Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Emma Skedgel Joins SEI’s Defined Contribution Team
Appointment reinforces commitment to client service, better member outcomes.
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Why Choose a REIT Over Other Investment Vehicles?
As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and long-term wealth protection.
Stay informed about alts
Subscribe to our free emails
Recent News
Jefferson Monrovia Station Brochure
Sorry, but you do not have permission to view this content.
Rethinking Marketing To Advisors: A Tailored Approach
Marketing Intent In the competitive landscape of alternative investments, are you marketing to all advisors with a one-size-fits-all approach? If yes, it’s time to rethink...
Cantor Fitzgerald and Harbor Group International Expand Relationship with Joint Venture to Acquire Westchester Multifamily Community
Cantor Fitzgerald A joint venture between affiliates of Cantor Fitzgerald L.P. (“Cantor Fitzgerald”), a globally recognized financial services and real estate...
ExchangeRight’s Geoff Flahardy Promoted to President of Strategic Relations
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that Geoff Flahardy has been promoted...
LODAS Markets Cuts Trading Fees for NAV REITs, Executes BREIT Trade Just 4.5% below NAV
LODAS Markets LODAS Markets, operator of the fourth-largest alternative trading system (ATS) in the U.S., announced reduced fees to trade NAV REITs* on the LODAS...
Gold Leaf Farming , A Unique Investment Opportunity
James Sprow | Blue Vault Blue Vault hosted a very interesting webinar with the co-founders of Gold Leaf Farming, Brandon Rebiero and Jack McCarthy, along with Josh...
More articles…
Vestech Selects Altigo to Power its Alts Program
Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its one-stop technology solution to streamline and de-risk its alternative investment program. The...
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has successfully brought its 31st offering full cycle out of a total of 83 offerings launched…
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...
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
