Professional Services Perspectives
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Headlines
The Essential Income REIT Achieves 10.42% Tax-Equivalent Yield on 2025 Distributions
Exact tax-equivalent yield will vary depending on an investor’s actual federal and state tax bracket and closing date.
Griffin Capital Fully-Subscribes $37 Million Multifamily DST in Gonzales, Louisiana
The property offers residents excellent proximity to major employers and walkability to a variety of shops and restaurants.
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
Collaboration supports enterprise efficiency, scalability, and sustainable growth.
Capital Square Launches All-Cash DST Offering of 100% Occupied Build-for-Rent Active-Adult Living Portfolio in Texas
Investors will receive ownership interests in two boutique build-for-rent active-adult living communities located in McKinney, a suburb of Dallas, and Waco, Texas.
Recent News
Capital Square Housing Trust Launches $40 Million Preferred Stock Offering
Capital Square Capital Square Housing Trust, a real estate investment trust (REIT) sponsored by Capital Square, announced today the offering of up to four million shares of...
Smart Marketing Keeps Advisors Coming Back
Marketing Intent There’s something we’ve been hearing loud and clear lately. And if you’re paying attention to your feedback loop, you’re probably hearing it too. It’s not...
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
Answer: StepStone Private Markets was the top tender offer fund fundraiser, raising gross proceeds of approximately $1.1 billion for the six-month period ending March 31,...
The Lowdown on UPREITs: Keeping Investment Property in Play
Johnathan Rickman | Blue Vault As the majority of real estate investors enter retirement age and seek to preserve their income, capital, and tax benefits with passive...
Christine Russo Promoted to COO of Madison Capital Group Holdings
Madison Capital Group via Citybiz Madison Capital Group Holdings, a leading developer and operator of high-quality, suburban multifamily communities, self-storage,...
ADISA Appoints Jade Miller as First CEO
ADISA ADISA, the nation’s largest trade association for the alternative investments industry, announced today that industry leader Jade Miller has been appointed chief...
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BNY Mellon’s Pershing Launches a New Suite of Products on its Wove Platform
Wove Investor, a one-stop client portal that enables investors to view account info across multiple custodians, and use self-service features to quickly complete simple tasks on their own, such as check balances across all investment accounts, on a single interface.
GTIS Partners Acquires Lot at Hardeeville Commerce Park in Savannah MSA
Acquiring this site positions GTIS to profit from the Port of Savannah’s continued volume growth fueled by drivers including the area’s…
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.”










