Professional Services Perspectives
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Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.
Smart Use of Tools & Automation: Marketing With a Lean Team
Cherie Fournier and Alise Lucero share insights on using automation tools to maximize efficiency, expand reach, and support sustainable marketing for small teams.
Strategic Outsourcing: Marketing with a Lean Team
Cherie Fournier and Alise Lucero of Marketing Intent share insights on which marketing functions sponsors should outsource when in-house expertise is limited, and how to choose the right partners.
In the first half of 2025, Blackstone Private Credit Fund raised the most capital of the nontraded BDCs tracked by Blue Vault. Which nontraded BDC was the second-largest fundraiser?
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Recent News
The Essential Income REIT’s Net Asset Value Increases Again
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the Net Asset Value (“NAV”) of the...
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault published the following Interval Fund and Tender Offer Fund Individual Performance Pages (IPPs) for the period ending April 30, 2024. Interval Funds 1WS Credit...
Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024
Phoenix American Phoenix American is pleased to announce the company has been recognized for three awards for industry excellence in the first half of 2024. Private Equity...
LODAS Six-Month Trading Volumes Rose 73%; Transfer-Agent Business Continues Momentum
LODAS Markets LODAS Markets, the only fully automated online marketplace to buy and sell alternative investments, reported 366 trading transactions for the first half of...
Go Store It Self Storage Names Adam Willey as New Director of Operations
Go Store It Self Storage Go Store It Self Storage, an affiliate of Madison Capital Group, has appointed Adam Willey as the new Director of Operations. With an impressive...
Watch: ExchangeRight Surpasses $6 Billion in Assets Managed on Behalf of Investors
ExchangeRight WATCH NOW>> ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the company has...
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NexPoint Announces Co-investment in NexPoint Life Sciences II DST
“Real estate plays a critical role in this rapidly evolving industry and can help accelerate innovation for life sciences companies at all stages of development…”
Cetera to Buy Tax-Focused Avantax in $1.2B Deal
Cetera to Buy Tax-Focused Avantax in $1.2B Deal September 11, 2023 | Janet Levaux | Think Advisor Cetera Financial Group is buying Avantax, formerly Blucora, in an all-cash transaction for $1.2 billion — a transaction that adds Fidelity as a custodial partner for...
Visualizing Blackstone REIT’s Recent Capital Raise History
Beginning in the fourth quarter of 2022, common stock redemptions by several continuously offered nontraded REIT programs became a major news item for the nontraded REIT industry. Blackstone Real Estate Income Trust, as the largest of the active nontraded REITs with total assets of $138 billion as of June 30, 2023, garnered the most news coverage when common shareholders requests for common stock redemptions exceeded its monthly limit of 2% of NAV for November 2022…
AltsDay 2023 Registration Now Open
Join us for a one-day virtual educational event focused on the alternative investments market. This rapidly growing investment option typically has low correlation to mainstream asset classes like stocks and bonds – making it attractive for portfolio diversification....
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-11-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following nontraded REITs (newly published pages in bold font): American Healthcare REIT Q2 2023 Apollo Realty...
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