Professional Services Perspectives
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The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Blue Vault’s alternative investment data includes coverage of 19 active and open nontraded REITs. Which growth-stage offering issued prior to 2023 had the lowest redemption rate as of March 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Industry Veteran David Kasprzak Joins Inland as National Sales Manager
Inland Inland Securities Corporation (“Inland Securities” or “the firm”), the exclusive dealer manager and placement agent for real estate investment programs offered by...
Blackstone is building a US$25 billion empire of power-hungry data centres
Bloomberg Off a highway in Phoenix, cranes tower over a stretch of land larger than 60 football fields. The first of five hulking bunkers are under construction. Thirty...
Make Marketing Technology Your Friend: Simplifying Marketing For Alternative Investment Firms
Marketing Intent Technology can be intimidating, especially for alternative investment asset managers. The constant evolution of new programs and the complexities of...
Alternative Investment Exchange (AIX) Reports Record 2023 Growth, Driven by Enhanced Alts Services and Expanded Client Relationships
Alternative Investment Exchange Alternative Investment Exchange (“AIX”), a market leader that simplifies alternatives investing, reported record 2023 growth as it expanded...
ExchangeRight Ends 2023 as Third Largest Sponsor in the DST Market
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that thanks to trust placed in the...
How Stockholder Servicing Fees Affect NTR Distributions
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Expiring Leases & Office Maturities, Multifamily Loan Moves, Healthy Travel Earnings
In this week’s episode of The TreppWire Podcast, we cover the potential of a “no-landing” scenario, discuss jobs and housing data, travel earnings…
506(c) Offerings: Practical Guidance for Broker-Dealers/Registered Investment Advisers
As discussed in our prior Article regarding 506(c) offerings, if it turns out that the purchaser was not in fact an accredited investor, the issuer does not lose the exemption from registration provided in Rule 506(c).
A Better Liquidity Feature for Non-Traded REITs: Share Repurchase Plans and the Next Frontier
Non-traded REITs at their core wrap an illiquid real estate portfolio into an illiquid securitized container, with no market-clearing…
Gentry Mills Joins Altigo’s Growing Roster of Sponsors
Gentry Mills Joins Altigo’s Growing Roster of Sponsors February 15, 2023 | John Rickman | Altigo Real estate investment firm Gentry Mills Capital has signed with Altigo, expanding the pool of asset managers on the platform and making investing in alts easier for the...
Stacy Chitty: Direct Access to Decision Makers
In this video clip from the webcast, Why Attend the Alts Summit 2023, Stacy Chitty (Managing Partner, Blue Vault) discusses how…











