Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Starwood REIT Forms $1.02 Billion Affordable Housing Joint Venture with Apollo
The transaction is designed to enhance liquidity while maintaining operational control of the portfolio.
Cerulli: Advisors Could Add $2 Trillion to Private Markets Within Five Years
New research from Cerulli projects advisor allocations to private markets will grow by an additional $2 trillion over the next five years, driven by expanding access, interval funds, and increasing client demand.
SEC Proposal Could Expand Access to Nontraded REITs and BDCs
A proposed SEC rule could significantly reduce state-by-state regulatory hurdles for publicly offered nontraded REITs and BDCs, potentially broadening investor access.
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Kelly Park Capital has launched PRISM 2.0, a new onboarding platform designed to streamline subscriptions across multiple private market investments.
Recent News
ExchangeRight Fully Subscribes $55.9M Net-Leased Portfolio 71 DST, Providing REIT Exit Optionality to Investors
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the full subscription of Net-Leased...
Monroe Capital Closes $6.1 Billion in New Investable Capital for its Private Credit Strategy
Monroe Capital Monroe Capital LLC (“Monroe”), a leading private credit investment firm, announced the final close of its 2025 Monroe Capital Private Credit Fund V (“Fund” or...
Strike the Right Marketing Cadence with Frequency, Engagement, and Impact
Marketing Intent During the recent ADISA conference, a recurring theme emerged among the professionals in attendance: “We don’t want to contact people too much. What’s the...
Based on the nontraded REITs tracked by Blue Vault, how much capital did the nontraded REIT industry raise through private offerings in the third quarter of 2025?
Answer: Based on the nontraded REITs tracked by Blue Vault, the nontraded REIT industry raised $1.37 billion through private offerings in Q3 2025. Discover...
Capital Square Launches New Active Living DST Offering in Richmond’s Short Pump Submarket
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, today announced the...
2026 Alternative Playbook: What To Overweight, Underweight, And Why
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Diversifying into alternative investments works much like investing in...
More articles…
Blue Vault Publishes Fourteen Q2 2025 NTR Performance Reports
Blue Vault will publish 36 Nontraded REIT Individual Performance Pages for Q2 2025.
Blue Vault Begins Publishing Q2 2025 Nontraded BDC Performance Reports
Nineteen Q2 2025 Nontraded BDC reports are now available for members. Track BDC performance with Blue Vault’s Individual Performance Pages.
Short Videos, Big Impact: Why Less Really is More in Advisor Marketing
If your current approach feels overly text-heavy or buried in technical documents, now is the time to evolve.
ExchangeRight Secures 50 Lease Renewals and Sustains 100% Rent Collection for its Essential Income REIT
This strong asset management resulted in a net lease occupancy rate of 99.86% as of June 30, 2025, among the highest in the net lease sector.
Blue Vault Publishes 5-31-2025 Interval Fund Performance Reports
Blue Vault added two May 31, 2025 Interval Fund Performance Pages to its research catalog.











