Professional Services Perspectives
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SEI Reports Fourth-Quarter 2025 Financial Results
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
As of September 30, 2025, which nontraded REIT tracked by Blue Vault had the most assets under management?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
Many DST investors chose to retain this high-performing property and obtain other REIT benefits by participating in the UPREIT transaction.
Tender Offer Fund Assets, Fundraising on the Rise in 2025
The tender offer fund industry had $100.7 billion in assets under management as of October 31, 2025.
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Vistra collaborates with 1776ing to enhance alternative investment processing
1776ing Vistra, a leading provider of essential business services that help organisations to invest and grow efficiently and compliantly across the world, and 1776ing, a...
Five Questions with Ryan Detrick: Navigating U.S. Markets
In this Q&A, Ryan Detrick, Chief Market Strategist at Carson Group, shares insights on how advisors can navigate changing markets and the impacts of political and policy...
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that demand for the company’s...
Fred Talk: A Live Huddle for Wealth Advisors
Are you looking to advance your practice this year but need a push to get going? We know not everyone is a self-starter all of the time. That’s why we’re partnering with a...
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
Business Wire | ExchangeRight ExchangeRight, has announced that for two consecutive quarters the Essential Income REIT was the only growth or stabilizing equity non-traded...
Five Questions with Erin Botsford: Allocating to Alts
In this Q&A, Erin Botsford, Founder and CEO of The Advisor Authority and a Barron’s Top 100 advisor and author, shares her insight and expertise on how advisors can best...
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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.
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
There’s no denying that the current market is still challenging for property owners and their investment partners.
Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital
With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.
Sharp Shooters Still Need To Nurture
While sharp shooting may imply a hyper-focused approach, it does not mean that relationships are already built and that existing relationships don’t need ongoing nurturing…
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