Professional Services Perspectives
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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.
Bluerock High Income Institutional Credit Fund Announces Q1 2026 Distribution at an 8.75% Current Annualized Rate
Since its inception on June 21, 2022, the Fund has paid approximately $9.76 in total distributions per share.
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Recent News
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...
ExchangeRight Appoints Jeff Noblin as Senior Vice President of the South Central Region
ExchangeRight ExchangeRight has announced that Jeff Noblin has joined the firm as senior vice president of the South Central region. In this role, Noblin will partner with...
Blue Vault Q2 2025 Full Nontraded BDC Industry Review is Published
The Q2 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The full review looks at industry statistics such as total assets, historical...
Hotels And Private Credit: A Match Made In Heaven
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group By 2030, trillions of commercial real estate debt will mature. With...
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Michael Kitces to Headline the Blue Vault Alts Summit 2025
Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will take place March 10-12, 2025, at the Omni PGA Frisco Resort.
Need for Recession-Resilient Income Drives Full Subscription of ExchangeRight’s $82.28 Million Offering
The offering contains 13 properties diversified across 10 states and 5 historically recession-resilient tenants, including FedEx, Tractor Supply, Dollar General, Dollar Tree, and Family Dollar.
BlueGate Boat & RV Storage Names JC Reed as Chief Operating Officer
Reed brings a wealth of experience to BlueGate, having served as senior vice president of operations at Store Space Self Storage, where he oversaw a multi-state portfolio of 70 locations with over $70 million in revenue.
Starwood Capital Appoints Andrew Sossen Senior Managing Director, Chief Operating Officer
In this role, Andrew will be a member of Starwood Capital ‘s executive committee and oversee the day-to-day operations of the firm, reporting to Barry Sternlicht, Starwood Capital’s Chairman and CEO.
Eagle Point Institutional Income Fund Reaches $100 Million Milestone And Generates 12.8% Annual Net Return
“By leveraging the strength of our Adviser’s investment platform, Eagle Point Institutional Income Fund has consistently provided investors with a reliable source of income,” said Thomas Majewski, the Fund’s Chairman and Chief Executive Officer, adding…
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