Professional Services Perspectives
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Priority Income Fund Tender Offer Sees Heavy Demand as NAV Declines
Priority Income Fund’s latest tender offer drew requests far exceeding the shares available for repurchase, leaving investors with sharply prorated liquidity.
JLL Income Property Trust Completes 20th Full-Cycle UPREIT Transaction
JLL Income Property Trust has completed another full-cycle 721 UPREIT transaction through its JLL Exchange platform, reaching a significant milestone for a program designed to provide 1031 exchange investors with a path from individual DSTs into a diversified real estate portfolio.
ExchangeRight Announces Full Subscription of $26.95 Million Net-Leased All-Cash 19 DST
ExchangeRight has fully subscribed its $26.95 million Net-Leased All-Cash 19 DST, a debt-free portfolio of necessity-based retail and telecommunications properties. The offering combines long-term net leases with multiple potential exit strategies for 1031 exchange and cash investors.
SmartStop General Counsel Sells Shares While Retaining Significant Equity-Based Holdings
SmartStop’s general counsel sold a portion of his directly held shares in the self-storage REIT, but the SEC filing reveals a much larger continuing economic interest through long-term incentive and operating partnership units.
Recent News
SmartStop-Sponsored REITs to Merge in $1.2 Billion All-Stock Transaction
Strategic Storage Trust VI, Inc. (SST VI) and Strategic Storage Growth Trust III, Inc. (SSGT III), two self-storage REITs sponsored by affiliates of SmartStop, have entered...
How Much Liquidity Does a Portfolio Need? Balancing Public and Private Market Investments
As investors increasingly look to private markets for diversification and return potential, determining the appropriate balance between liquid and illiquid assets has become...
Private Capital Plays a Growing Role in Financing the World Cup Economy
The FIFA World Cup has evolved into a massive global business ecosystem, supported not only by sponsorships and media rights but also by the private capital investors behind...
Advisor Guidance Becomes Key Factor in Private Credit Allocations
Investor withdrawals from a Blue Owl private credit fund highlight the challenges that can arise as alternative investments become more widely distributed through wealth...
Private Wealth Firms Seek Direct Access to Alternative Investments
Private wealth firms are increasingly bypassing traditional fund platforms and intermediaries to gain direct access to private market investments for their high-net-worth...
AI Demand Continues to Drive Growth in Data Center Real Estate
Demand for artificial intelligence infrastructure is increasingly shaping commercial real estate, with data center properties emerging as one of the sector’s...
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Blue Vault Publishes Q4 2025 Nontraded REIT Full Industry Review
Trust Blue Vault’s research to keep you informed about Nontraded REIT performance and more.
Golf, Travel, And The New Hospitality Play In Your Portfolio
The question has shifted from “where should I go?” to “why do I want to go?” Rest, reconnection, and meaning are topping the list of travel motivations.
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.










