Professional Services Perspectives
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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?
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Recent News
Blue Vault Transforms Summit 2025 Planning with Advisor Task Force
Blue Vault Blue Vault today announced the formation of an advisor task force to help shape the agenda for its 2025 Alts Summit and establish the deliverables wealth advisors...
Leitbox Storage Partners Opens New Facility in Sanford, Florida
Leitbox Storage Partners Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform based in Birmingham, Alabama, announced today the opening of...
As of March 31, 2024, what percentage of nontraded REIT industry total assets were held by Blackstone Real Estate Income Trust, and how does that compare to March 31, 2023?
Answer: As of March 31, 2024, Blackstone REIT reported total assets of approximately $129.7 billion, 59.6% of total industry assets. As of March 31, 2023, the Fund reported...
Capital Square Fully Subscribes DST Offering of Build-for-Rent Townhome Community in Knoxville, Tennessee
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
Marketing Intent Is your marketing all about your firm? It shouldn’t be. We’ve noticed lately that marketing isn’t focused on the target audience, but rather on the firm...
The Top Employee and Independent Broker/Dealers
Diana Britton | WealthManagement.com Stifel had the highest satisfaction score among employee advisors, while Commonwealth took the top spot among independents, according to...
More articles…
Adding Value To Your Webinars
Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors. Read on to learn what advisors want to know about your firm.
Third-Party Information Is Invaluable
Financial advisors love getting third-party information from asset managers. This is what we’ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
“During this heightened economic uncertainty, we are pleased to have provided the investors, representatives, and advisors who turn to ExchangeRight’s historically recession-resilient investment strategy another offering to protect their hard-earned wealth…”
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-7-2023 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...
AltsDay 2023 Registration Now Open
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...
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