Professional Services Perspectives
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Headlines
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients
The partnership represents a significant milestone for the asset manager as it seeks to build a globally scaled platform focused on middle-market opportunities.
What was the median distribution rate for all nontraded REITs in Q2 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Marketing and Sales: Bridging the Gap
When marketing and sales are in sync, the results speak for themselves.
Sanjay Sharma to Lead SEI’s International Business
Continued business evolution underlines strategic focus on accelerating international growth.
Recent News
Inland Delivers 1.75 Equity Multiple with a Suburban Chicago Retail Sale
The Inland Real Estate Group Inland Private Capital Corporation (“IPC”), an industry leading real estate investment manager, today announced the sale of a retail property...
Durable Assets with Brad Watt, Founder and CEO Petra Capital Properties
Brad Watt talks about how investors are looking for durable assets in this webinar...
1031’s with Brad Watt, Founder and CEO Petra Capital Properties
Brad Watt shares his take on the role of 1031’s in an portfolio in this webinar...
Bluerock High Income Institutional Credit Fund Announces Q3 2024 Distribution at a 14.4% Annualized Rate
Bluerock High Income Institutional Credit Fund Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX,...
For Van Leeuwen & Company, Every Client is the Master Painter of their Financial Self-Portrait
Johnathan Rickman | Blue Vault Like many of its contemporaries in the financial services industry, Princeton, New Jersey-based wealth management firm Van Leeuwen &...
Blue Vault Publishes Interval and Tender Offer Fund Performance Pages for Period Ending March 31, 2024
These Interval Fund, Tender Offer Fund, and Nontraded LLC Individual Performance Pages (IPPs) are now available for Blue Vault members to view on the Blue Vault website. ...
More articles…
5 Ways To Improve CTAs
5 Ways To Improve CTAs August 3, 2023 | Marketing Intent Have your eyes ever failed you? You can’t find a pen that’s in your hand, a phone that’s on your desk, or for the sunglasses sitting in your car console. That’s what it feels like when you’re on a web page or...
What is Fund Accounting? And What Should Fund Accounting Be?
What is Fund Accounting? And What Should Fund Accounting Be? August 3, 2023 | David Fisher | Phoenix American Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so that fund management...
The True Life Companies Expands Capital Group with Two Highly Tenured Appointments
The True Life Companies (TTLC) , a real estate investment firm focused on repurposing underutilized property to create new attainable housing options in high-need U.S. markets, announced that it has added two senior professionals to its wholesale operation, The True Life Capital Group…
The Word on WealthTech for August 2023
The Word on WealthTech for August 2023 Aug 03, 2023 | Doug Fritz | Wealth Management Welcome to the Word on WealthTech. Each month we offer our take on a few recent industry news stories, identifying what they could mean for advisors across the industry. As we...
Messing With The Magic: Why DFW Might Not Outperform This Cycle
The end of 2007 was a tense time for commercial real estate. The subprime mortgage crisis had spread worldwide, the lending market had dried up, and the Federal Reserve began to cut interest rates in a bid to stop turmoil in the housing and financial markets from tanking the economy…









