Professional Services Perspectives
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Headlines
Driving Growth with Unified Marketing and Sales Messaging
Even minor inconsistencies between what marketing conveys and what your sales team communicates can reverberate throughout client interactions.
SEI Increases Stock Share Repurchase Program by $650 Million
The move increases the available authorization under the program to approximately $773.2 million.
Alts & Answers: Awakening Wealth Advisors to Private Market Possibilities
As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
Essential Income 4 DST Fully Subscribed, Providing Accelerated Access to the Essential Income REIT
Essential Income 4 DST is a closed offering and is not accepting new investors.
Recent News
Roaring ‘20s Redux? Explore Bull Market Upsides at January Community Groups Meeting
Johnathan Rickman | Blue Vault Despite prolonged inflationary pressures and higher interest rates, financial markets have steadily rebounded from their post-pandemic lows,...
ExchangeRight Recruits Bill Auble as Senior Vice President of the Great Plains Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that Bill Auble has joined its growing...
Peachtree Group Appoints Industry Veteran Josh Rubinger to SVP of National Accounts
Business Wire | Peachtree Group Peachtree Group (“Peachtree”) announced today that Josh Rubinger has joined as senior vice president of national accounts for...
2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption
David Bodamer | WealthManagement.com The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth...
Bluerock Value Exchange Fully Subscribes $41.2 Million Diversified Industrial Portfolio III DST
Bluerock Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has fully...
How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?
Answer: As of June 30, 2022, the average distribution rate among open nontraded BDCs was 7.24%. The average distribution rate increased to 8.33% as of June 30, 2023, and...
More articles…
American Healthcare REIT (“AHR”) Announces First Quarter 2024 Results
American Healthcare REIT, Inc. is a self-managed real estate investment trust that acquires, owns and operates a diversified portfolio of clinical healthcare real estate properties, focusing primarily on outpatient medical buildings, senior housing, skilled nursing facilities and other healthcare-related facilities.
Griffin Capital Announces Construction Completion On A 335-Unit Multifamily Community In Mesa, AZ
Griffin Capital has successfully raised over $1.6 billion across its various Qualified Opportunity Zone Funds and currently manages a combined portfolio of 27 multifamily communities in various stages of construction and leasing, totaling over 9,400 units with an estimated total project cost of $3.1 billion.
Bluerock Capital Markets Hires Jeffrey Klepacki As Executive Vice President And National Sales Manager
Mr. Klepacki joins BCM during a period of significant distribution growth across its suite of credit and real estate alternative investment products which includes interval funds, REITs, and 1031 exchange/DST programs.
Gold Leaf Farming Appoints Alice Catalano to Head of Investor Relations
“We are delighted to welcome Alice Catalano to the Gold Leaf Farming family,” remarked Jack McCarthy, CEO of Gold Leaf Farming.
CAIS Adds Some Blackstone Funds to its Marketplace
CAIS will list several Blackstone strategies, which have undergone third-party due diligence by Mercer.











