Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
SmartStop-Sponsored REITs to Merge in $1.2 Billion All-Stock Transaction
The merger creates a larger, more diversified self-storage REIT with expanded U.S. and Canadian holdings and interests in multiple DST programs.
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
Recent News
Concorde Promotes Sydney Hockaday to Managing Director of Marketing
Concorde via citybuzz Sydney Hockaday has been promoted to managing director, marketing at Concorde, where she will now oversee the firm’s integrated marketing strategy...
Madison Capital Group Names Matt McCoy President of Madison Commercial
Madison Capital Group via citybiz Madison Capital Group Holdings, a vertically integrated real estate investment and development firm, has appointed Matt McCoy president...
Inland Investments Expands Advisor Support Through SEI Access Platform
Inland Investments Inland Real Estate Investment Corporation (“Inland Investments” or the “Company”) today announced a strategic relationship with SEI® (NASDAQ: SEIC), a...
Based on the open and active nontraded BDCs tracked by Blue Vault, which offering had the highest, or least optimal, YTD 2025 net investment income payout ratio as of June 30, 2025?
Answer: Based on the open and active nontraded BDCs tracked by Blue Vault, BlackRock Private Credit Fund’s YTD 2025 net investment income payout ratio was the highest, or...
Comparing Alts 1.0 to Alts 2.0
Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors...
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
ExchangeRight ExchangeRight has announced that the company has made a bonus distribution to certain investors in the Essential Income REIT’s Class ER shares as a result of...
More articles…
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
CIM Group and Partners Announce the Grand Opening of Miami Worldcenter, 27-acre $6 Billion Mixed-use Development in the Heart of Downtown Miami
CIM Group has extensive experience with various types of retail, from street-retail districts and infill neighborhood programs to traditional retail centers.
What is the total gross capital raised since inception by the 84 interval funds Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Q1 2025 Nontraded BDC Performance Report Update
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty Q1 2025 reports are now available for members.
What is the total gross capital raised since inception by the 59 tender-offer funds Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!









