Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Cerulli: Advisors Could Add $2 Trillion to Private Markets Within Five Years
New research from Cerulli projects advisor allocations to private markets will grow by an additional $2 trillion over the next five years, driven by expanding access, interval funds, and increasing client demand.
SEC Proposal Could Expand Access to Nontraded REITs and BDCs
A proposed SEC rule could significantly reduce state-by-state regulatory hurdles for publicly offered nontraded REITs and BDCs, potentially broadening investor access.
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Kelly Park Capital has launched PRISM 2.0, a new onboarding platform designed to streamline subscriptions across multiple private market investments.
Expect More Scrutiny of Continuation Vehicles
As continuation vehicles become more common in private markets, advisors should expect increased regulatory scrutiny around valuations, conflicts of interest, and investor disclosures.
Recent News
ExchangeRight Fully Subscribes $15.38 Million Essential Income 8 DST as Investors Seek Defined Path to the Essential Income REIT
ExchangeRight, one of the nation’s leading providers of diversified 1031 DST and REIT investments, has fully subscribed its Essential Income 8 DST. This full subscription is...
Three Industry Leaders Expand Retail Access to Private Markets
Vanguard, Blackstone, and Wellington Management have launched two new investment vehicles designed to bring private market exposure to a broader range of investors. The...
Inland Investments Appoints Andrew Barnum as Managing Director, Product Strategy
Inland Investments Inland Real Estate Investment Corporation (“Inland Investments”), an industry-leading vertically integrated real estate investment and finance company...
ExchangeRight Fully Subscribes $90.67 Million Net-Leased Portfolio 73 DST
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified 1031 DST and REIT investments, has announced the full subscription of Net-Leased...
Blue Vault Publishes April 30, 2026 Interval and Tender Offer Fund Reports
Blue Vault has published 48 Individual Performance Reports (orange font indicates this is the first time Blue Vault has published an IPP for the fund) for the period ending...
BlackRock: Private Markets Offer Alpha Opportunities in Today’s Macro Environment
In its latest Weekly Market Commentary, BlackRock Investment Institute argues that macroeconomic conditions have re-emerged as a primary driver of investment performance,...
More articles…
What is a semi-liquid fund?
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.
CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
This landmark project joins Virgin Hotels’ global portfolio of iconic urban hotels, including New York, Edinburgh, and its most recent homecoming in London.
Blue Vault Completes Publication of all Q4 2025 Nontraded REIT Performance Reports
Blue Vault’s research keeps you informed about Nontraded REIT performance.
Bluerock Value Exchange Fully Subscribes $71 Million Diversified Industrial Portfolio 6 DST
Bluerock also reported more than $3 billion in past and current 1031 exchange programs.
ExchangeRight REIT Increases Credit Facility, More Than Tripling Lender Commitments
This expansion promotes the execution of ExchangeRight’s aggregation strategy by greatly enhancing the company’s financing capacity and control over the REIT’s portfolio composition.
Blue Vault Q4 2025 Nontraded REIT Performance Reports April 20th Update
Thirty-five of forty Q4 2025 Nontraded REIT Individual Performance Reports are now available to Blue Vault members.
Madison Capital Group Fully Subscribes Fresh Stop Texas DST
Madison Capital Group raised approximately $13.2 million from investors, with equity proceeds from the offering used to acquire four convenience stores in Texas that will be re-imaged as Fresh Stop locations.
How to Address Client Concerns About Semi-Liquid, Credit-Focused Funds
Offerings with limited liquidity like nontraded BDCs and interval funds balance portfolios by differentiating income and preserving investor capital.
Structured Investments in 2026
Explore structured investments in 2026, including key trends, market growth, note structures, and portfolio applications.











