Professional Services Perspectives
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A DST Doesn’t Always End With a Property Sale: What Advisors Should Know About Exit Paths
New research into hundreds of DST outcomes shows why advisors may want to ask more questions about an investment’s eventual exit before clients enter it.
Opportunity Zones 2.0 Is Getting Its Map: The Next Phase Begins Now
The first pieces of the QOZ 2.0 investment map are falling into place, shifting attention from new rules to where the next opportunities may emerge.
The Next Step for Alternatives: Moving Private Markets Inside the Managed Account
A recent platform expansion illustrates how private markets are beginning to move from a separate alternatives workflow into the technology advisors use every day.
Ares Strategic Income Fund Limits Third-Quarter Repurchases as Requests Reach 11.6%
Ares Strategic Income Fund has reported elevated demand during its latest quarterly liquidity window. The fund’s update details the investor groups behind most of the requests and provides new portfolio-quality figures.
Recent News
Opportunity Zones 2.0 Is Taking Shape: What Advisors Should Watch Before 2027
The next generation of Qualified Opportunity Zones is beginning to take shape as states select the communities that will participate in the revamped program beginning in...
What Does a Discount to NAV Really Mean for a Nontraded BDC Investor?
Recent third-party tender offers for shares of several nontraded business development companies are putting a spotlight on the price investors may pay for immediate...
Priority Income Fund Tender Offer Sees Heavy Demand as NAV Declines
Priority Income Fund’s latest quarterly tender offer was significantly oversubscribed, resulting in shareholders having only about 15% of their requested shares repurchased...
JLL Income Property Trust Completes 20th Full-Cycle UPREIT Transaction
JLL Income Property Trust has completed another full-cycle UPREIT transaction through its JLL Exchange platform, bringing the daily NAV REIT’s total completed UPREIT...
ExchangeRight Announces Full Subscription of $26.95 Million Net-Leased All-Cash 19 DST
ExchangeRight has announced the full subscription of Net-Leased All-Cash 19 DST, a $26.95 million debt-free offering that provides 1031 exchange and cash investors access to...
SmartStop General Counsel Sells Shares While Retaining Significant Equity-Based Holdings
SmartStop Self Storage REIT General Counsel and Secretary Nicholas Look sold 1,025 shares of the company’s common stock in an August transaction while retaining significant...
More articles…
Blue Vault Published First 8 Q1 2026 Nontraded REIT Performance Reports
Blue Vault will publish forty Nontraded REIT Individual Performance Pages for Q1 2026.
Blue Vault Begins Publishing Q1 2026 Nontraded BDC Performance Reports
Blue Vault will publish twenty-four Nontraded BDC Individual Performance Pages for Q1 2026.
AllianceBernstein, Brookfield, and Carlyle Unveil Turnkey Private-Markets Solution for Defined Contribution Plans
The solution will dynamically adjust private asset allocations across private credit, private real assets and private equity, depending on a participant’s stage in their retirement-savings journey.
Industrial Leasing Activity Returns to Fundamentals as Texas Markets Stand Out
Sealy & Company remains focused on infrastructure-connected industrial assets across key Texas markets.
SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)
SEI’s first fixed income ETF expands platform beyond equities and liquid alternatives.











