Professional Services Perspectives
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BREIT Exits Self-Storage, Invests $3.3 Billion in Data Centers
BREIT continued reshaping its real estate portfolio in the second quarter, exiting self-storage while committing billions to data center development as Blackstone increases its exposure to AI-driven infrastructure demand.
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
The recent acquisition highlights a fully leased corporate headquarters asset to Cove Capital’s growing portfolio of debt-free Delaware Statutory Trust offerings.
SEC Risk Alert Puts Advisor Compensation and Product Conflicts Back in Focus
A recent SEC Risk Alert shows where compensation arrangements, product selection and routine billing practices can create compliance problems for advisory firms.
As Alternatives Become Mainstream, Advisors Face a New Scaling Challenge
As alternatives become a larger part of client portfolios, advisors are confronting challenges that extend well beyond selecting individual funds.
Recent News
ExchangeRight Adds Mollie Boyce as Senior Vice President of National Accounts
ExchangeRight ExchangeRight has announced the addition of Mollie Boyce as senior vice president of national accounts, expanding the company’s Distribution team. In this...
Moneyball Meets Wall Street: Opening Sports Ownership To Investors
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Are you tired of sitting on the sidelines? Do you envy the owner’s box...
Cove Capital Launches $9.7M Alaska Essential Net Lease Industrial DST
Cove Capital via AltsWire Cove Capital Investments LLC, a sponsor of debt-free Delaware statutory trust offerings for 1031 exchange and direct cash investors, announced it...
Bain Capital Agrees Sale of Cora Resort and Spa in Greece to Fattal Hotel Group
Bain Capital Bain Capital, a leading global private investment firm, today announced the completion of the sale of Cora Resort and Spa, a five-star, 181-room resort in...
Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s total assets under management as of September 30, 2025?
Answer: As of September 30, 2025, the nontraded REIT industry had $174.1 billion in assets under management, down from $178.0 billion the previous quarter and $184.3 billion...
SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution
SEI SEI® (NASDAQ: SEIC) today announced that Paul Lehman, CFA, has joined the company as Head of Bank Asset Management Distribution, reporting to Michael Lane, Head of SEI’s...
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Griffin Capital Launches Dedicated Build-to-Rent Platform to Expand Rental Housing Investment Capabilities
The platform will be led by industry veterans Jonathan Trott and David Platter, who have joined Griffin as Co-Chief Executive Officers of the new vertical.
Advisor Insights Help Plan Sponsors Simplify Complexity, According To 16th Fidelity® Plan Sponsor Attitudes Study
92% of plan sponsors work with an advisor, increasing from last year.
CIM Group Advances Hospitality Lending Focus Closing $73.5 Million for Two Hilton Brand Hotels in Louisiana and Pennsylvania
The loans demonstrate CIM Group’s continuing focus on the hospitality industry which includes select-service and extended stay properties in addition to the full-service sector.
Elevating the Conversation: Using Objections to Strengthen Advisor Relationships
Advisors’ inquiries are not adversarial; they are a natural and essential part of their due diligence.
Sealy & Company Named One of Fortune’s Best Workplaces 2025
This distinction highlights the firm’s success in creating a positive, inclusive, and engaging environment for its employees.











