Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
Recent News
US Hotel Metrics Rise in Week Ended April 22
US Hotel Metrics Rise in Week Ended April 22 April 28, 2023 | Muhammad Hammad Asif | S&P Market Intelligence US hotel performance was up week over week during the week...
Automation is critical to modernizing the loan market
Automation is critical to modernizing the loan market April 27, 2023 | Steve Sulecki | SS&C With institutional investors allocating to debt funds in growing numbers,...
Self-Storage Assets as a Recession Resistant CRE Sector
Self-Storage Assets as a Recession Resistant CRE Sector April 27, 2023 | James Sprow | Blue Vault Self-storage is a commercial real estate sector that has attractive...
Trend following and the diversification potential of positive skew
Trend following and the diversification potential of positive skew April 26, 2023 | Andrew Snyder | CAIS Investors tend to rely upon well-known risk-adjusted return...
Inflation playbook – Managing through an inflation cycle
Inflation playbook – Managing through an inflation cycle April 26, 2023 | MercerInsight Community Speed read • After the 2021-2022 inflation shock, we enter 2023 with...
Don’t Be Held Hostage By PowerPoint
Don’t Be Held Hostage By PowerPoint April 26, 2023 | Marketing Intent A client we recently worked with was frustrated with their PowerPoint presentations. EVERY SLIDE WAS AN...
More articles…
ExchangeRight Fully Subscribes 26-Property, $134 Million Net-Leased Portfolio
ExchangeRight, one of the nation’s leaders in diversified real estate investments and strategies, has fully subscribed its $134 million Net-Leased Portfolio 52 offering…
High Occupancy, Low Turnover Fuel Single-Family Rental Growth in Q1
Rental rates for new leases and renewals of single-family rental homes owned by real estate investment trusts continued to…
Stormy weather an opportune climate for private equity investment
Stormy weather an opportune climate for private equity investment May 11, 2022 | Anastasia Amoroso| iCapital With the stock market volatile and continuing to slide, and fixed income only selectively offering protection, investors are scrambling for alternatives....
CION Investments, Man Group, and iCapital Partner to Scale Alternative Investing Access
CION Investments, Man Group, and iCapital Partner to Scale Alternative Investing Access May 10, 2022 | CION Investments CION Investments (CION), a leading manager and distributor of alternative investment solutions, and Man Group, a global active asset manager with...
What Blackstone’s REIT Acquisition Spree Is Telling Investors
Blackstone is one of the world’s largest asset managers, and it’s making a big bet on real estate. Here’s why you should care…











