Professional Services Perspectives
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Now on SEI Access™: ExchangeRight’s Essential Income REIT and REIT Fast-Track DSTs
ExchangeRight has expanded access to two of its real estate investment solutions through SEI Access™. Learn how the platform addition may help wealth advisors streamline access to income-focused and tax-deferred investment options for their clients.
Before You Use a DST: What Do You Know About the Sponsor?
A DST offering may be new, but the sponsor is not. Blue Vault’s closed and full-cycle data can help advisors evaluate distribution history, exit outcomes, equity exposure and, where relevant, the REIT that may sit at the end of a 721 strategy.
How a $1 Billion Joint Venture Can Help a Nontraded REIT Unlock Capital Without Selling the Portfolio
Starwood’s latest transaction demonstrates how a nontraded REIT can tap the value of its real estate portfolio without simply putting properties up for sale.
HPS Corporate Lending Fund Receives Repurchase Requests for 11.5% of Outstanding Shares
HPS Corporate Lending Fund has released new figures concerning its third-quarter liquidity window, recent repurchase activity, and portfolio performance.
Recent News
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Operational efficiency continues to be a major focus across alternative investments, particularly as advisors allocate to a broader range of private market solutions. Kelly...
Expect More Scrutiny of Continuation Vehicles
The continued growth of continuation vehicles is bringing renewed attention from regulators, highlighting the importance of transparency and due diligence in private market...
InvenTrust Reports Higher FFO as Sun Belt Acquisition Activity Accelerates
InvenTrust Properties Corp.(NYSE: IVT), a publicly traded grocery-anchored retail REIT that formerly operated as a nontraded REIT, reported higher funds from operations and...
Capital Square Launches $42.95 Million Multifamily DST Near Richmond
Capital Square has launched a $42.95 million Delaware statutory trust offering backed by a 255-unit apartment community in Midlothian, Virginia, a suburb of Richmond. CS1031...
Bluerock Expands Wealth Distribution Team with Three Senior Hires
Bluerock has expanded its national wealth distribution team with the appointment of three senior regional vice presidents at Bluerock Capital Markets, the alternative asset...
Five Questions Every Investor Should Ask Before Investing in a Delaware Statutory Trust
A recent article in Kiplinger reminds investors that while Delaware Statutory Trusts (DSTs) can be effective tools for completing 1031 exchanges and transitioning from...
More articles…
Golf, Travel, And The New Hospitality Play In Your Portfolio
The question has shifted from “where should I go?” to “why do I want to go?” Rest, reconnection, and meaning are topping the list of travel motivations.
ExchangeRight Announces Full Subscription of $41.9 Million Net-Leased All-Cash 17 DST
Net-Leased All-Cash 17 DST is a closed offering and is not accepting new investors.
Is Your Digital Presence Working for or Against You?
Before a prospect ever takes a meeting, downloads a deck, or responds to outreach, they visit your website.
What is a semi-liquid fund?
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.








