Professional Services Perspectives
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Headlines
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Recent News
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-13-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and...
ExchangeRight Achieves 133.18% to 142.47% Total Returns Including Return of Capital with 33rd Full-Cycle Offering
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has successfully brought its 33rd...
NexPoint Announces Co-investment in NexPoint Life Sciences II DST
NexPoint, a multibillion-dollar alternative investment platform, announces it has made an initial investment in NexPoint Life Sciences II DST, a Delaware statutory trust...
Cetera to Buy Tax-Focused Avantax in $1.2B Deal
Cetera to Buy Tax-Focused Avantax in $1.2B Deal September 11, 2023 | Janet Levaux | Think Advisor Cetera Financial Group is buying Avantax, formerly Blucora, in an all-cash...
Visualizing Blackstone REIT’s Recent Capital Raise History
Visualizing Blackstone REIT’s Recent Capital Raise History September 11, 2023 | James Sprow | Blue Vault Beginning in the fourth quarter of 2022, common stock redemptions by...
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...
More articles…
Abby Salameh: Understanding the Needs of the Client
In this video clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Abby Salameh (Chief Marketing Officer, CAIS) addresses…
Which nontraded BDC raised $224.4 million in capital in August 2022?
Which nontraded BDC raised $224.4 million in capital in August 2022? Answer: Blue Owl Capital Inc. (formerly Owl Rock Capital Advisors) raised $224.4 for Owl Rock Core Income Corp. in August...
Leitbox Storage Partners Acquires Self-Storage Facility Outside of Atlanta, GA
“The combination of population growth, high visibility and under market rates make it a fantastic opportunity for us to execute our tested and proven business plan…”
Blackstone Private Credit Fund Provides Income Consistency
Blackstone Private Credit Fund (“BCRED”), a non-traded business development company (“BDC”) sponsored by private equity giant Blackstone…
Solar Energy Overview
Solar Energy Overview September 27, 2022 | Marketing Intent Growth in Solar Energy As part of the renewable energy sector, solar investments are essential to reducing carbon emissions, enhancing the reliability, security and resilience of the U.S. power grid and...










