Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Inland Expands Senior Housing Platform, Secures $149 Million for Portfolio in Arizona, Missouri and Tennessee
The offering has been fully subscribed and is now closed.
ExchangeRight’s Essential Income 3 DST Fully Subscribed Amid Soaring Investor Demand for DSTs With Expedited 721 REIT Access
Essential Income 3 DST is a closed offering and is not accepting new investors.
CMCT Announces Completion of 1915 Park, 36-Unit Apartment Building in Echo Park Neighborhood of Los Angeles
CMCT applies the expertise of CIM Group to the acquisition, development, and operation of top-tier multifamily properties situated in dynamic markets.
Blue Vault Q3 2025 REIT & BDC Performance Report Update
Over fifty Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available. Trust Blue Vault for your alternative asset information needs.
Recent News
CIM Group Hires Veteran Financial Services Executive Paul Weisenfeld as Head of National Accounts in Expansion of Private Wealth Team
CIM Group CIM Group announced today that distinguished financial services leader Paul Weisenfeld has joined the firm as Head of National Accounts as it continues to grow its...
Bluerock Announces Shareholder Liquidity Event in Bluerock Total Income+ Real Estate Fund
Bluerock Bluerock today announced a proposed shareholder liquidity event for its flagship real estate fund, the Bluerock Total Income+ Real Estate Fund (“TI+” or “Fund”)....
Event Terms & Conditions
Blue Vault’s alternative investment data includes coverage of 16 active, open nontraded REITs. Which nontraded REIT had the highest capital raise in the first quarter of 2025?
Answer: Blackstone Real Estate Income Trust led the nontraded REIT sector in fundraising with $822.8 million in capital raise in Q1 2025 for a 39.6% market share, having...
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
iCapital Orion, a leading provider of innovative wealthtech solutions for financial advisors and enterprise firms, and iCapital1, the global fintech platform shaping the...
Marketing Is the New Sales
Marketing Intent Let’s get one thing straight: we’re not trying to snatch commissions from your sales team. But it’s time to face a simple truth—marketing is the new sales....
More articles…
A Brief History of Alternative Investments (and the Current State of Play)
The history of alternative investments is a story of diversification, innovation, and adaptation to changing financial landscapes. Alternative investments refer to a broad category of assets that extend beyond conventional investments like stocks, bonds, and cash. “Alts” have garnered increased interest over the years as investors seek new ways to boost portfolio returns, reduce risk, and access fresh opportunities…
ExchangeRight’s Essential Income REIT Acquires $84 Million Portfolio
“Rather than taking a blind pool approach, the Essential Income REIT’s aggregation strategy begins with a large, fully identified portfolio of rigorously vetted properties…”
AI Is Only As Good As The Humans Behind It
AI Is Only As Good As The Humans Behind It September 15, 2023 | Marketing Intent With the rise of AI, people think it can do everything. But it’s important to understand AI not as all-powerful, but rather as an effective tool influenced by its human operator. In this...
Self Storage Isn’t Just For Hoarders: A Primer For Investors
Only one asset class has an average occupancy of 92% and outperformed other asset classes in 2021, self-storage.
ShopOne and its JV Partners Expand Presence in New England, Acquiring Grocery-Anchored North Providence Marketplace Shopping Center in Rhode Island
North Providence Marketplace has been a fixture of the North Providence community for over 50 years, and is considered the dominant center of its kind in the trade area.
Legendary Capital Welcomes Back Chad Whatley as Regional Sales Director
As Regional Sales Director, Chad will play a pivotal role in expanding Legendary Capital’s reach and strengthening relationships within the financial advisor community.
How many full-cycle events for nontraded REITs are documented in the upcoming 8th Edition Blue Vault Nontraded REIT Full-Cycle Performance Study?
The 8th Edition will include…
It Should Be Obvious What Rising Rates Are Doing to Commercial Real Estate
In an article we published on the Blue Vault website on September 6, 2023, we asked the question “What Happened to Ares Industrial REIT’s NAVs.” After looking at the possible relationship between Ares Industrial REIT’s NAVs over the past two years and the monthly returns posted by NAREIT’s listed REITs categorized as “Industrial” REITs, we concluded that the factors impacting listed REITs with similar investments in industrial assets couldn’t be the cause for Ares Industrial REITs relatively lackluster trends in per share NAVs…
Urban Catalyst Floats Housing Instead Of Offices At Icon/Echo
If altered, Icon/Echo could create over a thousand units from the two-acre parcel.
KBRA Releases Research – Second-Quarter 2023 Business Development Company (BDC) Ratings Compendium
KBRA releases its Business Development Company Ratings Compendium, which looks at results for the quarter ended June 30, 2023, and offers a review of perpetual continuously offered non-traded BDCs as well as recent industry developments….










