Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Inland ALT REIT Announces Additions to Its Board of Directors
IPC Alternative Real Estate Income Trust, Inc. is a public, non-listed, monthly-valued, perpetual-life real estate investment trust focused on alternative sectors.
Griffin Capital Acquires Union Berkley Riverfront Apartments in Kansas City
The property features modern one- and two-bedroom residences with contemporary finishes, and the modern common area amenities that residents seek.
ExchangeRight Fully Subscribes $55.9M Net-Leased Portfolio 71 DST, Providing REIT Exit Optionality to Investors
Net-Leased Portfolio 71 DST is a closed offering and is not accepting new investors.
Monroe Capital Closes $6.1 Billion in New Investable Capital for its Private Credit Strategy
Monroe’s direct lending strategy emphasizes rigorous credit selection, robust structural protections, and active portfolio management, with a focus on capital preservation and attractive risk-adjusted returns.
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Recent News
Blue Vault has tracked performance data for nontraded REITs since 1990. Based on the funds we have covered over the years, how much gross capital has the nontraded REIT industry raised through the first quarter of this year?
Answer: Based on Blue Vault’s coverage, the nontraded REIT industry has raised $266.0 billion in gross capital as of Q1 2025. Discover...
BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access
SEI SEI® (NASDAQ: SEIC) today announced the addition of 17 fund managers to SEI AccessTM, a platform designed to provide an end-to-end investment experience and increased...
Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility
XA Investments XA Investments LLC (“XAI”), an alternative investment management and consulting firm, announced today that its Non-Listed Closed-End Funds Second Quarter 2025...
Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Answer: Total returns for the nontraded BDC industry began the year strong, coming in with a median return of 1.75% through the first three months of the year. This follows...
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 68...
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
SEI SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors...
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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
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.
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