Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Peachtree Group Expands Hotel Management Portfolio with Six New Properties
Peachtree Group’s hospitality management division manages hotels across leading brands and markets nationwide.
Brookfield and Angel Oak Complete Strategic Partnership Transaction
The partnership will accelerate Angel Oak’s growth while reinforcing Brookfield’s strategy of combining best-in-class credit managers alongside its direct investment capabilities.
SEI Announces Strategic Partnership with Graphene
SEI wealth platform to drive growth for U.K. wealth infrastructure provider.
Demand for Private Real Estate Indexing Surges as Advisers Seek Diversification Amid High Equity Market Valuations
Accordant ODCE Index Fund sees strong adoption as advisers turn to institutional private real estate for inflation protection and stability.
Recent News
Are Alts a Good Strategy for My Client? Find Out at Alts Summit 2024!
Johnathan Rickman | Blue Vault With 60/40 portfolios beholden to market movements and the current high-rate environment, financial advisors are looking for new ways to...
Capital Square Delivers 146.60% Total Return* to Investors in California Retail DST
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Collecting Intent Signals From Financial Advisors
Marketing Intent In the dynamic world of alternative investments, understanding financial advisors’ intentions can be the key to success. Are you paying attention to the...
Blue Vault’s Research Coverage of Interval Funds
James Sprow | Blue Vault Blue Vault’s Interval Fund Research Blue Vault currently provides research reports on all interval funds of significant portfolio size, usually a...
Blue Vault Q3 2023 Individual Performance Page Update 01-08-2024
All Q3 2023 NTR Individual Performance Reports are now available for Blue Vault members to view (newly published pages are in bold font): American Healthcare REIT Q3 2023...
Update on Perpetual Non-Traded BDCs: Increasing Competition May Drive Performance Divergence Among BDCs
FitchRatings Recent Developments Rapid Growth: Perpetual non-traded business development companies (BDCs) have grown rapidly since Blackstone Private Credit Fund (BCRED) was...
More articles…
Blackstone Starts Crackdown On Nonpaying Residential Tenants, Evicting Hundreds
One of the nation’s largest landlords had apparently been playing nicer than many corporate rental owners had with tenants…
Inland Securities Corporation Deepens Talent Pool with Addition of Four New Hires
The new hires will be responsible for developing sales opportunities and supporting financial advisors with relationship management within their respective sales territories.
StratCap Exploring Strategic Alternatives for Strategic Wireless Infrastructure Fund I
“We believe that this is an opportune time to explore alternatives to enhance value for Fund I’s investors.”
Leitbox Storage Partners Affiliate Sells Alabama Shopping Center
“We re-developed this necessity-based retail asset in 2017 as we were experiencing increasing sales volumes at this center and anchor tenant demand. We added some best-in-class retailers, such as Publix and Dicks, and it was time to harvest the gains from our efforts”, said Bill Leitner, Managing Principal, Merchants Retail Partners, LLC.
Advisor-Daniel Goodwin: Why Attend the 2023 Blue Vault Bowman Alts Summit?
In this video clip, Daniel Goodwin (CEO, Provident Wealth Advisors), discusses why he’s looking forward to the 2023 Blue Vault Bowman…











