Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Strength in Smaller Industrial Assets: A Market Trend Aligned with Sealy & Company
Mid-sized assets outperform nationwide: Sealy & Company’s proven strategy positions the firm at the center of today’s outperforming segment.
Your Market Perspective Can’t Wait
In this fast-paced space, timing is crucial, and sharing your perspective at the right moment can make all the difference.
Nontraded REIT Fundraising Stalls, AUM Falls in Q2 2025
The median distribution rate for all nontraded REITS in the second quarter of the year was a competitive 5%.
Blue Owl Capital Launches Debut Interval Fund, Focused on Alternative Credit
OWLCX aims to generate current income and, to a lesser extent, long-term capital appreciation by accessing alternative credit strategies.
Recent News
Blue Vault Q1 2024 NTR & BDC Performance Page Update 06-10-2024
Forty-two Nontraded REITs filed 10-Qs with the SEC this quarter. Blue Vault will publish a total of 38 Q1 NTR Individual Performance Pages plus a Limited Operations page...
ShopOne and its JV Partners Acquire Publix at Mt. Zion in Georgia
ShopOne ShopOne Centers REIT Inc. (“ShopOne”), together with its joint venture partners Pantheon and a leading global institutional investor, announced today that they have...
CIM Group Sells Goodyear Airport Portfolio, Two Fully Leased Industrial Buildings in Goodyear, AZ
CIM Group CIM Group announced today the sale of the Goodyear Airport portfolio which is comprised of two, fully leased industrial buildings totaling 726,802 square feet...
Federal court strikes down SEC private funds rule
Tania Mitra | Citywire Amercias The Fifth Circuit Court of Appeals has vacated the private funds advisor rule, on the grounds that the SEC has ‘exceeded its statutory...
JLL Income Property Trust Fully Subscribes $95 Million Diversified DST
JLL Income Property Trust JLL Income Property Trust, an institutionally-managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with nearly $7 billion in portfolio...
KKR REIT makes moves to prop up its NAV
Bruce Kelly | Investment News In an unprecedented move by a nontraded real estate investment trust, the KKR Real Estate Select Trust Inc. on Tuesday disclosed its management...
More articles…
The World’s Empty Office Buildings Have Become a Debt Time Bomb
In New York and London, owners of gleaming office towers are walking away from their debt rather than pouring good money after bad. The landlords of downtown San Francisco’s largest mall have abandoned it. A new Hong Kong skyscraper is only a quarter leased…
Silicon Valley, Calif., Office Vacancy Surging
Vacant office space is piling up in California’s Silicon Valley as technology companies reassess their workspace needs, The Wall Street Journal reported. Office vacancies in San Jose, Palo Alto and Sunnyvale rose to 17% in June…
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors. The Purpose of...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant documents. Private...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a registered mutual fund–such as an interval fund, tender fund, or a daily NAV fund— the topic of...











