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.
Recent News
Q1 2023
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‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases
‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases July 24, 2023 | Miriam Hall | Bisnow...
New REITs Proliferate in Anticipation of Further Decline in Property Values
New REITs Proliferate in Anticipation of Further Decline in Property Values July 23, 2023 | Mark Heschmeyer | CoStar News Four major investment firms have taken steps...
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15 July 20, 2023 | Muhammad Hammad Asif | S&P Market Intelligence US hotel performance improved in all three...
Nate Oltmans: Alts Challenges in 2023
In this Blue Vault Minute, Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) gives an advisor’s perspective on the challenges facing alternatives...
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share June 30, 2023 | Alternatives Watch We recently caught up with Alliance 160’s Amanda...
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What has happened to the share of commercial real estate investment by dollar volume that has gone to Secondary/Tertiary markets in the U.S. through Q1 2022?
What has happened to the share of commercial real estate investment by dollar volume that has gone to Secondary/Tertiary markets in the U.S. through Q1 2022? Answer: 58.0% of capital allocations in commercial real estate in Q1 2022 has gone to Secondary/Tertiary...
Net Lease Real Estate vs Inflation and Interest Rates
In recent months, interest rates have risen, inflation has spiked, and the economic outlook has clouded. Naturally real…
Gladstone Commercial Corporation Acquired 246,000 SF, Two4-Property Industrial Portfolio
Gladstone Commercial Corporation (Nasdaq GS:GOOD) acquired a 246,000 square foot, two-property industrial…
7 New Nontraded Tender Offer (CEF) Fund Individual Performance Pages Published
7 New Nontraded Tender Offer (Closed-End) Fund Individual Performance Pages Published • BlackRock Private Investments Fund March 31, 2022 • Conversus StepStone Private Markets March 31, 2022 • Delaware Wilshire Private Markets Master Fund March 31, 2022 • FlowStone...
Sila Realty Trust, Inc. Acquires Escondido Inpatient Rehabilitation Facility from Harrison Street for $63.4 Million
Sila Realty Trust, Inc., a public, non-traded real estate investment trust focused on investing in high quality…











