Professional SErvices News
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Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.
Everything Everywhere All At Once – Now Tokenized
These assets can also be bought, traded, and sold between investors on blockchain platforms.
In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
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Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
In his capacity as Senior Vice President – Government Relations, Mr. Wagner serves on numerous real estate industry and governmental boards and committees.
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Recent News
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
SEI SEI® (NASDAQ: SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI’s...
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
Eagle Point Securities Eagle Point Securities LLC (“Eagle Point Securities”), a wholesale distributor of alternative investment strategies to private wealth clients,...
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
Empower A new survey today from Empower uncovers significant advisor interest in bringing private market investments into defined contribution portfolios. Empower’s July...
Lead With Why: Storytelling Helps Sell Alts
Marketing Intent In the alternative investments space, there’s often a tendency to lead with numbers. The fund facts, the asset structure, the targeted returns. After all,...
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Answer: StepStone Private Markets was the top equity-focused tender offer fund fundraiser, raising $1.1 billion for the six-month period ending March 31, 2025. Discover...
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
Johnathan Rickman | Blue Vault While a return to glory days may seem elusive for private real estate right now, the sector is showing clear signs of a market rebound, and...
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Industry Veteran David Kasprzak Joins Inland as National Sales Manager
Inland Inland Securities Corporation (“Inland Securities” or “the firm”), the exclusive dealer manager and placement agent for real estate investment programs offered by Inland Real Estate Investment Corporation and its affiliates, which are part of The Inland Real...
Blackstone is building a US$25 billion empire of power-hungry data centres
It’s a preview of the fights that lie ahead as the AI industry gives rise to more data centres all over the country, accelerated by the often disruptive force of private equity.
Make Marketing Technology Your Friend: Simplifying Marketing For Alternative Investment Firms
The world of technology offers countless tools and solutions to simplify your operations and enhance your marketing efforts.
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.
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