Professional Services Perspectives
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
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Recent News
GTIS Partners Announces Third Opportunity Zone Investment with Collett Industrial in South Carolina
GTIS Partners GTIS Partners (“GTIS”), a global real estate investment firm managing $4.5 billion in gross assets with a U.S. focus on residential and...
Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth
Addepar Addepar, a global technology and data company for investment professionals, announced today that it has exceeded $5 trillion of client assets managed on its...
Capital Square and Method Co. Mark Construction Milestone with Topping Out of Luxury Boutique Hotel in Charleston Opportunity Zone
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, and...
Which nontraded BDC program had an annualized distribution rate of 12.19% as of September 30, 2023?
Answer: Nuveen Churchill Private Capital Income Fund had an annualized distribution rate of 12.19% as of September 30,...
ExchangeRight Fully Subscribes a $125.8 Million Diversified Portfolio
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has fully subscribed...
Hines Closes $152M DST Offering for Houston Tower
Gail Kalinoski | Commercial Property Executive Hines Securities Inc. has completed a $152 million offering of interests in HGIT 200 Park Place DST, a Delaware Statutory...
More articles…
Institutions May Deploy Dry Powder for Real Estate Heading into 2023
It sounds counterintuitive to the slowdown in new investment activity seen in recent months, but a new industry survey shows…
U.S. home builder gloom persists, but some hope seen for next year
Confidence among U.S. single-family home builders fell for a record 12th straight month in December as even a scramble…
November 2022 Reported Nontraded REIT Sales Down 2.3% From October
Blue Vault received November 2022 sales totals for eleven nontraded REIT program offerings as of December 16, 2022. Sales reported…
Cherie Fournier: Website Audits
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Cherie Fournier (CEO, Founder Marketing Intent)…
Alise Lucero: Sponsor Consistency is Key
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Alise Lucero (VP, Client Success Marketing Intent) explains…
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