Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small...
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit
The long-anticipated wave of distressed CRE assets is closer to realization, with total distressed assets coming in at $64B during Q1 2023, Bloomberg reports, citing a new report by MSCI Real Assets…
Owl Rock Capital Corporation Announces Upcoming Name and Ticker Change to Blue Owl Capital Corporation
Owl Rock Capital Corporation (NYSE: ORCC, or the “Company”) today announced that it will soon be changing its name, ticker, and website. The Company’s board of directors has already approved these changes and no shareholder vote is required…
Recent News
Inside the V(ALT), with Bill Robbins of WealthForge
Sorry, but you do not have permission to view this content.
Clip: Advisors’ Biggest Complaint
Clip: Advisors’ Biggest Complaint In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) talk about the...
Clip: WealthForge’s Altigo vs. Competitors
Clip: WealthForge’s Altigo vs. Competitors In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) explore...
Clip: Recent Progress of WealthForge
Clip: Recent Progress of WealthForge In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) cover how the current...
ExchangeRight Takes Another DST Full Cycle, Achieving 130% to 141%+ Total Returns for Investors Including Return of Capital
ExchangeRight Takes Another DST Full Cycle, Achieving 130% to 141%+ Total Returns for Investors Including Return of Capital November 10, 2020 PASADENA, Calif. –...
Strategic Wireless Acquires Multiple Tower Portfolios in Louisiana and Wisconsin
COSTA MESA, Calif.–(BUSINESS WIRE)–Strategic Wireless Infrastructure Funds Management, LLC (“Strategic Wireless”) announced today that through its affiliate, SWI...
More articles…
What’s in Store at Summit 2017?
What’s in Store at Summit 2017? February 28, 2017 | by Beth Glavosek | Blue Vault The 2017 Blue Vault Broker Dealer Educational Summit is just around the corner now that March is here. Have you marked your calendar for March 13-15, 2017? The Summit will be held...
DOL Moves to Delay Fiduciary Rule
DOL Moves to Delay Fiduciary Rule After President Trump orders Labor to review the rule, acting Labor secretary files to start delay of April 10 compliance date February 27, 2017 | by Melanie Waddell | Investment Advisor After a third federal court ruling in early...
Seyfarth Shaw’s 2017 Real Estate Market Sentiment Survey Results
Seyfarth Shaw’s 2017 Real Estate Market Sentiment Survey Results February 27, 2017 | by James Sprow | Blue Vault The Seyfarth Shaw second annual survey of the commercial real estate market found that respondents among U.S. commercial real estate executives see rising...
Summit Healthcare REIT Updates Shareholders on Plans
Summit Healthcare REIT Updates Shareholders on Plans February 27, 2017 | by James Sprow | Blue Vault Summit Healthcare REIT filed a press release with the SEC on February 27, updating shareholders on its plans. The REIT plans to file its 10-K for 2016 with the SEC by...
Which nontraded REIT announced increases in its NAV per share of 6.58% and 5.88% as of September 30, 2015 and 2016 respectively?
Which nontraded REIT announced increases in its NAV per share of 6.58% and 5.88% as of September 30, 2015 and 2016 respectively? Answer: KBS Real Estate Investment Trust III, Inc. Learn more about KBS Capital Markets Group on our Sponsor Focus page. Click...











