Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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SEC to Consider New Offering Framework for Crypto Investments
The SEC is preparing to consider a new regulatory framework for certain crypto-related investments. While the proposal centers on digital assets, its potential significance could extend to a much broader corner of the investment industry.
TCPC Portfolio Reset Highlights Key Considerations for Private Credit Investors
BlackRock TCP Capital’s $523 million portfolio sale is a public BDC story, but the issues behind the transaction have broader implications for advisors evaluating private credit. Credit quality, leverage and liquidity reveal why looking beyond headline yields can matter.
Private Markets Offer New Paths to Portfolio Diversification
As high-net-worth investors look beyond the traditional stock-and-bond portfolio, private credit and real estate are gaining attention as additional sources of income and diversification. But incorporating alternatives requires advisors to look beyond headline yields.
Liquid Strategies Restates Financials for Two Interval Funds Following Interest Income Error
Liquid Strategies has restated previously reported results for two of its interval funds after identifying an accounting error involving accrued interest on private credit investments. The corrections significantly changed how the funds’ returns were classified, while leaving their net assets and total returns unchanged.
Recent News
Logistics Demand Regains Momentum in a More Disciplined Market
Sealy & Company After a period of tenant caution earlier in the year, demand for U.S. logistics space began to improve in the second half of 2025. Late-year leasing...
Pasadena Private Lending and Eagle Point Credit Management Announce $105 Million Strategic Capital Partnership
Eagle Point Credit Management Pasadena Private Lending, Inc. (“PPL”), a leading private credit provider to lower middle-market businesses, and Eagle Point Credit...
CIM Group Completes Coro 168-unit Apartment Community in West Adams Neighborhood of Los Angeles
CIM Group CIM Group announced today the completion and opening of Coro, a modern six-story, 168-unit apartment community, with approximately 40,000 square feet of ground...
SEI Reports Fourth-Quarter 2025 Financial Results
SEI SEI Investments Company (NASDAQ:SEIC) announced financial results for the fourth quarter 2025. Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and...
As of September 30, 2025, which nontraded REIT tracked by Blue Vault had the most assets under management?
Answer: Blackstone Real Estate Investment Trust managed $104.1 billion in AUM as of September 30, 2025, making up 59.8% of the nontraded REIT industry’s total. Discover...
Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, today announced the...
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John Hancock Investment Management Launches a Multi Asset Credit Interval Fund with Manulife | CQS Investment Management
With CQS’ differentiated expertise in global alternative credit, John Hancock Multi Asset Credit Fund is a strong addition to our growing lineup of liquid and semi-liquid alternative offerings and our larger credit franchise.
GTIS Partners Builds Out Fundraising Team with Appointment of Sharon Liss as Managing Director
GTIS Partners LP (“GTIS”), a global real estate investment firm with a focus on residential and industrial/logistics investments, is pleased to announce that it has expanded its U.S. Capital Markets team with the hire of Sharon Liss as a Managing Director.
Blue Vault Q1 2024 Nontraded REIT Industry Review is Published
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Which nontraded REIT disposed of the most properties in the fourth quarter of 2023?
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Enhancing Collaboration With Compliance: Practical Steps For Success – Part Two
At Marketing Intent, we understand the nuances of navigating the compliance landscape within the alternative investment sector.
Blue Gate Boat & RV Storage Acquires a Premier Outdoor RV and Boat Storage Facility in Chesapeake, Va.
An affiliate company of Madison Capital Group, Blue Gate was formed to capitalize on the growing demand for high-quality boat and RV storage solutions, focusing on the development, ownership and management of these specialized facilities.
New ER Share Class Introduced for ExchangeRight’s Essential Income REIT
The acquisitions enabled by ER shares’ capital raise are anticipated to enhance the Essential Income REIT’s diversification, Adjusted Funds From Operations, and long-term investment capital from DST investors who complete a tax-deferred 721 exchange into the REIT….
If Not 60/40, What? Managers and FAs Weigh In
To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.
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.








