Professional Services Perspectives
read the latest content from fintech and other service firms
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The Importance of Consistent Communication in Financial Advisor Relationships
Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.
Blue Vault Performance Page Update
Unlock alts performance data with a Blue Vault membership.
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend
XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration.
John Hancock Closed-End Funds Declare Monthly Distributions
The John Hancock closed-end funds listed below declared their monthly distributions today as follows…
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Recent News
Volatility of REITs Compared to S&P 500
In this clip from the Blue Vault: 2021 Alternative Investment Industry Highlights webinar, James Sprow (Senior VP, Research for Blue Vault) compares the volatility of REITs...
AIX: Technology Adoption vs Impact
Watch AIX’s Blue Vault Bowman Alts Week 2022 presentation, featuring Joe Ujobai (CEO) and Brad West (COO). Alternative Investment Sponsors may be contributing...
Keynote: We ALL Take Care of the Capital (Legendary Capital)
Watch Legendary Capital’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Corey Maple (Chairman & CEO). Alternative Investment Sponsors may...
Complete Q1 2022 Nontraded BDC Industry Review Now Available in PDF Form
Complete Q1 2022 Nontraded BDC Industry Review Now Available in PDF Form In addition to the Individual Performance Pages listed below, the Industry Review includes industry...
Updated! Published Q1 2022 Nontraded REIT and BDC Individual Performance Pages
List of Published Q1 2022 Nontraded REIT and BDC Individual Performance Pages The following Q1 2022 Nontraded REIT and BDC Individual Performance Page PDFs are now available...
What percentage of single-family homes in the U.S. are owned by institutional investors?
What percentage of single-family homes in the U.S. are owned by institutional investors? Answer: Institutional investors own only about 2% of all single-family rentals in...
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Extra Space Storage exceeds expectations in the pandemic-era
For Extra Space Storage, anticipated headwinds from the coronavirus pandemic have shifted to tailwinds…
Bill Robbins: Recent Progress of WealthForge
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Inside the V(ALT), with Ben Aitkenhead of Pacific Oak Capital Advisors
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Clip: Risks of Single Family Rental
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy consider the impact of two factors on the Single Family Rental sector.
Clip: What is Single Family Rental?
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy examine the evolution of the Single Family Rental sector.
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