Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Elevating the Conversation: Using Objections to Strengthen Advisor Relationships
Advisors’ inquiries are not adversarial; they are a natural and essential part of their due diligence.
Sealy & Company Named One of Fortune’s Best Workplaces 2025
This distinction highlights the firm’s success in creating a positive, inclusive, and engaging environment for its employees.
Urban Catalyst Breaks Ground on Aquino, a Premier Multifamily Development in Downtown West San Jose
Aquino is among the first major projects to advance under San Jose’s Multifamily Housing Incentive Program, which the City Council approved in December to spur housing production.
Bluerock Value Exchange Fully Subscribes $66 Million Class A Multifamily DST in Tampa Florida
Bluerock reported that it has sponsored more than $2.8 billion in full-cycle and on-going 1031 exchange programs.
Recent News
NexPoint Launches NexPoint Semiconductor Manufacturing DST Offering
NexPoint, an alternative investment firm with $16.6 billion in assets under management, today announced the launch (the “Offering”) of NexPoint Semiconductor...
Smartstop-Backed SSGT Adds $19.5m Self-Storage Facility to Portfolio
Venkatesh Jartarkar | Investing.com Strategic Storage Growth Trust III (SSGT), a private real estate investment trust sponsored by H. Michael Schwartz-led SmartStop Self...
NAV REITs Report Small Negative Median Total Returns for September
James Sprow | Blue Vault The median monthly total return for sixteen continuously offered nontraded REIT programs (“NAV REITs”) was negative 0.02% in September, compared to...
CIM Real Assets & Credit Fund Announces 21% Increase in Distribution Rate
CIM Group CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends representing an...
Goldman Marks Down Commercial Real Estate Portfolios
Jake Mooney | S&P Global Market Intelligence Goldman Sachs Group Inc. has marked down or impaired its office-related commercial real estate exposures across both equity...
Manageable debt, quality assets cushion US public office REITs against headwinds
S&P Global Market Intelligence The manageable debt and quality assets are cushioning listed office real estate investment trusts in the US against the elevated interest...
More articles…
Schorsch SPAC fails to get off the ground
The Nicholas Schorsch-backed SPAC — the leisure business-focused G&P Acquisition Corp. — failed to make an acquisition before its Nov. 15 deadline, requiring the company to liquidate and…
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest
In an environment of rising interest rates, net lease assets occupied by early childhood education centers are growing in popularity…
ADISA Publishes A Guide to DST 1031 Best Practices (2022)
ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the publication of A Guide to DST 1031 Best Practices (2022), a manual...
Ashford Securities Announces February 17, 2023 as Final Close Date for Braemar Hotels & Resorts Series E & Series M Preferred Stock Offering
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), today announced…
Carron Schmick: BV Summit 2023 – A Golden Opportunity
In this video, Carron Schmick (Ridgeline Private Wealth) explains why attending the 2023 Blue Vault Bowman Alts Summit is a golden opportunity for gathering aspects to build and manage an alternative investments practice, all in one place…











