
SEI As digital transformation and operational efficiency are driving banks and other financial services firms to reassess their technology stacks,1 SEI® (NASDAQ:SEIC)...
NexPoint Fully Subscribes $28 Million Lodging I DST
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced that it has fully subscribed its NexPoint Lodging I DST, a $28 million Delaware...
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Capital Square Fully Subscribes DST Offering of Build-for-Rent Townhome Community in Knoxville, Tennessee
“Summit Townhomes is located in the midst of the thriving Knoxville-area economy and promising real estate market, where increasing population rates continue to push demand for quality rental housing,” said Whitson Huffman, co-chief executive officer.
Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful.
The Top Employee and Independent Broker/Dealers
This year, J.D. Power found that satisfaction among employee advisors rose 59 points between 2023 and 2024, while satisfaction among independent advisors dropped by 15 points.
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024
Phoenix American was awarded Fund Administration Services of the Year 2024.
LODAS Six-Month Trading Volumes Rose 73%; Transfer-Agent Business Continues Momentum
LODAS enables sponsors to streamline the entire investment life cycle for investors. LODAS addresses time-consuming, inefficient alts processes, making it easier for investors to buy and sell as they choose.
Go Store It Self Storage Names Adam Willey as New Director of Operations
Go Store It Self Storage, an affiliate of Madison Capital Group, has appointed Adam Willey as the new Director of Operations.
Watch: ExchangeRight Surpasses $6 Billion in Assets Managed on Behalf of Investors
The ExchangeRight team is proud to have protected their capital and provided monthly distributions that met or exceeded initial targets, month after month without exception, from the very founding of ExchangeRight over a decade ago.
Blue Owl Capital Significantly Expands Alternative Credit and Asset-Based Finance Capabilities with Acquisition of Atalaya Capital Management’s Business
Blue Owl Capital Inc., a leading alternative asset manager, announced today it has entered into a definitive agreement to acquire the business of alternative credit manager Atalaya Capital Management LP for $450 million.
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