Professional Services Perspectives
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Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
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ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
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Inside the V(ALT), with Warren Thomas
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Leitbox Portfolio Partners Fund II Announces Successful Sale of Winston-Salem Asset
Newswire | Leitbox Leitbox Portfolio Partners Fund II (“Leitbox II”) is proud to announce the successful sale of its Winston-Salem self-storage property. The property,...
Prospect Capital Marks 20 Years as a Leader in Private Debt and Equity for U.S. Middle-Market Companies, with Over $20 Billion Invested
Prospect Capital Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”) announced Prospect has surpassed its 20th anniversary as one of the largest ($7.9 billion in total...
Continuous Offering NTR NAV and Return Data
Zach Mersmann | Blue Vault Ten of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in August 2024. The six...
Register for Alts Day: A Free Mini-Summit for Advisors
Johnathan Rickman | Blue Vault Looking to brush up on your alts knowledge but are short on dollars and downtime? Blue Vault has you covered! Join us on Wednesday, November...
Demand for ExchangeRight’s All-Cash DSTs Leads to Full Subscription of a $22.9 Million Portfolio
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors seeking the advantages...
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NAVs of Continuously Offered NTRs Drop in December
The distributions paid by the group were sufficient to overcome the large drops in NAVs for the year for only three NTRs.
How many interval funds were focused primarily on equity assets as of Q3 2023?
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Blackstone Agrees to Buy Tricon Residential for $3.5B, Take Company Private
Blackstone Real Estate Income Trust (BREIT), already has an 11 percent ownership stake in Tricon Residential following a $240 million equity purchase in 2020.
Leitbox – ‘All-Time Highs’ – Warning
While this boom may seem like a response to housing demands, it could lead to an oversupply in the market, especially if economic conditions change or if the actual demand for these new apartments fails to meet projections.
Morningstar To Use iCapital to Help Advisors Access Alternatives
The goal is to bring the same kind of unbiased evaluation of alternative investments as Morningstar brought to mutual funds, and help advisors “see” the investments working inside the client’s total portfolio.











