Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
iCapital® Announces Continued Investment in Leadership; Appoints Gary Gallagher as President
A seasoned executive with deep expertise in wealth management, industry architecture, and infrastructure, as well as asset management, will lead the company’s go-to-market activities.
Industry Veteran Named as CEO & President of Inland Investments
Mr. Fries will report to Tony Chereso, CEO and President of The Inland Real Estate Companies, LLC.
ExchangeRight Welcomes Betsy Ward as Senior Vice President of National Accounts
Ward brings over 30 years of experience in alternative investment distribution and capital formation.
Burlington Capital: Year in Review 2025
We believe this acquisition positions us for continued portfolio growth and additional strategic acquisitions in 2026.
Recent News
Blue Vault Publishes New Interval Fund Reports
Blue Vault’s research catalog now includes the following March 31, 2025, Interval Fund Individual Performance Pages (IPPs) : Interval Funds BlueBay Destra...
Essential Income REIT – Only in its Class to Fully Cover 2024 Distributions with AFFO According to Blue Vault
ExchangeRight ExchangeRight has announced that the Essential Income REIT was the only Growth and Stabilizing Non-Traded REIT (“NTR”) that fully covered its distributions...
How many new nontraded BDCs entered the market in the first quarter of 2025?
Answer: Only one new nontraded BDC was introduced in Q1 2025: First Eagle Private Credit Fund, which became effective on March 11, 2025. Discover...
Over the last five years, which quarter saw the highest capital raise for nontraded REITs?
Answer: Fundraising for nontraded REITs peaked at $12.4 billion in the fourth quarter of 2021, reflecting the sector’s strongest fundraising quarter to date. Discover...
Bluerock Value Exchange Launches $37.8 Million 1031 Exchange BR Churchill Downs Multifamily DST in Pinehurst, NC
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced the...
In the first quarter of 2025, which nontraded REIT had the highest distribution yield?
Answer: Cantor Fitzgerald Income Trust’s distribution yield for its Class T shares was the highest among its peers in Q1 2025 at 6.81%. Discover...
More articles…
Q4 2022 NTR and BDC Pages Published
Q4 2022 NTR and BDC Pages Published The following individual performance pages are published and available to Blue Vault subscribers : Nontraded REITs -American Healthcare REIT Q4 2022 -Ares Industrial Real Estate Income Trust Q4 2022 -Ares Real Estate Income Trust Q4...
Blackstone Announces $30.4 Billion Final Close for Largest Real Estate Drawdown Fund Ever
Blackstone (NYSE: BX) today announced the final close of its latest global real estate fund, Blackstone Real Estate Partners X…
Pacific Oak Capital Markets Hires David Eberle as Senior Regional Vice President for the Greater Midwest Territory
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial services industry veteran…
Algonquin Senior Complex Purchased by Inland for $63M
The property, which has 186 units, was completed in 2017 at a cost of $40 million.
Both NAREIT and IPA define FFO and MFFO for nontraded REITs. What is a major difference between the two calculations for FFO?
Both NAREIT and IPA define FFO and MFFO for nontraded REITs. What is a major difference between the two calculations for FFO? Answer: The NAREIT definition of FFO includes an adjustment for impairments to real estate assets in the calculation of FFO. The IPA...
UPREITs: Keeping Real Estate Investments in Play
UPREITs: Keeping Real Estate Investments in Play April 11, 2023 | Altigo Asset managers know there’s more than one way to invest in real estate, and many of them manage multiple funds with different strategies and structures to give investors options. Those choices...
Office space available for rent hits new record high
Office space available for lease in the U.S. is at a record high, according to data from CoStar…
Triton Pacific portfolio firm buys two KFC locations in Alabama, US
US-based private equity firm Triton Pacific Capital Partners has announced that its portfolio company Tasty Chick’n has concluded the purchase…
Baby Boomers Stay in Their Homes Longer, Driving Younger Households Toward Single-Family Rentals
A growing number of seniors are staying in their homes longer and limiting the supply of houses for sale, and real estate executives and…
Publicly-Traded REITs Tread Water in March; Remain Up for the Year
The Nareit All Equity REIT Index was down 1.7% in March with office REITs (down 15.32%) suffering the worst declines. Several segments…








