Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Recent News
US Hotel Occupancy Up Sequentially, Down YOY in Week Ending June 10
US Hotel Occupancy Up Sequentially, Down YOY in Week Ending June 10 June 15, 2023 | Muhammad Hammad Asif | S&P Global Market Intelligence US hotel performance improved...
How REITs Hedge Variable Rate Debt
How REITs Hedge Variable Rate Debt June 15, 2023 | James Sprow | Blue Vault With the rise in interest rates since March 2022 when the Federal Reserve first began...
Q1 2023 Published Reports as of June 19
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 19 Nontraded REIT (newly published performance reports are in bold font) Apollo Realty Income...
StratCap Hires Bill Wolfe as Regional Vice President for its Northeast Territory
StratCap Securities, LLC (“StratCap”), a foremost wholesale distributor of alternative investment offerings, has announced the hiring of Bill Wolfe as Regional Vice...
Looking Ahead: REIT Valuations Signal Lower Private Asset Values Are Coming
Looking Ahead: REIT Valuations Signal Lower Private Asset Values Are Coming June 14, 2023 | Barbara Ballinger | Globest In a recent analysis by CBRE, one conclusion reached...
US Producer Inflation Subsides as Energy, Food Prices Drop
US Producer Inflation Subsides as Energy, Food Prices Drop June 14, 2023 | Lucia Mutikani | Reuters U.S. producer prices fell more than expected in May as the costs of...
More articles…
The Housing Shortage Is Going to Get Worse
The Federal Reserve’s increase in its overnight rate for the third time this year in mid-June led to an increase in the average rate…
Independence Day Message from Blue Vault
July 1, 2022 Blue Vault offices will close at 1pm on Friday, July 1st in observance of Independence Day and reopen with normal business hours on Tuesday, July 5th. Have a safe Independence Day...
Total Assets for Open Nontraded REIT Programs at $150 Billion
Total Assets for Open Nontraded REIT Programs at $150 Billion July 1, 2022 As of March 31, 2022, the total assets owned by those perpetual nontraded REIT programs that are raising equity capital approached $150 billion ($149.96 billion), up from $137.9 billion as of...
Research Brief: Housing
Prospective buyers deterred by decade-high mortgage rates. The Fed increased its overnight rate for a third time this…
Total Assets for Open Nontraded REIT Programs at $150 Billion
As of March 31, 2022, the total assets owned by those perpetual nontraded REIT programs that are raising equity capital…










