Professional Services Perspectives
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Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
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Recent News
Allianz Guaranteed Income Product Will Be Available with SS&C
Allianz Guaranteed Income Product Will Be Available with SS&C May 24, 2023 | SS&C SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it will be...
Marketing Intent: Utilizing All Marketing Platforms
Marketing Intent: Utilizing All Marketing Platforms May 30, 2023 | Marketing Intent Have you seen that meme where it says, “You’re not my friend if I’m not tweeting you,...
US REIT same-store net operating income growth slowed in Q1
US REIT same-store net operating income growth slowed in Q1 May 25, 2023 | Ronamil Portes | S&P Global Market Intelligence Publicly traded US equity real estate...
ShopOne and its JV Partners Enter Massachusetts with Acquisition of Stop & Shop-Anchored Shopping Center Heritage Park Plaza in East Longmeadow
ShopOne and its JV Partners Enter Massachusetts with Acquisition of Stop & Shop-Anchored Shopping Center Heritage Park Plaza in East Longmeadow May 25, 2023 | ShopOne...
Gladstone Land Corporation Announces Nasdaq Listing of Series C Preferred Stock
Gladstone Land Corporation (Nasdaq:LAND) (“Gladstone Land” or the “Company”) today announced that it has applied to list its 6.00% Series C Preferred...
Hotel REITs’ Q1 earnings roughly in line with previous quarter
Hotel REITs’ Q1 earnings roughly in line with previous quarter May 25, 2023 | Chris Hudgins | S&P Global Market Intelligence Earnings metrics for US hotel...
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Kevin Best on Client Relationships
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times…
CNB Custody: Alternative Asset Custody: Solutions To Your Biggest Issues
Blue Vault research subscribers can watch CNB Custody’s Blue Vault Bowman Alts Week 2022 presentation, featuring Michelle Thomas (Vice President, Marketing & Business Development).
Opportunity in Energy Corridor and Texas
The latest edition of THE RALPH BIVINS PROJECT podcast features an interview with Al Hartman of the Hartman family of non-traded…
iCapital: An Overview of Structured Products
An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined investment outcome, gain exposure to an asset class, or hedge existing positions. Read White...
Headroom in Tech Budgets Offers Long-term Upside for Private Capital
Headroom in Tech Budgets Offers Long-term Upside for Private Capital June 13, 2022 | iCapital Key takeaways from this white paper: • Current valuations for tech providers may seem high, but the headroom for increases in corporate tech expenditures suggests that...
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