Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Redwood Private Real Estate Debt Fund Moves to Broaden Investment Policy
Redwood Private Real Estate Debt Fund is preparing to revise a core investment policy, but the change is tied to a forthcoming liquidity window and an important investor-response condition. The details could meaningfully affect how the interval fund deploys capital.
Inland Completes Equity Raise for QOZ Project in Downtown St. Paul
“The Stella represents a strategic repositioning of a historically significant property into a modern residential asset designed to meet growing demand for urban living while contributing to the continued revitalization of downtown St. Paul.”
Recent News
Capital Square Successfully Completes Three DST Offerings Totaling $396 Million*
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, announced today that...
AI Is Power Hungry: Invest Now In Energy And Infrastructure
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group AI, data centers, and infrastructure, do you have them in your...
Eagle Point Holds Final Close on its Defensive Income Fund III, Exceeding its Original Hard Cap
Eagle Point Eagle Point Credit Management LLC (“Eagle Point”), an innovative private credit investment manager, today announced that it has closed on $559 million in...
The Essential Income REIT Achieves 10.42% Tax-Equivalent Yield on 2025 Distributions
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, is pleased to announce that the Essential Income...
Griffin Capital Fully-Subscribes $37 Million Multifamily DST in Gonzales, Louisiana
Griffin Capital Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, announced that Griffin Capital (Heritage – Gonzales, LA)...
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
SEI SEI®(NASDAQ: SEIC) today announced it has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates,...
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Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-18-2024
Check out Blue Vault’s newly published Q3 NTR and BDC individual performance pages or browse the Full BDC Industry Review .
Explore Portfolio Impacts of Tax Policy at December Community Groups Meeting
Join Scott Hodge of the Tax Foundation at our next Alts Community Groups meeting on Monday, December 16, 2024, and equip yourself for client questions about next year’s tax debate and the future of the Tax Cuts and Jobs Act of 2017.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-10-2024
Become a Blue Vault member today to view full reports or individual pages in our Research Portal.
Egan-Jones Supports All NexPoint Nominees for UDF IV Annual Meeting
Cites UDF IV Board and Management Entrenchment, Lack of Transparency, Shareholder Value Erosion and Breach of Shareholder Trust
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update
Stay informed about alts performance. Become a Blue Vault member.
Go Store It Opens New Storage Facility in Redlands, CA
Go Store It Self Storage has opened its latest state-of-the-art storage facility in Redlands, Ca. Go Store It Redlands is strategically designed to meet the needs of the Redlands community and the rapidly growing Inland Empire. The 114,750 square foot, 838-unit...
Blue Vault Q3 2024 NTR Individual Performance Page Update
Want to learn more about implementing alts in your practice? Plan to attend the 2025 Blue Vault Alts Summit March 10-12, 2025 in Frisco, TX.











