Professional Services Perspectives
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Hard Assets, Low Obsolescence: Leitbox’s Perspective on HALO Investing
Leitbox Storage Partners explores the HALO framework—Hard Assets, Low Obsolescence—and why durability of use matters alongside careful investment underwriting.
Ares Capital Agrees to Acquire MidCap Financial Investment
Ares Capital agreed to acquire MidCap Financial Investment in a transaction with approximately $2.6 billion in enterprise value. Closing is expected in the first half of 2027, subject to approvals and other conditions.
Bluerock Names Keith Lampi CEO of New Tax Solutions Division
Bluerock appointed Keith Lampi to lead its new Tax Solutions division, expanding the firm’s tax-advantaged investment platform for the private wealth channel.
Distributions vs. NAV: What’s Driving Nontraded REIT Total Returns?
Similar nontraded REIT returns can come from different combinations of distributions and NAV changes. Blue Vault examines six Class I examples—and what advisors should investigate beyond the headline result.
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Blackstone Private Credit Fund Urges Investors to Reject Tender Offer at 12.5% NAV Discount
Blackstone Private Credit Fund’s board has unanimously recommended that shareholders reject an unsolicited tender offer from Cox Capital Retail Secondaries Fund I and its...
SEC Proposes Changes That Could Expand Private-Market Access
Blue Vault On September 30, 2026, the Securities and Exchange Commission proposed several changes that could broaden how individual investors access private-market...
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps A comparison of projected and actual distribution rates, including sponsor, property type and equity raised How...
A DST Doesn’t Always End With a Property Sale: What Advisors Should Know About Exit Paths
For investors entering a Delaware statutory trust as part of a 1031 exchange, much of the initial due diligence naturally centers on the property, sponsor, financing,...
Opportunity Zones 2.0 Is Getting Its Map: The Next Phase Begins Now
Opportunity Zones 2.0 is moving from legislation to geography. The initial 90-day period for governors to nominate census tracts for the next generation of Qualified...
The Next Step for Alternatives: Moving Private Markets Inside the Managed Account
Private-market investments are moving closer to the technology advisors already use to manage traditional client portfolios. AssetMark announced September 23 that it has...
More articles…
Blue Owl Technology Income Extends Credit Facility to 2031 and Reduces Commitments
Blue Owl Technology Income Corp. has revised a major source of secured financing, changing its duration, capacity, and expansion provisions.
Blue Owl Credit Income Completes $1 Billion Senior Notes Offering
Blue Owl Credit Income Corp. has completed a sizable capital-markets transaction involving two senior-note maturities.
Now on SEI Access™: ExchangeRight’s Essential Income REIT and REIT Fast-Track DSTs
ExchangeRight has expanded access to two of its real estate investment solutions through SEI Access™. Learn how the platform addition may help wealth advisors streamline access to income-focused and tax-deferred investment options for their clients.
Before You Use a DST: What Do You Know About the Sponsor?
A DST offering may be new, but the sponsor is not. Blue Vault’s closed and full-cycle data can help advisors evaluate distribution history, exit outcomes, equity exposure and, where relevant, the REIT that may sit at the end of a 721 strategy.
How a $1 Billion Joint Venture Can Help a Nontraded REIT Unlock Capital Without Selling the Portfolio
Starwood’s latest transaction demonstrates how a nontraded REIT can tap the value of its real estate portfolio without simply putting properties up for sale.
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