Professional Services Perspectives
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Headlines
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
Madison Communities Acquires Venture at Long Shoals, an 86-Unit Luxury Multifamily Community in the Asheville MSA
The acquisition closed Nov. 25, reinforcing Madison’s footprint among the most in-demand apartments in Asheville and the surrounding region.
Based on the nontraded REITs tracked by Blue Vault, which offering had the highest distribution rate for their I shares in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Davis Polk Poaches Simpson Thacher Funds Partner Healey in DC
Mahira Dayal | Bloomberg Law Davis Polk & Wardwell boosted its investment management practice with a hire from Simpson Thacher & Bartlett, the firm said Monday....
The Benefits of Substack as a Publishing Platform for Advisors
John Kador | WealthManagement.com Like clockwork, every Wednesday morning, Russ Thornton, an Atlanta-based advisor who specializes in helping women with retirement planning,...
The Great Thaw: A Golden Opportunity
Leitbox Storage Partners In the world of real estate investment, few sectors have demonstrated the resilience and profitability of self-storage. As the market emerges from a...
HPA Exchange Acquires Dignity Health Micro-Hospital in Phoenix
HPA Exchange LLC HPA Exchange LLC, a healthcare real estate investment sponsor created by the executive team of Healthcare Property Advisors, a vertically integrated...
Hines Announces Leadership Promotions
Hines Hines, a leading global real estate investment manager, is pleased to announce several key leadership team promotions. To capitalize on market dynamics and better...
Cantor Fitzgerald Infrastructure Fund Celebrates Two-Year Anniversary with $150 Million in Total Net Assets
Cantor Fitzgerald, L.P. Cantor Fitzgerald Asset Management today announced the Cantor Fitzgerald Infrastructure Fund (the “Fund”), the first ’40 Act fund...
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Cantor Fitzgerald and Silverstein Properties Announce Joint Venture Partnership with Collins Capital Partners and Kaufman Jacobs and Closing of Construction Financing for Multifamily Opportunity Zone Development in Chesterfield County, VA
“We are pleased to partner with Collins Enterprises on this development that promises to have a positive impact on the surrounding community,” said Chris Milner, Head of Real Estate Investment Management at Cantor Fitzgerald Asset Management.
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded...
Improving Your Presentations
Are you familiar with the term “word wall?” We recently encountered many word walls during our time at a conference. Imagine this: you’re seated in a conference room, staring at a screen filled edge-to-edge with words in a small font. Despite your best efforts to squint and engage with the content, the speaker’s words become background noise. Read on for tips on avoiding the word wall and making your presentations engaging.
Apartment building construction on track to hit record high
New apartment construction is on track to top a 50-year high, with nearly 461,000 units expected to be built across the U.S. this year, according to a new report…
NAV REITs Report Barely Positive Median Total Returns for August
The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was 0.03% in August, compared to 0.21% in June. Eight of the 16 reported positive total returns. This is the second month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return, albeit a very small one…











