Professional Services Perspectives
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Billions, Bottles, And Banksy: The New Wave Of Collectible Investing Platforms
In the past, investing in collectibles required finding an auction house or maintaining the right connections to private dealers. Technology is changing that experience.
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
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Recent News
Five Questions with Ryan Detrick: Navigating U.S. Markets
In this Q&A, Ryan Detrick, Chief Market Strategist at Carson Group, shares insights on how advisors can navigate changing markets and the impacts of political and policy...
What was the size of the interval fund industry as of September 30, 2024 in terms of total assets, and how does that compare to September 30, 2023?
Answer: The interval fund industry reported approximately $115.9 billion in total assets as of September 30, 2024, compared to approximately $88.0 billion as of September...
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that demand for the company’s...
What percentage of interval fund industry capital raise has come from credit-focused funds through the first nine months of 2024?
Answer: Approximately 76.2% of industry capital raise has come from credit-focused funds through the first nine months of the year, up from 67.3% for all of 2023. Real...
Fred Talk: A Live Huddle for Wealth Advisors
Are you looking to advance your practice this year but need a push to get going? We know not everyone is a self-starter all of the time. That’s why we’re partnering with a...
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
Business Wire | ExchangeRight ExchangeRight, has announced that for two consecutive quarters the Essential Income REIT was the only growth or stabilizing equity non-traded...
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The Power Of Graphics In Alternative Investments Marketing
Our team, seasoned in the art and science of marketing within the financial sector, excels at this translation. We understand the nuances of alternative investments and how to distill this information into infographics and visuals that resonate.
Morningstar DBRS Revises Apollo Debt Solutions BDC’s Trend to Positive from Stable and Confirms Long-Term Credit Ratings at BBB (low)
Morningstar DBRS confirms the Long-Term Issuer Rating and Long-Term Senior Debt rating of Apollo Debt Solutions BDC (ADS or the Company) at BBB (low).
Mercer Expands Private Market Access with Launch of Aspen Partners
“Aspen Partners is built to bring a fiduciary-centered approach to private markets by providing investors access to selectively chosen private managers.”
KKR eyes Japanese private credit
KKR is not the only private credit manager to eye Japan, where firms are looking to seize on the opportunity to provide an alternative to bank loans.
Blackstone’s $59 Billion Property Trust Hit by Starwood Fallout
Total net returns at the Blackstone trust have fallen sharply since borrowing costs began climbing in early 2022.











