Professional Services Perspectives
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Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
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Recent News
Tim Witt: Outlook for Exit
In this video clip from the panel webinar, A DST Market Update, Tim Witt (president, Peachtree PC Investors), explains the importance of looking at the 5-10 year outlook for...
Tim Witt: Newer Sponsors
In this video clip from the panel webinar, A DST Market Update, Tim Witt (president, Peachtree PC Investors) discusses some of the key questions to ask newer sponsors...
Taylor Garrett: Dive Into Due Diligence
In this video clip from the panel webinar, A DST Market Update, Taylor Garrett (president, Orchard Securities), explains the importance of due diligence when evaluating...
Taylor Garrett: Not Looking for Home Runs
In this video clip from the panel webinar, A DST Market Update, Taylor Garrett (president, Orchard Securities), describes the qualities they look for in a...
Taylor Garrett: A Lagging Indicator
In this video clip from the panel webinar, A DST Market Update, Taylor Garrett (President, Orchard Securities) describes DSTs as a lagging indicator of the CRE...
STR: U.S. hotel results for week ending 22 October
STR: U.S. hotel results for week ending 22 October November 2, 2022 | HospitalityNet U.S. hotel performance decreased slightly from the previous week but showed improved...
More articles…
There is a Severe Shortage of Rental Housing at Every Price Point Now
Apartment vacancies hit another historic low in September, declining to 2.7% for a fourth consecutive month of record-breaking lows…
InvenTrust Properties Corp. Announces Listing of its Common Stock on the NYSE and Ringing of the Closing Bell
InvenTrust Properties Corp. (NYSE: IVT) (“InvenTrust” or the “Company”) announced today that its shares of common stock have been listed…
September 2021 Nontraded REIT Sales Remain Strong
Blue Vault received September sales totals for nine nontraded REIT program offerings as of October 10, 2021. Sales reported by those nine NTRs…
JLL Income Property Trust Acquires Two Life Sciences Properties in Durham, North Carolina
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than $5.1 billion…
InvenTrust Properties Corp. Launches Tender Offer for Up to $100 Million of its Common Stock
InvenTrust Properties Corp. (“InvenTrust” or the “Company”) announced today that it is commencing a modified “Dutch Auction”…
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