Professional Services Perspectives
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Blue Vault Publishes Q4 2024 Full Nontraded BDC Industry Review
Blue Vault published its Q4 2024 Full Nontraded BDC Industry Review. The Review includes data for 24 BDCs and industry summaries of total assets, capital raise, and more.
Ken Carpenter Promoted to President of Madison Capital Group
“Ken has been an integral part of our leadership team as Chief Investment Officer, and I am confident he will guide the company with the same vision, integrity, and energy that have brought us to where we are today,” — Ryan Hanks, Founder and Chief Executive Officer of Madison Capital Group.
Blue Vault: Unparalleled Alts Intel and Insights
Blue Vault prides itself on being the alternative investments “hub” for wealth advisors. That means being an exclusive source of performance metrics and alts knowledge.
Investor Demand for ExchangeRight’s Resilient All-Cash DST Offerings Continues
ExchangeRight fully subscribes its Net-Leased All-Cash 11 DST, offering 5.20% income from net-leased real estate and tax-deferred exit strategies.
Recent News
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in...
Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Advisors Want Alts. Here’s How Broker-Dealers Pick Them November 28, 2022 | Sam Del Rowe | Financial Advisor IQ Broker-dealers are cautiously adding alternative products to...
Vestech Selects Altigo to Power its Alts Program
Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its...
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital November 30, 2022 | ExchangeRight ExchangeRight, one of the...
Schorsch SPAC fails to get off the ground
Schorsch SPAC fails to get off the ground November 17, 2022 | Bruce Kelley | InvestmentNews.com The Nicholas Schorsch-backed SPAC — the leisure...
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest November 28, 2022 | Buck Wargo | WealthManagement.com In an environment of...
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CAIS appoints Head of Data
CAIS appoints Head of Data November 16, 2021 | Hedgeweek Alternative investment platform CAIS has appointed George Davies, PhD, as its new Head of Data. Based in the Company’s New York office, Davies will report to Shane Williams, Chief Technology Officer. “We are...
Is a Bubble Forming In Commercial Real Estate?
John Chang, Senior VP, Director of Research Services for Marcus & Millichap discusses the question, “Is a bubble forming in CRE?”…
How many properties and portfolios of properties are owned by nontraded REITs and classified as “Self Storage” as of June 30, 2021?
How many properties and portfolios of properties are owned by nontraded REITs and classified as “Self Storage” as of June 30, 2021…
ExchangeRight Surpasses $4 Billion in Assets Under Management with All Portfolios Meeting or Exceeding Projections
ExchangeRight and its affiliates have surpassed $4 billion in assets under management with the full subscription of…
Over $1 Billion Transacted on Altigo
Altigo has crossed the $1 billion mark in alternative investments completed on the platform, representing nearly 4,000 alts subscriptions since its…










