Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
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.
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
Weekly Alts News Roundup: April 8, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.
Recent News
ExchangeRight Offering Achieves 152.96 to 158.71 Percent Total Returns Including Return of Capital
ExchangeRight Offering Achieves 152.96 to 158.71 Percent Total Returns Including Return of Capital November 1, 2022 | ExchangeRight ExchangeRight, one of the nation’s...
ExchangeRight: Real Estate Investment Trusts (REITs) (subscribing advisors only)
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ExchangeRight: 721 Investing Strategy (subscribing advisors only)
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McLaren Racing Seals Indycar Sponsor
McLaren Racing Seals Indycar Sponsor October 26, 2022 | SIG British motor racing team McLaren Racing has announced that US self-storage company SmartStop will become an...
Gladstone Commercial Announces $12.0 Million Industrial Acquisition in Denver, Colorado
Gladstone Commercial Corporation (Nasdaq:GOOD) (“Gladstone Commercial”) has acquired a 68,674 square foot industrial manufacturing and outdoor storage facility...
Technology Gains and a Growing Market Bring New Importance to Alts
Technology Gains and a Growing Market Bring New Importance to Alts October 24, 2022 | John Rickman | Altigo The following interview with Altigo co-founder Mat Dellorso first...
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Corey Maple: 721 UPREIT Transaction Explained
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Inside The V(ALT), with David Fisher
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Corey Maple: Hotels Recovering
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David Fisher: Congressional Amendment Proposes to Eliminate IRA’s from Holding Real Estate
David Fisher discusses proposed amendments to Section 138312 in this clip from Inside the V(ALT).
David Fisher: The 1031 Exchange – A Driving Economic Force for All Americans
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