Professional Services Perspectives
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SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
Madison Communities Acquires Venture at Long Shoals, an 86-Unit Luxury Multifamily Community in the Asheville MSA
The acquisition closed Nov. 25, reinforcing Madison’s footprint among the most in-demand apartments in Asheville and the surrounding region.
Based on the nontraded REITs tracked by Blue Vault, which offering had the highest distribution rate for their I shares in the third quarter of 2025?
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Sealy & Company Earns BOMA 360 Designation for Kickapoo Road Industrial Asset
This recognition reflects Sealy & Company’s commitment to disciplined operations, ESG-focused management, and delivering institutional-quality performance across its national portfolio.
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Recent News
Watch: ExchangeRight’s Resilient Performance in 2023
ExchangeRight WATCH HERE ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced that despite the ongoing...
Eagle Point Institutional Inc. Fund Reports December 2023 Financial Results, Increases Annualized Distributions To 9.0% And Announces Total Net Annual Return Of 12.3%
Eagle Point Credit Management Eagle Point Credit Management LLC (“Eagle Point” or the “Adviser”), a specialist credit asset manager with over $9.1 billion of assets under...
Hines Securities Successfully Completes $77 Million Multifamily DST
Hines Hines, the global real estate investment, development and property manager, announced today that Hines Securities, Inc. has successfully completed another Delaware...
Capital Square Appoints Jay Olander as President
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,...
Phoenix American Announces the Hiring of Anna Camera as Vice President Client Cash Management & Tax Services
EIN Presswire Phoenix American announced today that the company has hired Anna Camera as Vice President for Client Cash Management and Tax Services. Ms. Camera will be...
Earnings call: Ashford Inc. announces solid growth and strategic updates
Natashya Angelica | Investing.com Ashford Inc. (NYSE: NYSE:AINC) has reported a successful fourth quarter for 2023, emphasizing solid revenue growth in the lodging industry,...
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It’s Time to Seriously Consider a Documentation Management Tool
It’s Time to Seriously Consider a Documentation Management Tool February 22, 2023 | Debbie Miller | Docupace Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In...
‘Everything Is Frozen’: CMBS Bond Volume Falls By 85%
The issuance of commercial mortgage bonds has taken a sizable hit as buyers and lenders react to the fallout…
Welton Investment Partners Announces Partnership With iCapital®
Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the alternative investment manager focused on...
When Might “Golden Vintages” Appear in Private Markets?
When Might “Golden Vintages” Appear in Private Markets? January 24, 2023 | CAIS In our previous analysis, we found that private equity funds that deployed capital in relatively lower valuation environments and recessionary environments tended to outperform those...
Creating A Powerful Fact Sheet
Creating A Powerful Fact Sheet February 22, 2023 | Marketing Intent If you’ve seen one fact sheet, you’ve seen them all. Stats are crammed in and there’s no white space. That poor fact sheet is trying to fit every little bit of information about your product into one...
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