Professional Services Perspectives
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Madison Capital Group Fully Subscribes Fresh Stop Texas DST
Madison Capital Group raised approximately $13.2 million from investors, with equity proceeds from the offering used to acquire four convenience stores in Texas that will be re-imaged as Fresh Stop locations.
How to Address Client Concerns About Semi-Liquid, Credit-Focused Funds
Offerings with limited liquidity like nontraded BDCs and interval funds balance portfolios by differentiating income and preserving investor capital.
Structured Investments in 2026
Explore structured investments in 2026, including key trends, market growth, note structures, and portfolio applications.
Are Gaps in Your Pardot Salesforce Integration Creating a Blind Spot for Sales?
Having Pardot and Salesforce is not the same thing as having a strong Pardot Salesforce integration.
Recent News
BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access
SEI SEI® (NASDAQ: SEIC) today announced the addition of 17 fund managers to SEI AccessTM, a platform designed to provide an end-to-end investment experience and increased...
Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility
XA Investments XA Investments LLC (“XAI”), an alternative investment management and consulting firm, announced today that its Non-Listed Closed-End Funds Second Quarter 2025...
Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Answer: Total returns for the nontraded BDC industry began the year strong, coming in with a median return of 1.75% through the first three months of the year. This follows...
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 68...
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
SEI SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors...
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the appointment of James Sabbatini as...
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Overlooked Opportunities In The “Small Bay” Light Industrial Real Estate Subsector
Light industrial small bay properties deliver greatest value when they offer easy access to population clusters and the growth of these clusters serves to further enhance long-term demand and performance.
Sila Realty Trust, Inc. Receives Approval for Listing on the New York Stock Exchange
“We are pleased to announce Sila has received approval to list on the New York Stock Exchange,” stated Michael A. Seton, President and Chief Executive Officer of the Company.
Alterna Equity Partners Announces Closing of Fund I
AEP invests in business services, industrials, healthcare services, technology, transportation & logistics and financial services companies throughout the U.S. with a focus on the south and southeast.
Starwood Capital Group Appoints Matt Smith as Managing Director, Head of U.S. Residential Asset Management
Starwood Capital Group (“Starwood Capital”), a global private investment firm with a primary focus on real estate, today announced that Matt Smith will join the firm in June as Managing Director, Head of U.S. Residential Asset Management.
Aircraft Leasing Investments: Achieving Lift-off Through an Alternative Route
The global commercial aircraft leasing market, according to some estimates, is forecast to grow from roughly $155 billion in 2023 to over $315 billion in 2033.









