Professional Services Perspectives
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Streaming Wars And Market Moves: Event-Driven Investing Back In Focus
Event-driven strategies thrive as corporate activity rises, which is accelerating after a post-pandemic lull.
Blue Vault Completes Publication of Interval Fund, Tender Offer Fund Performance Reports for Period Ending December 31, 2025
Blue Vault completes publication of all Interval Fund and Tender Offer Fund Performance Reports for the period ending December 31, 2025.
XA Investments Appoints Lauren Michalak as Managing Director and Head of Product Development & Strategy
Michalak will focus on the firm’s proprietary closed-end funds and interval funds.
Ranchland Capital Partners Selects SEI to Support Alternative Funds
Strategic relationship reinforces SEI’s position as a long-term partner for alternative investment managers.
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Recent News
Bluerock Value Exchange Fully Subscribes $36.7 Million Diversified Industrial Portfolio V DST
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has...
Since 2015, which year did the nontraded REITs tracked by Blue Vault have the highest average and median distribution rates?
Answer: Nontraded REITs tracked by Blue Vault reported the highest average and median distribution rates of 5.89% and 6.28%, respectively, in 2015. Discover...
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
CAZ Investments CAZ Investments, one of the top 125 allocators to private equity worldwide1, is pleased to announce that access to one of its core investment strategies, GP...
The 60-90 Day Approach
Marketing Intent Launching a new alternative investment fund is a milestone every firm looks forward to with excitement and anticipation. But amid all the planning,...
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital iCapital1, the global fintech company shaping the future of investing, is expanding its partnership with Apollo by making a series of evergreen private markets...
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
TIFIN In an AI-driven world, it’s tempting to believe that scale alone wins. Broad, generalist platforms offer impressive capabilities across industries, automating tasks,...
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Blue Vault Transforms Summit 2025 Planning with Advisor Task Force
“We are excited to launch this task force for Summit 2025. The prominent group we’ve assembled has already provided the leadership and energy we need to make this a first-class event,” says Stacy Chitty, Managing Partner of Blue Vault.
Leitbox Storage Partners Opens New Facility in Sanford, Florida
“Our state-of-the-art facility offers a range of storage options designed to meet the diverse needs of Sanford residents and businesses.”
As of March 31, 2024, what percentage of nontraded REIT industry total assets were held by Blackstone Real Estate Income Trust, and how does that compare to March 31, 2023?
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Capital Square Fully Subscribes DST Offering of Build-for-Rent Townhome Community in Knoxville, Tennessee
“Summit Townhomes is located in the midst of the thriving Knoxville-area economy and promising real estate market, where increasing population rates continue to push demand for quality rental housing,” said Whitson Huffman, co-chief executive officer.
Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful.
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