Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
How Much Liquidity Does a Portfolio Need? Balancing Public and Private Market Investments
As private market investments become more accessible to individual investors, portfolio liquidity is an increasingly important consideration.
Private Capital Plays a Growing Role in Financing the World Cup Economy
The World Cup is more than a global sporting event—it is a multibillion-dollar business ecosystem.
Advisor Guidance Becomes Key Factor in Private Credit Allocations
A wave of withdrawals from a Blue Owl private credit fund highlights the growing importance of liquidity considerations, advisor education, and distribution strategy
Private Wealth Firms Seek Direct Access to Alternative Investments
Private wealth firms are increasingly creating proprietary investment vehicles and forging direct relationships with alternative asset managers.
Recent News
Building Strong Marketing Foundations for Alternative Investments
Marketing Intent In this industry, where sophisticated strategies and complex structures often define processes, the most effective fund marketing still rests on a handful...
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
iCapital iCapital1, the global fintech company shaping the future of investing, today announced the opening of its first office in the Middle East in Abu Dhabi within ADGM,...
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group CIM Group announced today that it has been named Infrastructure Manager of the Year by Insurance Investor at the publication’s North American Awards ceremony held...
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
CAIS Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisors surveyed in the fourth annual study...
Everything Everywhere All At Once – Now Tokenized
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Wall Street built the old rules of alternative investing. Blockchain is...
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?
Answer: In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc.’s share Class I distribution rate was 4.40%, besting its rate from Q4 2024 through Q2...
More articles…
Blackstone REIT Signals Optimism as Investor Redemptions Wane
Blackstone REIT’s sponsor, private equity giant Blackstone, this week signaled such a return to growth with a $10 billion offer, its biggest multifamily deal to date, to take Apartment Income REIT private.
Blue Vault Q4 2023 NTR Individual Performance Report Update 4-11-2024
Blue Vault is your hub for Alternative investments
The Golden Age of Net Lease?
What can explain these divergent experiences with retail properties and net leased properties? How can net lease experience stable values in the face of high interest rates and constrained capital while multi-family experiences a massive adjustment in values under the same conditions?
Alternative Investment Exchange Provides Alts Technology to Concorde Investment Services
“Partnering with AIX allows Concorde to provide our representatives – especially those that offer alternative investments, DSTs, and 1031 offerings – and their end investors with a streamlined technology solution to meet each client’s unique investing needs.“
Blue Vault Publishes Interval and Tender Offer Fund Performance Reports for Period Ending 12-31-2023
Count on Blue Vault for your Alternative Investment information needs.
Blackstone’s President Unveils Investment Tactics for Current Real Estate Market
On a strategic front, Blackstone has taken assertive steps in financing significant real estate deals, evidencing its leverage over the current market dynamics.
Inland Acquires 484-Bed Student Housing Property at the University of Arizona in Tucson
“Inland continues to be bullish on acquiring student housing properties and we intend to purchase 10 or more of these before the end of this year.”
Manhattan Office Leasing Drops 23%
Office leasing volume in Manhattan retreated to 6.8M SF in Q1, down from the hefty 8.9M SF reported in the previous quarter.
A Lean Budget Doesn’t Mean No Budget
If you’re looking to maximize your marketing budget and elevate your firm’s presence in 2024, consider Marketing Intent.
The Baltimore Bridge Disaster and Nontraded REIT Properties
The Wall Street Journal reports that all vessel traffic in and out of the Port of Baltimore is indefinitely suspended.










