Professional Services Perspectives
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iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds
iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.
ExchangeRight Appoints Bryan Yvon as Senior Vice President of the Southeast Region
In this role, Yvon will serve financial advisors and representatives across Florida, Georgia, Tennessee, Alabama, Mississippi, and Puerto Rico.
The Opportunity in Regulatory Capital Relief at Eagle Point
We believe the RCR market will continue to grow, driven by evolving market dynamics and regulatory
landscapes.
Why Your Pitch Deck Fails
The pitch deck’s role is to spark interest and build confidence—not to close the deal outright. Leave space for curiosity.
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Recent News
Transfer Agent Case Study: Switching to a New Provider
Transfer Agent Case Study: Switching to a New Provider August 24, 2023 | David Fisher | Phoenix American There is nothing more frustrating than an underperforming transfer...
A Curious Look at Commercial Real Estate Cap Rates
A Curious Look at Commercial Real Estate Cap Rates August 30, 2023 | James Sprow | Blue Vault In this article we ask the question, “Which came first, the market value or the...
How Interest Rate Caps and Swaps Are Used by Non-Traded REITs
How Interest Rate Caps and Swaps Are Used by Non-Traded REITs August 29, 2023 | James Sprow | Blue Vault Non-traded REITs utilize different types of financial contracts to...
US Hotel Metrics Edge Lower in Week Ended August 12
US Hotel Metrics Edge Lower in Week Ended August 12 August 17, 2023 | Muhammad Hammad Asif | S&P Global Market Intelligence US hotel performance declined during the week...
Blue Vault Begins Publishing Q2 2023 Performance Reports
Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the...
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023?
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023? Answer: The fund’s annualized distribution...
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Gladstone Commercial Provides a Business Update
Gladstone Commercial Corporation (Nasdaq:GOOD) (“we” or “Gladstone Commercial”) is a real estate investment trust (“REIT”) focused on acquiring…
SmartStop Founder and CEO H. Michael Schwartz to Keynote the Canadian Self Storage Association’s 17th Annual Eastern Canadian Conference in Toronto
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company…
CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations
CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations October 4, 2022 | Diana Britton | WealthManagement.com Alex Cavalieri, the co-founder and former head of strategy at Advisor I/O (formerly Seven Group), has left the financial advisor...
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally October 4, 2022 | iCapital® Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform...
Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022?
Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022? Answer: Bluerock Residential Growth REIT (“BRG”) will merge with an affiliate of Blackstone Inc. The merger...
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