Professional Services Perspectives
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Headlines
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.
The Open DST Market: A Current Snapshot for Advisors
Blue Vault’s Open DST Market Snapshot gives advisors a current view of 53 open DST programs tracked by Blue Vault, including leverage, median LTV and property-type mix.
Recent News
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...
SEC to Consider New Offering Framework for Crypto Investments
The Securities and Exchange Commission is preparing to consider a new regulatory framework for certain crypto-related investments, potentially creating a more defined path...
TCPC Portfolio Reset Highlights Key Considerations for Private Credit Investors
BlackRock TCP Capital Corp.’s decision to sell nearly half of its debt portfolio offers a timely case study in the importance of credit quality, leverage and liquidity as...
Private Markets Offer New Paths to Portfolio Diversification
Traditional portfolio diversification has long centered on balancing stocks and bonds, but high-net-worth investors and their advisors are increasingly looking beyond public...
More articles…
ExchangeRight’s Essential Income 6 DST Fully Subscribed as Investor Demand for Expedited 721 REIT Access Continues
Essential Income 6 DST is a closed offering and is not accepting new investors.
Bluerock Private Real Estate Fund Announces Distribution Increase to 7% on NAV for June 2026, Marking Fourth Distribution Increase Since Listing
The move marks the fourth distribution increase since the Fund listed on the New York Stock Exchange in December 2025.
Nontraded REIT Fundraising Rebounds in Q4 2025
Redemption gating has been an ongoing industry trend over the past several quarters, but a turnaround appears to be taking shape.
CIM Group Launches Permanent Power Company, Announces Power Purchase Agreement and $400 Million Financing Commitment
New platform secures a long-term power purchase agreement with investment-grade offtaker and major financing from HPS Investment Partners.
Why an Advisor’s First Impression Happens Before Your Sales Team Gets Involved
In alternative investments, where trust, clarity, and credibility are essential, advisors are constantly interpreting what your materials say about your firm—often in just a few seconds.











