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
Private Wealth Is Heading To Alternatives—What’s Driving It And Where Is It Going?
Michelle Fuller | Manulife Investment Management Alternatives have been the preserve of institutional investors for decades but now, more than at any other time, a...
Leitbox Storage Partners LLC Closes Joint Venture With Top Institutional Investor, Establishes Programmatic Investment Opportunity for Leitbox Investors
Leitbox Storage Partners Leitbox Storage Partners LLC is pleased to announce a joint venture between Leitbox Portfolio Partners Self-Storage Fund II (“LB02”) and one of the...
Knowledge is the Key to Unlocking Advisor Success, Says Madrona Financial Founder Brian Evans
Johnathan Rickman | Blue Vault Unwavering curiosity and a drive to continue learning is the key that helped unlock Brian Evans’ success as a financial advisor and business...
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
Answer: FS Credit Real Estate Income Trust, Inc. provided Class I shareholders with an estimated 12-month total return thru February 2024 of...
Bluerock Enters into Definitive Agreement for Investment in and Strategic Partnership with The Townsend Group
Bluerock Bluerock has announced that it has entered into a definitive agreement for an investment in, and strategic partnership plans with The Townsend Group (“Townsend”)....
Humanizing Your Sales Team
Marketing Intent Is your sales team merely a faceless entity behind emails and phone calls? In the world of alternative investments, establishing personal connections with...
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Sternlicht’s Starwood Real Estate Income Trust Shakes Up Its Leadership
Barry Sternlicht’s nontraded real estate investment trust, facing redemption calls from its shareholders in a tough commercial property…
Increased Dividend for Capital Square Apartment REIT
Capital Square Apartment REIT announced that its board of directors has authorized a daily distribution rate of $0.00138 per day per share…
Real Estate Private Investment Alts Navigate Choppy Waters
Non-traded REITs and other private real estate investment alternatives have slammed headlong into some significant market challenges…
Fed’s Bowman: More rate hikes needed if inflation, job market remain strong
Federal Reserve Governor Michelle Bowman said Friday morning that if inflation remains high and the job market remains strong…
Private-credit firms see opportunity as banks tighten lending
Private-credit firms are eyeing fresh opportunities from a potential borrowing squeeze in the United States as battered regional banks tighten…










