Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Gold’s Surge, Silver’s Upside: Peter Boockvar Says the Bull Market Isn’t Done
Gold is hitting record highs while silver is still far below its prior peak.
From Complex to Compelling: How to Communicate Returns Advisors Understand
Your job as a sponsor is to help wealth advisors connect the dots between your sophisticated structure and their client’s experience.
CIM Group Closes $93.1 Million Loan to DivcoWest for Acquisition of 399 Boylston, 245,000-Square-Foot Class A Office and Retail Building in Boston’s Back Bay
Through its CIM Real Estate Debt Solutions business, CIM Group applies its broad experience as an owner, operator, and developer of high quality commercial real estate to its lending strategy and believes this helps differentiate the company from many other debt providers.
iCapital® Deploys Distributed Ledger Technology to Streamline Alternative Investment Onboarding and Pre-Trade Processing
Morgan Stanley Wealth Management will leverage iCapital’s blockchain-powered technology to standardize trade workflows and enhance data transparency for subscription onboarding of alternative investment funds.
Recent News
Boost Advisor Engagement with Video
Marketing Intent Explaining a complex investment strategy can be challenging—especially over coffee, where diagrams on napkins and animated gestures may leave your audience...
Legendary Capital Announces Sale of Two Hilton Garden Inn Hotels
Legendary Capital Legendary Capital, a leading hotel asset management firm, recently announced the successful sale of the Hilton Garden Inn Charlotte North in Charlotte, NC...
PGIM to merge public/private credit units into $1tn platform
PGIM via Citywire PGIM’s newly minted president and CEO, Jacques Chappuis, is already plotting organizational changes at the firm, including merging the company’s public...
NexPoint Launches Lodging I DST Offering for the Residence Inn Salt Lake City – West Jordan
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Lodging I DST, a Delaware Statutory Trust (“DST”)...
Blue Vault Publishes New Interval Fund Reports
Blue Vault’s research catalog now includes the following March 31, 2025, Interval Fund Individual Performance Pages (IPPs) : Interval Funds BlueBay Destra...
Essential Income REIT – Only in its Class to Fully Cover 2024 Distributions with AFFO According to Blue Vault
ExchangeRight ExchangeRight has announced that the Essential Income REIT was the only Growth and Stabilizing Non-Traded REIT (“NTR”) that fully covered its distributions...
More articles…
Inland Private Capital & Devon Self Storage Announce Delivery of Class-A Self Storage Property in New Jersey
Inland Private Capital Corporation and Devon Self Storage have completed an 86,700-square-foot self-storage facility in Glassboro, New Jersey, marking their eighth project in a 10-property fund focused on self-storage assets nationwide.
LODAS Markets Becomes First to Execute Fully Electronic Secondary Market Trades of Delaware Statutory Trusts
LODAS Markets has successfully completed the first fully electronic trades of Delaware Statutory Trust (DST) assets in the secondary market, marking a significant advancement in the liquidity and efficiency of DST transactions.
Don’t Let Your Messaging Get Lost: How To Balance Design And Clarity On Your Website
Transforming your website into something edgy and exciting is great, but don’t let your core message get lost. Focus on clear, concise messaging by prioritizing content, using straightforward headlines, and enhancing your design with supportive visuals and effective calls to action.
Madison Communities Names McCarley Davis as President to Drive Growth and Operational Excellence
Madison Communities has appointed McCarley Davis as their new President, bringing his extensive experience and leadership in multifamily residential development.
Which nontraded REIT disposed of the most properties in the first quarter of 2024?
To access in-depth research and insights, start your Blue Vault membership today!











