Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Why Social Media Delivers Even When Engagement Looks Invisible
When executed with a deliberate, long-term strategy, social media becomes less about instant feedback and more about sustained influence.
Blue Vault Webinars: Keeping Advisors Informed and Alts-Smart
Keeping advisors up to date on industry trends and innovations is a core part of Blue Vault’s mission to expand understanding of alternative investments.
Gladstone Alternative Income Fund Announces Increase in Monthly Cash Distribution for December 2025
The distributions will be paid on December 31, 2025, for DRIP participants and January 2, 2026, for non-DRIP participants.
John Hancock Closed-End Funds Declare Quarterly Distributions
Manulife John Hancock Investments serve investors through a unique multimanager approach, complementing our extensive in-house capabilities with an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry.
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Recent News
Rise in Nontraded REIT Fundraising Continues in Q1 2025
Johnathan Rickman | Blue Vault While quarterly fundraising for the nontraded REIT industry is still far off its 2021 peak, the alts sector reported a second consecutive...
Blue Vault Publishes March 31, 2025, Tender Offer Fund Reports
We have added thirty-four March 31, 2025, Tender Offer Fund Individual Performance Pages (IPPs) to Blue Vault’s research catalog. An orange font signifies that Blue...
Boost Advisor Engagement with Video
Marketing Intent Explaining a complex investment strategy can be challenging—especially over coffee, where diagrams on napkins and animated gestures may leave your audience...
Legendary Capital Announces Sale of Two Hilton Garden Inn Hotels
Legendary Capital Legendary Capital, a leading hotel asset management firm, recently announced the successful sale of the Hilton Garden Inn Charlotte North in Charlotte, NC...
PGIM to merge public/private credit units into $1tn platform
PGIM via Citywire PGIM’s newly minted president and CEO, Jacques Chappuis, is already plotting organizational changes at the firm, including merging the company’s public...
NexPoint Launches Lodging I DST Offering for the Residence Inn Salt Lake City – West Jordan
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Lodging I DST, a Delaware Statutory Trust (“DST”)...
More articles…
Do We Have The Capacity To Take On Your Next Project?
Clients often ask how we know we have the capacity to take on one of their projects? The answer lies in project management. We’re dedicated to maintaining a high level of project management in both our systems and our personnel to understand our capacity, accurately estimate when we can deliver projects and so that we can provide our clients with high-quality deliverables.
Transfer Agent Case Study: Switching to a New Provider
There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications cause investor dissatisfaction, advisor frustration, missed deadlines – all the problems you hoped to avoid by outsourcing back-office processes. Switching transfer agents is sometimes necessary but many managers are daunted by the prospect of a conversion of investor and historical data to the system of a new transfer agent. They need not be.
A Curious Look at Commercial Real Estate Cap Rates
In this article we ask the question, “Which came first, the market value or the cap rate?” Does that question sound familiar? It should, since it really is like the classic “chicken or egg” conundrum. The fact is cap rates do not determine market values and market values do not determine cap rates. But, each determines the other. Confusing, isn’t it?
How Interest Rate Caps and Swaps Are Used by Non-Traded REITs
Non-traded REITs utilize different types of financial contracts to hedge their variable rate debts to protect themselves financially from changes in interest rates…
US Hotel Metrics Edge Lower in Week Ended August 12
US hotel performance declined during the week ended Aug. 12, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets…
Blue Vault Begins Publishing Q2 2023 Performance Reports
Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the following nontraded REIT pages: CNL Healthcare Properties Q2 2023 Healthcare Trust Q2 2023 Highlands...
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023?
The fund’s annualized distribution rate…
Investing For Grownups: Why Asset Allocation Matters
Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model of investing in stocks and bonds is not as effective as the model that endowments (think Harvard and Yale) use. Over the last 30 years, the average return in the US for someone using the 60/40 model is 8.2%, not bad. But, the Endowment Model Yale earned 13.1% over the same 30 years…
Doing More Of What Really Matters
Doing More Of What Really Matters August 23, 2023 | Marketing Intent The book, Essentialism – The Disciplined Pursuit of Less by Greg McKeown struck a chord with us when we think about marketing for our clients. The premise of the book is to understand what’s...
Is Every Commercial Office Property in Trouble?
Why Not All Office Space Is Created Equal
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