Professional Services Perspectives
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
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What percentage of nontraded REIT public capital raise came from Blackstone REIT in the third quarter of 2024?
Answer: Blackstone REIT raised a total of $743.1 million in capital in the third quarter of 2024, approximately 53.9% of the industry total. Apollo Realty Income Solutions...
What percentage of the nontraded REIT public capital raised in the third quarter of 2024 came from Blackstone REIT?
Answer: Blackstone REIT raised a total of $743.1 million in capital in the third quarter of 2024, approximately 53.9% of the industry total. Apollo Realty Income Solutions...
Stakeholder Buy-In: With Data And Insights, You Can Build Bridges
Marketing Intent In the alternative investment industry, getting stakeholder buy-in for marketing initiatives can be a significant challenge. You might be fully aware of...
What’s the best way to transform your advisory practice into a savvy alts shop?
Answer: Data. If you’re looking to leap into alts, you need access to independent, credible third-party data to conduct due diligence. Become a Blue Vault member today and...
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...
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Leitbox Storage Partners LLC Closes Joint Venture With Top Institutional Investor, Establishes Programmatic Investment Opportunity for Leitbox Investors
The property in Charlottesville, VA will host Leitbox’s prototype 3-story building with a basement, providing four levels of climate-controlled self-storage as well as minor mixed-use integration.
Knowledge is the Key to Unlocking Advisor Success, Says Madrona Financial Founder Brian Evans
Education and communication — for Evans and his clients — was the driving force behind Madrona Financial and that remains true today.
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
Answer: FS Credit Real Estate Income Trust, Inc. provided Class I shareholders with an estimated 12-month total return thru February 2024 of 7.34%.
Bluerock Enters into Definitive Agreement for Investment in and Strategic Partnership with The Townsend Group
“Townsend’s long-standing leadership in the institutional real assets space is a natural fit with Bluerock’s pioneering role in delivering institutional-quality alternative investments to individual investors over the last 22 years.”
Humanizing Your Sales Team
If you’re seeking innovative ways to showcase your wholesale team and humanize your sales approach, Marketing Intent is here to help.
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