Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
July 16, 2025
Firm
July 16, 2025
July 14, 2025
ExchangeRight REIT Credit Facility Commitments Increase to $150 Million Following Renasant Bank’s Addition
Expanding the Essential Income REIT’s Credit Facility further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
July 14, 2025
Capital Square Housing Trust Launches $40 Million Preferred Stock Offering
Capital Square Housing Trust seeks to raise $40 million to fund acquisitions, UPREIT transactions, preferred stock redemptions, and other real estate-related investments and working capital.
July 10, 2025
Smart Marketing Keeps Advisors Coming Back
Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
Jul 23, 2025
Alts and Answers Luncheon – Chicago, IL
Join us for the launch of Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. Presenting Firms: Veritas Investment Group XA Investments
Aug 14, 2025
Alts and Answers Luncheon – Houston, TX
Join us for Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. As part of our renewed focus on performance data and advisor education, we’ve reimagined our approach to industry engagement. Rather than a large-scale annual…
July 9, 2025
The Lowdown on UPREITs: Keeping Investment Property in Play
An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.
July 8, 2025
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
July 8, 2025
ADISA Appoints Jade Miller as First CEO
In the newly created role, Miller will work alongside Executive Director John Grady to lead the organization's next chapter.
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