Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Alts & Answers: Awakening Wealth Advisors to Private Market Possibilities
As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
Essential Income 4 DST Fully Subscribed, Providing Accelerated Access to the Essential Income REIT
Essential Income 4 DST is a closed offering and is not accepting new investors.
Capital Square Launches Leveraged DST Offering of Build-for-Rent Townhome Community Near Miami Dolphins’ Hard Rock Stadium
The DST seeks to raise equity from accredited investors and has a minimum investment requirement of $50,000.
Of all the nontraded REITs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Braemar Hotels & Resorts Enters into Franchise Agreement for the Sofitel Chicago Magnificent Mile
Braemar Hotels & Resorts Inc. Braemar Hotels & Resorts Inc. (NYSE: BHR) (“Braemar” or the “Company”) today announced its plans to transition...
Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs
Bluerock Bluerock Value Exchange (BVEX), a long-time leading national sponsor of 1031 exchange and Delaware Statutory Trust (DST) programs since 2005, announced multiple...
Blue Vault’s Latest Interval Fund and Tender Offer Fund Reports
Blue Vault recently published Individual Performance Pages (IPPs) for these Interval Funds and Tender Offer Funds: Interval Funds Alternative Strategies Income Fund...
Weekly Alts News Roundup: April 1, 2025
Welcome to our very first Weekly Alts News Roundup! Read on to learn the latest developments in the alts space. Top Story • LPL Financial to Acquire Commonwealth Financial...
ExchangeRight Appoints Jason Roland as Senior Vice President of the Mid-Atlantic Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased to announce the appointment of Jason...
Alts and Wealthtech: Evolution through Innovation
Johnathan Rickman | Blue Vault At Alts Summit 2025, renowned financial planner and educator Michael Kitces gave an eye-opening keynote speech that explored the intersection...
More articles…
Jim Sprow: Two Ways Fees Assessed
Jim Sprow (Senior VP, Research Blue Vault) explains the 2 ways fees are assessed and how you can see this information in the Nontraded REIT Fee Study…
Jim Sprow: Fee Study Sample
Jim Sprow (Senior VP Research, Blue Vault) gives us a fee study sample from Blue Vault’s Nontraded REIT Fee Study…
Global Net Lease and The Necessity Retail REIT to Merge, Creating Sector-Leading Diversified Net Lease REIT
Global Net Lease Inc. (NYSE: GNL, “GNL”) and The Necessity Retail REIT Inc. (NASDAQ: RTL, “RTL”) announced today that…
Pacific Oak Capital Markets Hires Derek Mazza as Regional Vice President for the Northeast Territory
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial…
Peachtree Appoints Melissa Ross Smith as Chief Operating Officer
Peachtree Group (“Peachtree”) announced the appointment of Melissa Ross Smith as Chief Operating Officer….
Sam Zell, Architect of Modern REIT Era and Former Nareit Chair, Dies at 81
Real estate pioneer Sam Zell, considered one of the founders of the modern REIT era, died May 18, 2023…
US single-family building permits at 7-month high; housing slump persists
Permits for future U.S. single-family homebuilding jumped to a seven-month high in April…
Public and Private Real Estate: Divergences, Harbingers, and Opportunities
Public and private real estate markets can diverge, as they did last year. Although the increased uncertainty associated with…
Which nontraded BDC raised the most capital in April 2023?
Which nontraded BDC raised the most capital in April 2023? Answer: Owl Rock Core Income Corp., a nontraded BDC, booked equity sales of $260.6 million in April...
April 2023 Reported Nontraded REIT Sales Down 40.7% from March 2023
Blue Vault received April 2023 sales totals for eleven nontraded REIT program offerings as of May 19, 2023. Sales reported by those eleven…











