Professional Services Perspectives
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Q2 2025 Blue Vault Nontraded BDC Performance Report Update
Twenty-four Q2 2025 Nontraded BDC reports are now available for members. Blue Vault’s Individual Performance Pages help you track performance.
RIA Email Marketing That Misses
Every email should serve a purpose in the journey toward building a relationship, not just securing a transaction.
Nephila Capital Selects SEI as a Global Strategic Partner
Global operational footprint and technology capabilities enable scale and power growth.
John Hancock Closed-End Funds Declare Quarterly Distributions
Quarterly distributions were announced for the John Hancock Diversified Income Fund and for the John Hancock Financial Opportunities Fund.
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AltsDay 2023 Registration Now Open
Join us for a one-day virtual educational event focused on the alternative investments market. This rapidly growing investment option typically has low correlation to...
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-11-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following...
Private Debt Exceeds Investor Expectations; RE Debt Funds Target ‘huge void’
Private Debt Exceeds Investor Expectations; RE Debt Funds Target ‘huge void’ August 25, 2023 | Claire Wilson | S&P Global Market Intelligence Of all...
Adding Value To Your Webinars
Adding Value To Your Webinars September 7, 2023 | Marketing Intent Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors....
Third-Party Information Is Invaluable
Third-Party Information Is Invaluable August 31, 2023 | Marketing Intent Financial advisors love getting third-party information from asset managers. This is what we’ve...
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has fully subscribed its Net-Leased...
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Blue Vault Fee Study: Executive Summary
There were 16 effective Open Nontraded REIT offerings as of June 30, 2022. Of those, 14 were perpetual-life REITs, one was a continuous offering, selling daily or monthly NAV products, and one was life-cycle REIT.
What is the newest nontraded REIT program?
What is the newest nontraded REIT program? Answer: J. P. Morgan Real Estate Income Trust,...
Hartman Short Term Income Properties XX, Inc. Names Allen R. Hartman Executive Chairman; Mark Torok Named Chief Executive Officer
Hartman Short Term Income Properties XX, Inc. Names Allen R. Hartman Executive Chairman; Mark Torok Named Chief Executive Officer October 18, 2022 | Hartman Income REIT Allen R. Hartman ...
The Importance Of Communication
The Importance Of Communication October 18, 2022 | Marketing Intent Everybody understands the importance of communication in projects, in your day-to-day, in work life and in everything that you do. But sometimes the effectiveness of our communication gets lost in the...
ExchangeRight Completes $219 Million DST Full Subscription
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased…
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