Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
Collaboration supports enterprise efficiency, scalability, and sustainable growth.
Capital Square Launches All-Cash DST Offering of 100% Occupied Build-for-Rent Active-Adult Living Portfolio in Texas
Investors will receive ownership interests in two boutique build-for-rent active-adult living communities located in McKinney, a suburb of Dallas, and Waco, Texas.
NexPoint Launches First Marina DST Offering
The offering is backed by two established, full‑service marina properties: Eufaula Cove Marina in Eufaula, Oklahoma, and Grafton Harbor in Grafton, Illinois.
All ExchangeRight Offerings Meet or Exceed Projections in 2025
All of the company’s offerings have met or exceeded distribution projections, with no loss of capital or disruptions to monthly distributions.
Recent News
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
CAIS Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisors surveyed in the fourth annual study...
Everything Everywhere All At Once – Now Tokenized
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Wall Street built the old rules of alternative investing. Blockchain is...
In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
Answer: In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc.’s share Class I distribution rate was 4.40%, besting its rate from Q4 2024 through Q2...
Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
The Inland Real Estate Group, LLC The Inland Real Estate Group, LLC, (“Inland”) is pleased to announce that Dan Wagner, senior vice president – government relations, has...
Retirement Plans: The Next Big Move for Alts
Marketing Intent There’s a new opportunity on the horizon that’s stirring up excitement in the world of retirement plans and it’s one that alternative investment firms can’t...
Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during the third quarter of 2025?
Answer: Based on the nontraded BDCs tracked by Blue Vault, Blackstone Private Credit Fund and Blue Owl Credit Income Corp. were the fundraising leaders in Q3 2025,...
More articles…
Based on the offerings tracked by Blue Vault, what was the average distribution rate for interval funds in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Hotel Management Portfolio with Six New Properties
Peachtree Group’s hospitality management division manages hotels across leading brands and markets nationwide.
Brookfield and Angel Oak Complete Strategic Partnership Transaction
The partnership will accelerate Angel Oak’s growth while reinforcing Brookfield’s strategy of combining best-in-class credit managers alongside its direct investment capabilities.
SEI Announces Strategic Partnership with Graphene
SEI wealth platform to drive growth for U.K. wealth infrastructure provider.
Demand for Private Real Estate Indexing Surges as Advisers Seek Diversification Amid High Equity Market Valuations
Accordant ODCE Index Fund sees strong adoption as advisers turn to institutional private real estate for inflation protection and stability.











