Professional Services Perspectives
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NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
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Recent News
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
Johnathan Rickman | Blue Vault While a return to glory days may seem elusive for private real estate right now, the sector is showing clear signs of a market rebound, and...
Chris Hogg Appointed to SEI Master Trust Board
SEI SEI® (NASDAQ:SEIC) today announced that Chris Hogg has been appointed to the SEI Master Trust Board of Directors. In addition to his board responsibilities, Hogg will...
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing...
Manulife John Hancock Investments Launches New Active ETF Targeting Select Value Opportunities
Manulife Manulife John Hancock Investments today will launch John Hancock Disciplined Value Select ETF (NYSE Arca: JDVL), a concentrated U.S. value portfolio and the second...
SS&C Technologies integrates wealth offerings into single platform
SS&C via GlobalData SS&C Technologies Holdings has introduced SS&C Black Diamond Wealth Solutions, consolidating various wealth management functions into one...
Leitbox Storage Partners Completes Self-Storage Facility in Charlottesville, VA
Leitbox Storage Partners Leitbox Storage Partners has completed construction on its latest ground-up self-storage facility in Charlottesville, Virginia. The project, which...
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‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
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