Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Emma Skedgel Joins SEI’s Defined Contribution Team
Appointment reinforces commitment to client service, better member outcomes.
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
ExchangeRight Recruits Bill Auble as Senior Vice President of the Great Plains Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that Bill Auble has joined its growing...
Peachtree Group Appoints Industry Veteran Josh Rubinger to SVP of National Accounts
Business Wire | Peachtree Group Peachtree Group (“Peachtree”) announced today that Josh Rubinger has joined as senior vice president of national accounts for...
2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption
David Bodamer | WealthManagement.com The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth...
Bluerock Value Exchange Fully Subscribes $41.2 Million Diversified Industrial Portfolio III DST
Bluerock Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has fully...
How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?
Answer: As of June 30, 2022, the average distribution rate among open nontraded BDCs was 7.24%. The average distribution rate increased to 8.33% as of June 30, 2023, and...
How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts
Johnathan Rickman | Blue Vault As an advisor, you need to make decisions that align with each of your client’s financial needs and goals; no singular approach works for...
More articles…
Reported Capital Raise by NTRs Fall to Lowest Level Since February 2021
The sale of shares by continuously-offered nontraded REITs at $140.7 million was at its lowest monthly total since February 2021…
ExchangeRight Confirms No Exposure to Any Failed Banks
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced…
US Hotel Metrics Improve in Week Ended March 18
US hotel metrics were up during the week ended March 18, thanks in large part to spring break travelers, according to STR…
CIM Group Closes Another Land Acquisition from West Angeles Church on Crenshaw Boulevard, Plans Mixed-Use Residential and Retail Development
The property is centrally located in Los Angeles and part of the historic West Adams neighborhood which offers dining, entertainment and community-serving retail and services.
ExchangeRight’s Warren Thomas Keynotes Blue Vault Summit
Warren Thomas, a co-founder and managing partner of ExchangeRight, a sponsor of REIT, fund, and 1031 DST portfolios delivered a keynote presentation at the 2023 Blue Vault Bowman Summit in Atlanta Tuesday morning, March 7.
NAV REITs Report Improving Monthly Total Returns for February
While the median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was slightly negative…
Gladstone Land Provides Update On California Flooding
As a result of the flooding, one of the Company’s farms suffered damage to certain of its structures.
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors
J.P. Morgan (NYSE: JPM) announced today that it has entered into a definitive agreement to acquire Aumni, a leading provider of investment analytics…
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023?
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023? Answer: Blackstone Real Estate Income Trust posted a total return in February of...
CIM Real Assets & Credit Fund Announces 16.7% Dividend Increase
CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends…










