Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
SEI Announces Strategic Partnership with Graphene
SEI wealth platform to drive growth for U.K. wealth infrastructure provider.
Demand for Private Real Estate Indexing Surges as Advisers Seek Diversification Amid High Equity Market Valuations
Accordant ODCE Index Fund sees strong adoption as advisers turn to institutional private real estate for inflation protection and stability.
Based on the offerings that Blue Vault tracks, what was the median debt ratio for all open nontraded REITs in the second quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Greenwood Star Acquires Two New Multifamily Communities for GSREIT Near Atlanta
Both properties include attractive 3.63% assumable loans.
Stay informed about alts
Subscribe to our free emails
Recent News
Links Car Wash Appoints Marlene Arteta as Executive Vice President of Capital Markets to Spearhead Fundraising and Investor Relations
Madison Capital Group Marlene Arteta, VP of Capital Markets Links Car Wash, an innovative car wash platform committed to elevating the standard of clean cars across...
Ted Goldthorpe, Partner, Head of BC Partners Credit, on identifying a niche in private credit
In a captivating conversation with Giovanni Amodeo, Ted Goldthorpe, Partner and Head of BC Partners Credit, shared his invaluable insights on the private credit landscape,...
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Terry Gallagher | UMB Interval funds and tender-offer funds are popular investment vehicles for managers seeking to bring formerly private-only strategies to the registered...
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip....
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast...
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast...
More articles…
CIM Group Signs Sheppard Mullin to 119,217-Square-Foot Lease at City National 2CAL
CIM Group has implemented a program of capital and operational improvements at City National 2CAL…
How One Private Real Estate Firm is Attempting to Court Financial Advisors
CIM has split its wealth-focused team into three groups so that each group can pursue relationships with a particular segment of the wealth management industry, including broker/dealers, wirehouses and RIAs…
CIM Group Brings Luxury Watch Manufacturer A. Lange & Söhne to The Shops at Tribune Tower
CIM Group controls approximately 60,000 square feet of flexible retail space on Michigan Avenue with its Tribune Tower and 444 N. Michigan Ave. properties.
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
“Dunkin’ is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
