Professional SErvices News
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Madison Communities closes $24.7 million construction loan for Madison Trinity build-to-rent townhome community in Nashville
Madison Communities closed a $24.7 million construction loan to finance a build-to-rent townhome community in Nashville, Tenn.
Based on the offerings tracked by Blue Vault, and most recent filings, what was the interval fund industry’s total assets under management as of October 31, 2025?
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Partners Capital and iCapital® Expand Access to Institutional-Quality Private Equity for Wealth Managers and Their Clients
The collaboration brings an institutional-quality private equity strategy to the wealth channel, leveraging advanced technology to empower advisors and investors.
Asset Performance, Not Fundraising Defines DST Space
If your investor client’s final destination is a REIT, then the performance of the REIT’s underlying assets should dictate your DST investment decision.
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Emma Skedgel Joins SEI’s Defined Contribution Team
SEI SEI® (NASDAQ:SEIC) today announced the appointment of Emma Skedgel as Sales Director of Defined Contribution (DC), responsible for building and deepening relationships...
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Answer: Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, only one new nontraded REIT has entered the market this year: StratCap Digital Infrastructure...
Why Choose a REIT Over Other Investment Vehicles?
As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and...
It’s Not Just One Number: How Advisors Should Evaluate REITs
Evaluating REITs requires more than one financial indicator. ExchangeRight’s Warren Thomas shares how a combination of key metrics provides a fuller, more accurate...
Of the nontraded BDCs tracked by Blue Vault, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest (and identical) annual management fee in Q2 2025. What was their fee?
Answer: In the second quarter of 2025, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest annual management fee of all nontraded...
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
SEI SEI® (NASDAQ:SEIC) today announced that the company was selected by H.I.G. Capital (H.I.G.), a leading global alternative investments firm with $70 billion of capital...
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An Advisor’s Guide to Elections and the Markets
YCharts’ latest guide, How Do Presidential Elections Impact The Market? answers the most commonly asked questions that financial advisors hear from clients during an election year.
Leitbox Storage Partners, LLC Opens New Facility in Hilton Head, SC Second facility opened by Leitbox in Q1 2024
This new development is just half a mile from our existing Hilton Head facility and will be run as an annex of that asset,” said Bill Leitner, founder and principal of Leitbox Storage Partners, LLC.
How Alts and Annuities Help Ginsberg Financial Strategies Develop ‘Empowered Retirement’ Plans for Clients
Learn more about Ginsberg Financial Strategies and consider joining them in becoming a Blue Vault member today!
NexPoint Launches Self-Storage DST Offering with Class-A Properties in Maryland and Florida
The launch of NexPoint Storage V DST provides investors with another opportunity to invest in NexPoint’s state-of-the-art self-storage portfolio,” said Matt McGraner, Executive Vice President of the DST Sponsor…
Blue Vault Q1 2024 NTR Review Update 6-17-2024
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MCGH Announces Multiyear Sponsorship Deal with PGA Tour Winner Jake Knapp
Jake Knapp is poised to do great things in the golfing world, and we are thrilled to have him as a representative of Madison Capital Group Holdings…
Louis F. Goodmon Named Director of Acquisitions for Madison Commercial
As a fiduciary entrusted with investors’ capital, Goodmon emphasizes the importance of conducting thorough due diligence, personally inspecting assets, and assessing their creditworthiness.
Can a ‘financial X-ray’ help advisors address client financial literacy?
Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of Canadians feel their education did not prepare them to manage finances in adulthood.
Blue Vault Publishes Q1 2024 Nontraded BDC Industry Review
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Randy Anderson and Carly Hoeler Named Chair and Vice-Chair of the Blue Vault Educational Board
The Blue Vault Educational Board will play a critical role in educating and informing the industry on key topics related to alternative investments.
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