Professional Services Perspectives
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ExchangeRight Welcomes Matthew Ferguson as Senior Vice President of 1031 and 721 Solutions
Ferguson brings over 15 years of experience in real estate, and over a decade in the alternative investment industry.
Blue Vault Begins Publishing Q4 2025 Nontraded REIT Performance Reports
Turn Alternative Investment Data is Better Decisions with the Blue Vault Portal.
Blue Vault Publishes All Q4 2025 Nontraded BDC Individual Performance Reports
Blue Vault completes publication of all twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Wealth advisors are looking for signals that your firm is credible, current, and professional. And whether you realize it or not, your website is making that case immediately.
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Recent News
Reaching Women and Gen Z Investors During the Great Wealth Transfer
Marketing Intent We’ve been hearing about the great generational wealth transfer for what feels like more than a decade. Yet what once sounded like a distant milestone is no...
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Monroe Capital Monroe Capital LLC announced it acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the acquisitions of...
SEI Drives Sustained Momentum Across Global Wealth Management Markets
SEI As digital transformation and operational efficiency are driving banks and other financial services firms to reassess their technology stacks,1 SEI® (NASDAQ:SEIC)...
NexPoint Fully Subscribes $28 Million Lodging I DST
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced that it has fully subscribed its NexPoint Lodging I DST, a $28 million Delaware...
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Blue Vault has published 35 Nontraded REIT and 23* Nontraded BDC Individual Performance Pages (IPPs) for Q3 2025. The complete Industry Reviews will be published in the...
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
Eagle Point Credit Management LLC Eagle Point Credit Management LLC (“Eagle Point”), a private credit investment manager, announced today the addition of Greg Lindsey as...
More articles…
What was the median distribution rate for all nontraded REITs in Q2 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Marketing and Sales: Bridging the Gap
When marketing and sales are in sync, the results speak for themselves.
Sanjay Sharma to Lead SEI’s International Business
Continued business evolution underlines strategic focus on accelerating international growth.
How many new nontraded BDCs have launched so far this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
ExchangeRight’s $41 Million All-Cash 12 DST Fully Subscribed, Fueling Essential Income REIT Pipeline
Net-Leased All-Cash 12 DST is a closed offering and is not accepting new investors.
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