Professional Services Perspectives
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What is the difference between mutual funds and interval funds?
Answer: Mutual funds require daily liquidity, while interval funds can hold private credit or private equity, offering investors higher returns without daily redemption pressure.
Jackie Wilke’s Post-Takeover Update
“Join me at Alts Summit 2025 to discuss exactly how elite professionals are getting 2030 ready with their marketing.” — Jackie Wilke
Capitalizing on Data Center Expansion: The Evolving Risk Profile
Corporate and private investors are increasingly capitalizing on demand for AI services by investing in data centers.
Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Recent News
The Credit Face-Off: Do Leveraged Loans, High Yield Bonds, or Private Debt Offer the Best Value?
The Credit Face-Off: Do Leveraged Loans, High Yield Bonds, or Private Debt Offer the Best Value? October 25, 2022 | Anastasia Amoroso | iCapital While leveraged loans have...
Demand for Industrial Space Is Slowing Down. But It’s Still a Landlord’s Market.
Demand for Industrial Space Is Slowing Down. But It’s Still a Landlord’s Market. October 25, 2022 | Patricia Kirk | WealthManagement.com As U.S., like the rest of the world,...
Data Center Vacancy Hits All-Time Low in Tri-State Area as Demand Grows: Report
Data Center Vacancy Hits All-Time Low in Tri-State Area as Demand Grows: Report October 25, 2022 | Celia Young | Commercial Observer Data servers aren’t just warm to the...
Blackstone’s Kathleen McCarthy Says Real Estate Better Positioned Today for Economic Challenges
Blackstone’s Kathleen McCarthy Says Real Estate Better Positioned Today for Economic Challenges October 26, 2022 | Sarah Borchersen-Keto | Nareit The real estate sector is...
The Weighted Average Cost of Debt for All Nontraded REITs Jumps in Q2 2022
The Weighted Average Cost of Debt for All Nontraded REITs Jumps in Q2 2022 October 26, 2022 | James Sprow | Blue Vault Using the Blue Vault Database for all Nontraded REITs,...
What percentage of total assets held by nontraded REITs as of June 30, 2022, were held by Blackstone Real Estate Income Trust?
What percentage of total assets held by nontraded REITs as of June 30, 2022, were held by Blackstone Real Estate Income Trust? Answer: 56.4% of all NTR assets were held by...
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SEC Committee Recommends Expanded Access to Private Investments
The Securities and Exchange Commission’s Asset Management Advisory Committee has unanimously approved a recommendation to expand retail investor access to private…
Tax Plan’s Limits on Alts in IRAs Wouldn’t Just Hit the Wealthy
A part of the wide-ranging tax package proposed by the House Ways and Means Committee would limit the ability of IRA and retirement account holders to invest…
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in?
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in?
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), today announces the launch of its...
Corey Maple: Legendary’s Unique Strategy
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