Professional Services Perspectives
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Blue Vault Q1 2025 Nontraded BDC Performance Report Update 5-29-2025
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty-two Q1 2025 reports are now available for members.
ExchangeRight’s First Essential Income DST Offering Fully Subscribed, Enabling Accelerated REIT Access
“We launched the Essential Income DST platform to provide investors with new accelerated access to ExchangeRight’s Essential Income REIT, which is designed to provide investors with increased diversification, enhanced liquidity, and long-term growth potential.” — Joshua Ungerecht, a managing partner at ExchangeRight.
Eagle Point Credit Company Inc. Announces First Quarter 2025 Financial Results and Declares Third Quarter 2025 Common and Preferred Distributions
“The Company had a solid start to the year, deploying nearly $200 million into new investments with compelling risk-adjusted returns.” — Thomas P. Majewski, Chief Executive Officer.
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
Recent News
Notes from the CEO: Perspective on the recent banking industry news
Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and...
SmartStop Self Storage Wins Reputation’s 800 Award for Second Consecutive Year
SmartStop Self Storage Wins Reputation’s 800 Award for Second Consecutive Year March 16, 2023 | SmartStop Self Storage REIT, Inc. SmartStop Self Storage REIT, Inc....
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the...
US REIT direct exposure to Silicon Valley Bank fairly limited
US REIT direct exposure to Silicon Valley Bank fairly limited March 14, 2023 | Chris Hudgins | S&P Global Market Intelligence U.S. equity real estate investment trusts...
Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio
Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio March 15, 2023 | KKR At KKR we still firmly believe that we have entered a different macroeconomic...
The Demise of Silicon Valley Bank
The Demise of Silicon Valley Bank March 10, 2023 | Marc Rubinstein | Net Interest “When you’re not working, what do you do to de-stress?” That was the last question...
More articles…
Hate To Burst Your Bubble, But No One Really Knows What 5% Mortgage Rates Will Mean For Real Estate
Hate To Burst Your Bubble, But No One Really Knows What 5% Mortgage Rates Will Mean For Real Estate April 19, 2022 | Dees Stribling |Bisnow In mid-April, average mortgage rates surpassed 5% for the first time in about a decade — and they are expected to...
Sealy & Company Adds 191,845 Square Feet of Newly Constructed Class A Industrial Space to Holdings in Oklahoma City, Oklahoma
“Sealy’s history in the OKC market has produced deep relationships and market knowledge which were contributing factors to the transaction’s success.”
Is Owning A House Enough Real Estate?
This is a question we hear a lot. For many people, their house is their single biggest investment, especially in California where…
The Potential Opportunity in Market Volatility
The Potential Opportunity in Market Volatility April 6, 2022 | Nic Millikan | CAIS For the past decade, we’ve experienced an environment that many consider to be of low inflation and easy monetary policy, while the domestic stock markets recorded the longest bull...
Bond & Equity Markets Appear to Have Divergent Views on the Impact of Inflation
Bond & Equity Markets Appear to Have Divergent Views on the Impact of Inflation April 18, 2022 | Nic Millikan | CAIS When the Consumer Price Index of inflation for March came in this month at 8.5%, it not only hit another four-decade high, but it again exceeded...








