Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Everything Everywhere All At Once – Now Tokenized
These assets can also be bought, traded, and sold between investors on blockchain platforms.
In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
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Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
In his capacity as Senior Vice President – Government Relations, Mr. Wagner serves on numerous real estate industry and governmental boards and committees.
Retirement Plans: The Next Big Move for Alts
As alternative investments enter the retirement plan space, it’s not just about product structure or regulatory readiness. It’s also in understanding and connecting with an entirely new set of audiences.
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Recent News
Blue Vault’s alternative investment data includes coverage of 78 active interval funds. Which interval fund has the highest distribution rate based on most recent filings?
Answer: City National Rochdale Strategic Credit Fund reported the highest distribution rate at 23.22% as of November 30, 2024. Discover...
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”)....
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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...
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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
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?
In July, Blackstone BX reported that it had surpassed $1 trillion in total assets under management during the second quarter of 2023, being the first alternative asset manager to cross that threshold. A bit of background to start: “Alternative asset management” is an umbrella term for asset managers that specialize in private market investment strategies like private equity, private debt, or real assets, or in strategies that invest in publicly traded securities in a nontraditional manner, like hedge funds or funds of funds. (I am oversimplifying a bit—there is some overlap between these groups.)
Legendary Capital Expands Team with Two New Wholesaling Vice Presidents
Legendary Capital, LLC, a leading Alternative Investment Sponsor, is delighted to announce the recent addition of Devon Gasparovic and Robin Boccardi to its distribution team as wholesaling vice presidents. These strategic hires mark another significant step in the company’s ongoing commitment to strengthening its distribution capabilities and providing superior partnering services to financial advisors across the country…
Apollo Funds acquires Accent family of companies
Apollo Funds, a global alternative asset manager based in New York, has acquired the Accent family of companies, a Tomball, Texas-based full service, value-added industrial distribution company focused on the waste, recycling and building materials industries that includes Accent Wire-Tie, Accent Wire-Tie United Kingdom and Accent Building Materials…
Cove Capital Investments Completes the Acquisition of Two Long-Term Net Lease Properties as Part of Its Debt-Free Texas Net Lease 67 DST
Cove Capital Investments Completes the Acquisition of Two Long-Term Net Lease Properties as Part of Its Debt-Free Texas Net Lease 67 DST August 17, 2023 | Cove Capital Investments Cove Capital Investments, LLC, a private equity real estate firm and Delaware Statutory...
NAV REITs Report Positive Median Total Returns for July
The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was 0.21% in July, compared to just 0.01% in June. Ten of the 16 reported positive total returns.
Hines Global Income Trust Acquires Logistics Center in Columbus
Hines, the global real estate investment, development, and property manager, announced that Hines Global Income Trust, Inc. (“HGIT”) has acquired I-70 Logistics Center located at 9157 Mink Street SW in Columbus, Ohio, a distribution center that is 100% leased to a third-party logistics provider.
Sluggish CRE Lending Persists: CBRE
In the face of market uncertainty, CRE lending slowed in the second quarter, according to CBRE. The company’s Lending Momentum Index fell from 204 in the first quarter to 193 in the second quarter, representing declines of 5.4 percent from the first quarter and 52.2 percent year-over-year….
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