Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Kelly Park Capital has launched PRISM 2.0, a new onboarding platform designed to streamline subscriptions across multiple private market investments.
Expect More Scrutiny of Continuation Vehicles
As continuation vehicles become more common in private markets, advisors should expect increased regulatory scrutiny around valuations, conflicts of interest, and investor disclosures.
InvenTrust Reports Higher FFO as Sun Belt Acquisition Activity Accelerates
InvenTrust’s latest quarterly filings reveal accelerating property-level growth and an active expansion campaign across its Sun Belt markets.
Capital Square Launches $42.95 Million Multifamily DST Near Richmond
Capital Square has introduced a new multifamily DST offering tied to a well-occupied apartment community in one of its most established markets.
Recent News
Structured Investments in 2026
CAIS Explore structured investments in 2026, including key trends, market growth, note structures, and portfolio applications to help advisors navigate income, growth, and...
Are Gaps in Your Pardot Salesforce Integration Creating a Blind Spot for Sales?
Marketing Intent Are you unintentionally creating a blind spot for your sales team? If your firm is using Pardot and Salesforce, but advisor engagement is not flowing...
Capital Square’s The Nickel Hotel Wins 2026 CoStar Impact Award for Charleston Commercial Development of the Year
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, announced today that...
Blue Vault Q4 2025 Nontraded REIT Performance Reports Update
Blue Vault released additional Nontraded REIT Individual Performance Report pages today. Reports released since the April 10th announcement are in bold font. Orange font...
Bluerock Homes Trust (BHM) Announces Second Quarter Dividends on Series A Preferred Stock and Series B Preferred Stock
Bluerock Bluerock Homes Trust, Inc. (NYSE American: BHM) (the “Company”) today announced that its Board of Directors has authorized and the Company has declared...
SEI Launches Digital Onboarding Solution for Collective Investment Trusts
SEI SEI® (NASDAQ:SEIC) today announced the launch of SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust (CIT) onboarding experience that...
More articles…
SEI Reports Fourth-Quarter 2025 Financial Results
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
As of September 30, 2025, which nontraded REIT tracked by Blue Vault had the most assets under management?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
Many DST investors chose to retain this high-performing property and obtain other REIT benefits by participating in the UPREIT transaction.
Tender Offer Fund Assets, Fundraising on the Rise in 2025
The tender offer fund industry had $100.7 billion in assets under management as of October 31, 2025.
CIM Group White Paper: Out of Distress Comes Opportunity: The Return to Office Credit
The U.S. office market is signaling a recovery — and expanded opportunities for investors.










