Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Private Credit’s Next Due-Diligence Question: How Are the Loans Being Valued?
Private credit’s liquidity challenges have received plenty of attention, but another closely related issue is moving higher on the due diligence checklist.
DST Fundraising Is Surging in 2026. What Is Driving Investor Demand?
DST fundraising is gathering momentum in 2026, and the latest numbers suggest investor interest may be entering a new phase.
Pender Real Estate Credit Fund Seeks Approval for American Beacon Management Transition
Pender Real Estate Credit Fund shareholders will soon vote on a package of proposals that could reshape the interval fund’s oversight and support structure while maintaining continuity in portfolio management. The proxy statement outlines what would change—and what would remain the same.
Redwood Private Real Estate Debt Fund Moves to Broaden Investment Policy
Redwood Private Real Estate Debt Fund is preparing to revise a core investment policy, but the change is tied to a forthcoming liquidity window and an important investor-response condition. The details could meaningfully affect how the interval fund deploys capital.
Recent News
Cove Capital Investments Completes Acquisition of a 64,607-Square-Foot Corporate Headquarters Building in Southfield, Michigan to Finalize the Formation of Its Southfield Corporate 118 DST
Cove Capital Cove Capital Investments, LLC, a national real estate investment sponsor firm that specializes in debt-free 1031 exchange Delaware Statutory Trust (DST)...
SEC Risk Alert Puts Advisor Compensation and Product Conflicts Back in Focus
The SEC’s Division of Examinations is calling renewed attention to economic incentives that may influence the advice investors receive. In a June 2026 Risk Alert, the...
As Alternatives Become Mainstream, Advisors Face a New Scaling Challenge
Alternative investments have moved well beyond the margins of wealth management portfolios. According to the fourth annual CAIS–Mercer Alternative Investment Survey, nine in...
Alts Tech Continues to Evolve as Platforms Simplify Alternative Investment Workflows
Technology providers serving financial advisors are continuing to streamline how alternative investments fit into everyday portfolio management. One of the latest...
Apollo Pushes Daily Pricing as Private Credit Moves Closer to the Mainstream
Private credit has long appealed to investors seeking income and diversification, but limited pricing transparency has remained a hurdle for many financial advisors. Apollo...
StratCap Digital Infrastructure REIT Announces Executive Leadership Changes
StratCap Digital Infrastructure REIT, Inc. has announced changes to its executive leadership team, according to a Form 8-K filed with the Securities and Exchange Commission...
More articles…
Greenbacker Details Why MN8 Acquisition Price Differs from Reported NAV
Greenbacker says its reported NAV and the pending acquisition price measure different aspects of the business, explaining the gap between the two valuations.
The End of Blind Faith: The New Fundraising Reality Below the Mega Managers
Blind faith is no longer a fundraising strategy. Transparency, alignment, and a defined path to liquidity are. The sponsors who understand that are already competing on it. Leitbox intends to keep doing storage differently.
T. Rowe Price Goldman Sachs Private Markets Fund Debuts
T. Rowe Price and Goldman Sachs Asset Management have launched a new interval fund designed to provide investors with diversified access to private markets through a single professionally managed portfolio.
ExchangeRight Fully Subscribes $15.38 Million Essential Income 8 DST as Investors Seek Defined Path to the Essential Income REIT
After approximately two years, Essential Income 8 DST is structured to provide investors a tax-deferred exit via 721 exchange into the Essential Income REIT
Three Industry Leaders Expand Retail Access to Private Markets
Vanguard, Blackstone, and Wellington have introduced new interval and tender offer funds, highlighting the continued expansion of private market access for wealth advisors.











