Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Retirement Plans: The Next Big Move for Alts
As alternative investments enter the retirement plan space, it’s not just about product structure or regulatory readiness. It’s also in understanding and connecting with an entirely new set of audiences.
Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
Recent News
ExchangeRight’s First Essential Income DST Offering Fully Subscribed, Enabling Accelerated REIT Access
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced that the company has fully subscribed its first...
Eagle Point Credit Company Inc. Announces First Quarter 2025 Financial Results and Declares Third Quarter 2025 Common and Preferred Distributions
Eagle Point Credit Company Eagle Point Credit Company Inc. (the “Company”) (NYSE: ECC, ECCC, ECC PRD, ECCF, ECCU, ECCV, ECCW, ECCX) today announced financial...
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
The Financial Services Institute The Financial Services Institute (FSI) has launched FinancialCareers.org, a dynamic new online platform designed to attract and inform...
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 CIM Group announced today the grand opening of Miami Worldcenter, a 27-acre, 10 block mixed-use development that has transformed downtown Miami, creating a new...
What is the total gross capital raised since inception by the 84 interval funds Blue Vault tracks?
Answer: Across the 84 interval funds covered by Blue Vault from 2009 through 2024, the total gross capital raised since inception is approximately $162.4 billion. Discover...
Blue Vault Q1 2025 Nontraded BDC Performance Report Update
This quarter’s full industry review will include 23 complete Individual Performance Pages. Twenty pages are available for members to view now (newly published pages...
More articles…
How North Carolina’s Cornerstone Leverages Faith to Help its Clients Manage ‘Eternal Wealth’
Learn more about Cornerstone Wealth Management and consider joining them in becoming a Blue Vault member today!
Inland and University Partners Form Strategic Student Housing Relationship
“We are thrilled to work with University Partners, a proven leader and innovator in the student housing industry, as we continue to grow IPC’s platform with best-in-class, institutional quality student housing assets,” said Keith Lampi, president and chief executive officer of IPC.
Capital Square Fully Subscribes DST Offering of Manufactured Housing Community Holiday Park Near Tampa Florida
Located at 4141 New Tampa Hwy, Holiday Park is a 21.08-acre, four-star 55+ lifestyle manufactured housing community with a billiards room, horseshoe court, heated swimming pool and shuffleboard court.
Strategic Marketing Planning For Your Next Fund Launch
The key to a successful fund launch lies in proactive and strategic marketing planning.
Communicate Your “Why”
If you’re struggling to pinpoint or effectively communicate your “why”, reach out to us.









