Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.
Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Recent News
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...
Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s
Bluerock Fund Advisor and the Bluerock Total Income+ Real Estate Fund (“Bluerock TI+ Fund,” “Fund,” “TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX), the largest...
Blackstone REIT’s Share Redemptions Story Far From Over
Blackstone REIT’s Share Redemptions Story Far From Over October 18, 2023 | James Sprow | Blue Vault One of the hottest topics in the nontraded REIT space, beginning in...
Advent of Change
Advent of Change: Karen Geiger, co-general manager at SS&C Advent, talks to Lucy Carter about how the company works with its clients and the challenges facing the...
More articles…
FS Credit Real Estate Income Trust to Increase Distribution Rates?
On November 3, an SEC filing stated that FS Credit Real Estate Income Trust Inc., a monthly NAV REIT sponsored by FS Investments…
What Fundraising Woes? PE Giants Are Raking in Cash.
Private equity fundraising on average may be down this year, but the biggest firms, including Blackstone, Apollo, and KKR…
Apollo Funds Complete Acquisition of Tenneco
Tenneco and Apollo (NYSE: APO) today announced that funds managed by Apollo affiliates (the “Apollo Funds”)…
Richard Hillson: 2023 BV Summit-Focused Towards RIAs
In this video clip, Richard Hillson (Hillson Consulting) invites you to join him at the 2023 Blue Vault Bowman Summit…
Carter Funds Expands Sales Distribution Team
Carter Funds, a full-service commercial real estate acquisition and investment fund management firm, today announced the expansion…











