Professional Services Perspectives
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ExchangeRight Announces Full Subscription of $41.9 Million Net-Leased All-Cash 17 DST
Net-Leased All-Cash 17 DST is a closed offering and is not accepting new investors.
Is Your Digital Presence Working for or Against You?
Before a prospect ever takes a meeting, downloads a deck, or responds to outreach, they visit your website.
What is a semi-liquid fund?
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.
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Recent News
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Answer: StepStone Private Markets was the top equity-focused tender offer fund fundraiser, raising $1.1 billion for the six-month period ending March 31, 2025. Discover...
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
Johnathan Rickman | Blue Vault While a return to glory days may seem elusive for private real estate right now, the sector is showing clear signs of a market rebound, and...
Chris Hogg Appointed to SEI Master Trust Board
SEI SEI® (NASDAQ:SEIC) today announced that Chris Hogg has been appointed to the SEI Master Trust Board of Directors. In addition to his board responsibilities, Hogg will...
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing...
Manulife John Hancock Investments Launches New Active ETF Targeting Select Value Opportunities
Manulife Manulife John Hancock Investments today will launch John Hancock Disciplined Value Select ETF (NYSE Arca: JDVL), a concentrated U.S. value portfolio and the second...
SS&C Technologies integrates wealth offerings into single platform
SS&C via GlobalData SS&C Technologies Holdings has introduced SS&C Black Diamond Wealth Solutions, consolidating various wealth management functions into one...
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If Not 60/40, What? Managers and FAs Weigh In
To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.
An Advisor’s Guide to Elections and the Markets
YCharts’ latest guide, How Do Presidential Elections Impact The Market? answers the most commonly asked questions that financial advisors hear from clients during an election year.
Leitbox Storage Partners, LLC Opens New Facility in Hilton Head, SC Second facility opened by Leitbox in Q1 2024
This new development is just half a mile from our existing Hilton Head facility and will be run as an annex of that asset,” said Bill Leitner, founder and principal of Leitbox Storage Partners, LLC.
How Alts and Annuities Help Ginsberg Financial Strategies Develop ‘Empowered Retirement’ Plans for Clients
Learn more about Ginsberg Financial Strategies and consider joining them in becoming a Blue Vault member today!
NexPoint Launches Self-Storage DST Offering with Class-A Properties in Maryland and Florida
The launch of NexPoint Storage V DST provides investors with another opportunity to invest in NexPoint’s state-of-the-art self-storage portfolio,” said Matt McGraner, Executive Vice President of the DST Sponsor…
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