Professional SErvices News
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Strengthen Advisor Relationships: Elevate the Conversation Using Objections
Objections shouldn’t be the elephant in the room. They should be the conversation starters.
Sealy & Company Receives CoStar Award for 349,929 SF Lease in Lakeland
The industrial real estate sector continues to experience strong momentum nationwide, driven by sustained tenant demand, modern facility requirements, and the strategic importance of well-connected logistics markets.
Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s average distribution rate as of June 30, 2025?
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Cove Capital Investments, LLC Acquires 19 building Small Bay Industrial Property for Its Ponder Small Bay Industrial 101 DST
Cove Capital has acquired another Texas small bay industrial asset for its Cove Ponder Small Bay Industrial 101 DST offering.
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Recent News
BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access
SEI SEI® (NASDAQ: SEIC) today announced the addition of 17 fund managers to SEI AccessTM, a platform designed to provide an end-to-end investment experience and increased...
Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility
XA Investments XA Investments LLC (“XAI”), an alternative investment management and consulting firm, announced today that its Non-Listed Closed-End Funds Second Quarter 2025...
Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Answer: Total returns for the nontraded BDC industry began the year strong, coming in with a median return of 1.75% through the first three months of the year. This follows...
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 68...
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
SEI SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors...
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the appointment of James Sabbatini as...
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Alternative Investment Exchange (AIX) Reports Record 2023 Growth, Driven by Enhanced Alts Services and Expanded Client Relationships
Alternative Investment Exchange (AIX) is an end-to-end digital platform built to improve the processes related to buying, owning, and selling alternative investments.
ExchangeRight Ends 2023 as Third Largest Sponsor in the DST Market
Advisors, representatives, and their clients entrusted over $360 million of equity in ExchangeRight DST offerings in 2023, resulting in ExchangeRight growing its market share by more than 20% year over year.
How Stockholder Servicing Fees Affect NTR Distributions
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NAVs of Continuously Offered NTRs Drop in December
The distributions paid by the group were sufficient to overcome the large drops in NAVs for the year for only three NTRs.
How many interval funds were focused primarily on equity assets as of Q3 2023?
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Blackstone Agrees to Buy Tricon Residential for $3.5B, Take Company Private
Blackstone Real Estate Income Trust (BREIT), already has an 11 percent ownership stake in Tricon Residential following a $240 million equity purchase in 2020.
Leitbox – ‘All-Time Highs’ – Warning
While this boom may seem like a response to housing demands, it could lead to an oversupply in the market, especially if economic conditions change or if the actual demand for these new apartments fails to meet projections.
Morningstar To Use iCapital to Help Advisors Access Alternatives
The goal is to bring the same kind of unbiased evaluation of alternative investments as Morningstar brought to mutual funds, and help advisors “see” the investments working inside the client’s total portfolio.
CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
CAIS Live intends to organize up to 100 events nationwide per year, reaching over 15,000 independent advisors,” said Matt Brown, Founder and CEO of CAIS.
Blackstone and Brookfield Real Estate Income Trusts Post Their Worst Annual Performances
Brookfield REIT showed a wider negative return of 6.7%, which a review of its results show is its first annual loss since its start in 2019.
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