Professional Services Perspectives
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Blue Vault Begins Publishing Q4 2025 Nontraded REIT Performance Reports
Turn Alternative Investment Data is Better Decisions with the Blue Vault Portal.
Blue Vault Publishes All Q4 2025 Nontraded BDC Individual Performance Reports
Blue Vault completes publication of all twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Wealth advisors are looking for signals that your firm is credible, current, and professional. And whether you realize it or not, your website is making that case immediately.
Missed SpaceX? The Next Generation Of Pre IPO Access Is Taking Shape
New investment vehicles are emerging that give individuals a way to access growth earlier than they could a decade ago.
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Marketing and Sales: Bridging the Gap
Marketing Intent In the world of alternative investments, where complexity is the norm and advisor relationships are everything, your marketing and sales efforts can’t...
Sanjay Sharma to Lead SEI’s International Business
SEI SEI® (NASDAQ:SEIC) today announced the expansion of Sanjay Sharma’s role to serve as CEO of SEI International. With more than 25 years of financial services...
How many new nontraded BDCs have launched so far this year?
Answer: Two. As of June 30, 2025, both Antares Capital and First Eagle have launched new nontraded BDCs this year. Discover...
ExchangeRight’s $41 Million All-Cash 12 DST Fully Subscribed, Fueling Essential Income REIT Pipeline
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the full subscription of Net-Leased...
iCapital® Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds
iCapital iCapital1, the global fintech company shaping the future of investing, today announced a strategic investment in, and partnership with, Tangible Markets, a leading...
Blue Vault Published its Q2 2025 Full Nontraded REIT Industry Review
The Q2 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. In addition to 36 Individual Performance Pages (IPPs) and limited data on three...
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Q2 2024 NTR AND BDC Filing Deadline: August 14, 2024
The SEC deadline for Q2 2024 quarterly financial report filings was August 14, 2024. Blue Vault begins processing data and preparing individual performance reports as filings become available for each offering. As individual performance pages are completed, they will...
Inland Delivers 1.48x Equity Multiple to Investors with a Student Housing Sale Near Texas State University
Uptown Square, located at 1354 Thorpe Lane, consists of 316 units with studio, one- and two-bedroom options. The property features a clubhouse with a 3,000-square-foot fitness center, a resort-style swimming pool, an outdoor kitchen and grilling stations, a dog park and is conveniently located on the university bus route.
Bluerock Market Compass 2024 Mid-Year Outlook
Read Bluerock’s Market Compass 2024 Mid-Year Outlook…
How many nontraded BDCs had debt investment portfolios with 100% floating rates as of March 31, 2024?
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The Importance of Consistent Communication in Financial Advisor Relationships
Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.
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