Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
iCapital® Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds
Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.
Blue Vault Published its Q2 2025 Full Nontraded REIT Industry Review
The Q2 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. The Review includes 36 Individual Performance Pages (IPPs) and limited data on three additional REITs, including the new StratCap Digital Infrastructure REIT.
ExchangeRight Appoints Jeff Noblin as Senior Vice President of the South Central Region
Noblin brings more than 25 years of leadership experience in wealth management, where he has partnered with financial advisors and institutions to deliver alternative investment strategies designed for long-term value.
Blue Vault Q2 2025 Full Nontraded BDC Industry Review is Published
The Q2 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The review includes 24 Individual Performance Pages (IPPs).
Stay informed about alts
Subscribe to our free emails
Recent News
If Not 60/40, What? Managers and FAs Weigh In
Ellen Sheng | FUNDFire Scrutiny of the conventional 60/40 portfolio has been intensifying at a time when investors and advisors are showing more interest in allocating to...
An Advisor’s Guide to Elections and the Markets
YCharts Are your clients asking how the presidential election could affect their investments? Every four years, speculation about the incoming president and their policies...
Leitbox Storage Partners, LLC Opens New Facility in Hilton Head, SC Second facility opened by Leitbox in Q1 2024
Leitbox Storage Partners Leitbox Storage Partners, LLC is pleased to announce the grand opening of a second self-storage facility in Bluffton, SC, right outside of Hilton...
How Alts and Annuities Help Ginsberg Financial Strategies Develop ‘Empowered Retirement’ Plans for Clients
Johnathan Rickman | Blue Vault After more than a decade of working with business owners in the early 2000s as an attorney and commercial lending executive, Michael Ginsberg...
NexPoint Launches Self-Storage DST Offering with Class-A Properties in Maryland and Florida
NexPoint NexPoint, a multibillion-dollar alternative investment firm, recently announced the launch of NexPoint Storage V DST, a Delaware Statutory Trust (“DST”)...
Blue Vault Q1 2024 NTR Review Update 6-17-2024
Nontraded REITs Forty-two Nontraded REITs filed 10-Qs with the SEC this quarter. Blue Vault has published a total of 38 Q1 NTR Individual Performance Pages plus a Limited...
More articles…
What Government Can and Cannot Do to Make Housing “Affordable”
The U.S. has a “housing shortage” and a popular part of that theme today is an “affordable housing” shortage. Honest economists would have to question that conclusion…
Blackstone NAV REIT Performance Outshines Cash Flow Concerns
Despite indications that Blackstone’s nontraded real estate investment trust (NAV REIT) has struggled to deliver on redemptions, the diversified fund has shown “consistently better” total returns than its peers, proving its post-pandemic staying power, Blue Vault researchers say. As more second-quarter data become available, we’re finding that Blackstone’s Real Estate Income Trust has outperformed or held steady against many of the other large NAV REITs it competes with, said Blue Vault Senior VP James Sprow on Blue Vault’s July 26 webinar, A Deeper Look at Blackstone. Sprow said this is due to several factors, including: Limited office sector exposure, a consistently positive risk-vs-return profile, and a 0.69% rise in NAV in Q2 2023 — the largest Q2 2023 rise in NAV among nontraded REITs…
IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries
The Internal Revenue Service recently issued Notice 2023-54, in which they waived the excise tax on 2023 required minimum distribution failures committed by designated beneficiaries. This extends the waiver already provided for 2021 and 2022 under Notice 2022-53….
Private equity fundraising down 35% in Q2, Preqin says
Private equity funds worldwide had a difficult time on the fundraising trail in the second quarter, raising a combined $106.7 billion, down from $164.4 billion in the prior quarter and also down from $165.3 billion in the year-earlier quarter, according to a just-released Preqin report….
REITs: What’s Ahead for the Second Half of 2023
As we look ahead to the second half of 2023, the economic and commercial real estate (CRE) environment will continue to be shaped by global central banks’ fight against inflationary pressures that have been more persistent than expected….
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
