Professional Services Perspectives
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Headlines
AI’s $500 Billion Capital Need Is Creating a New Private Markets Opportunity
Six of the world’s largest financial firms are joining NVIDIA in an ambitious financing effort that could reshape how investors gain exposure to the AI boom.
When Pension Money Seeds a Wealth-Channel Fund, Advisors Should Take Notice
A significant pension commitment to an interval fund headed for major wealth platforms highlights an interesting convergence between institutional and individual-investor alternatives.
Tender Offer Funds Are Opening Another Door to Institutional Hedge Fund Strategies
A new advisory partnership is bringing an institutional hedge fund strategy further into the wealth channel through a structure advisors are seeing more often.
Private Infrastructure Moves Further Into the Wealth Channel
Another traditionally institutional asset class is making its way into wealth portfolios, and a newly launched interval fund illustrates how that transition is occurring.
Recent News
Capital Square Successfully Completes Three DST Offerings Totaling $396 Million*
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, announced today that...
AI Is Power Hungry: Invest Now In Energy And Infrastructure
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group AI, data centers, and infrastructure, do you have them in your...
Eagle Point Holds Final Close on its Defensive Income Fund III, Exceeding its Original Hard Cap
Eagle Point Eagle Point Credit Management LLC (“Eagle Point”), an innovative private credit investment manager, today announced that it has closed on $559 million in...
The Essential Income REIT Achieves 10.42% Tax-Equivalent Yield on 2025 Distributions
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, is pleased to announce that the Essential Income...
Griffin Capital Fully-Subscribes $37 Million Multifamily DST in Gonzales, Louisiana
Griffin Capital Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, announced that Griffin Capital (Heritage – Gonzales, LA)...
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
SEI SEI®(NASDAQ: SEIC) today announced it has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates,...
More articles…
Inland & Devon Announce Completion of New Class-A Self-Storage Redevelopment in New Jersey
The Camden redevelopment marks the 19th Inland Investments-Devon project delivered on behalf of investors in private offerings comprised of self-storage assets in diverse markets throughout the nation.
Concorde Promotes Sydney Hockaday to Managing Director of Marketing
Prior to her tenure at Concorde, Hockaday served as vice president of marketing at Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments.
Madison Capital Group Names Matt McCoy President of Madison Commercial
McCoy brings more than 25 years of real estate capital markets experience spanning more than $15 billion in equity, debt and advisory transactions.
Inland Investments Expands Advisor Support Through SEI Access Platform
Since inception, Inland Investments and its affiliates have completed 661 real estate investment programs serving more than 490,000 investors across all commercial real estate sectors.
Based on the open and active nontraded BDCs tracked by Blue Vault, which offering had the highest, or least optimal, YTD 2025 net investment income payout ratio as of June 30, 2025?
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