Professional Services Perspectives
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ExchangeRight Welcomes Matthew Ferguson as Senior Vice President of 1031 and 721 Solutions
Ferguson brings over 15 years of experience in real estate, and over a decade in the alternative investment industry.
Blue Vault Begins Publishing Q4 2025 Nontraded REIT Performance Reports
Turn Alternative Investment Data is Better Decisions with the Blue Vault Portal.
Blue Vault Publishes All Q4 2025 Nontraded BDC Individual Performance Reports
Blue Vault completes publication of all twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Wealth advisors are looking for signals that your firm is credible, current, and professional. And whether you realize it or not, your website is making that case immediately.
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Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
iCapital Orion, a leading provider of innovative wealthtech solutions for financial advisors and enterprise firms, and iCapital1, the global fintech platform shaping the...
Marketing Is the New Sales
Marketing Intent Let’s get one thing straight: we’re not trying to snatch commissions from your sales team. But it’s time to face a simple truth—marketing is the new sales....
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
Cove Capital Investments Dwight Kay and Chay Lapin, Cove Capital Investments Founding Members, announced the Delaware Statutory Trust sponsor firm has successfully launched...
BC Partners promotes four new Partners
BC Partners BC Partners, a leading international investment firm, today announces the promotion of four new Partners across its Private Equity and Credit strategies in...
Madison Capital Markets Appoints Jeff Kremin as President and Lee Bastidas as EVP of National Accounts
Citybiz As part of its ongoing commitment to performance, innovation and delivering best-in-class results to investors and partners, Madison Capital Markets has...
Eagle Point Institutional Income Fund Reaches $200 Million Milestone and Delivers 35th Consecutive Monthly Distribution Payment
Eagle Point Credit Management LLC Eagle Point Institutional Income Fund (the “Fund”) today announced that total assets, inclusive of available borrowings under a revolving...
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Private Wealth Is Heading To Alternatives—What’s Driving It And Where Is It Going?
Alternative investments is a top priority for 49% of North American family offices, while 34% are planning to increase allocations to private credit.
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.”
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