Professional Services Perspectives
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A Call for Choice in Real Estate Exchange Strategies
Matthew Fries, CEO & President of Inland Real Estate Investment Corporation, explains why traditional 1031 DSTs and strategies with a potential future 721 exchange should be evaluated against each investor’s objectives.
Blue Vault Partners With FLX Networks to Expand Access to Alternatives Intelligence
Blue Vault’s partnership with FLX Networks will bring independent alternatives intelligence to FLX Analytics, expanding access to data that supports market research, investment comparisons, and business planning.
Leitbox Announces Fund Targeting Storage and Industrial Real Estate
Leitbox Storage Partners announced a fund extending its storage strategy into industrial outdoor storage, contractor yards, and industrial flex. The announcement gives advisors a concrete application of the firm’s HALO framework to evaluate.
ExchangeRight Details 721 Structure of Dow Campus Acquisition
ExchangeRight’s Essential Income REIT acquired the Dow Texas Innovation Center through a 721 exchange with Brixton Capital. The transaction highlights how property contributions, financing, and operating partnership units shape acquisition economics.
Recent News
Mount Logan Plans to Become Adviser to AFA Asset Based Lending Fund
Mount Logan Capital announced that its subsidiary, Mount Logan Management, has entered into an agreement to become investment adviser to the AFA Asset Based Lending Fund, an...
Where Is REIT Capital Going and How Are Those Funds Performing?
The nontraded REITs attracting the most capital are not always the ones reporting the highest historical returns. Comparing both measures gives advisors a clearer starting...
Nontraded BDC Redemption Requests Ease but Remain Above Quarterly Limits
Redemption requests among perpetual-life nontraded business development companies (BDCs) declined in the third quarter of 2026 but remained elevated, according to findings...
ExchangeRight REIT Expands Portfolio Through Sponsor DST Transactions
ExchangeRight Essential Income REIT has reportedly acquired two additional Delaware Statutory Trust (DST) portfolios previously offered by its sponsor. The transactions...
11 DST Sponsors Providing Historical Performance Data
Recognizing the value of historical closed and full-cycle DST reporting. When evaluating a DST offering, advisors examine projected distributions, financing, the property,...
CAZ Launches a Growth-Focused GP Stakes Interval Fund
CAZ Investments announced the launch of the CAZ GP Stakes Growth Fund on October 5, 2026. The registered interval fund is designed to provide exposure to the long-term...
More articles…
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps
Blue Vault compares the 10 largest reported distribution-rate gaps among closed DST offerings with nonzero rates. The ranking includes above- and below-projection results, sponsor names, property types and equity raised.
A DST Doesn’t Always End With a Property Sale: What Advisors Should Know About Exit Paths
New research into hundreds of DST outcomes shows why advisors may want to ask more questions about an investment’s eventual exit before clients enter it.
Opportunity Zones 2.0 Is Getting Its Map: The Next Phase Begins Now
The first pieces of the QOZ 2.0 investment map are falling into place, shifting attention from new rules to where the next opportunities may emerge.
The Next Step for Alternatives: Moving Private Markets Inside the Managed Account
A recent platform expansion illustrates how private markets are beginning to move from a separate alternatives workflow into the technology advisors use every day.
Ares Strategic Income Fund Limits Third-Quarter Repurchases as Requests Reach 11.6%
Ares Strategic Income Fund has reported elevated demand during its latest quarterly liquidity window. The fund’s update details the investor groups behind most of the requests and provides new portfolio-quality figures.










