Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Based on the offerings tracked by Blue Vault, what was the nontraded BDC industry’s median total return for the first nine months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Nontraded REIT Distribution Coverage Woes Grow in Q3 2025
Median distribution yields continued to hold steady in the 5% range and median debt ratios continued to decline.
Recent News
Cove Capital Investments, LLC Successfully Closes on Two Debt Free Properties for its Cove Essential Net Lease Portfolio 90 DST Offering Available for 1031 Exchange Investors
Cove Capital Investments Dwight Kay and Chay Lapin, Founding Members of Cove Capital Investments, LLC, announced the Delaware Statutory Trust sponsor firm successfully...
Bluerock Total Income+ Real Estate Fund Celebrates its 50th Consecutive Quarterly Distribution
Bluerock Bluerock Total Income+ Real Estate Fund, one of the largest real estate interval funds in the world (“TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX)...
Capital Square Debuts Completed Opportunity Zone Development, The Nickel Hotel in Historic Charleston
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing...
How many new nontraded REIT offerings were introduced in 2024?
Answer: Zero. 2024 was the first year on record to lack the introduction of a single new nontraded REIT. Discover...
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
Johnathan Rickman | Blue Vault With market volatility making it more difficult for banks to justify lending, small- and mid-size companies are increasingly turning to...
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the launch of new Class D shares for its Essential...
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Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration
Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Versity...
How CMBS Accounting Creates an Anomaly
In a recent article by Blue Vault entitled When GAAP Doesn’t Make Sense: A Nontraded REIT Example, we pointed out that one nontraded…
Capital Square Completes Delaware Statutory Trust (DST) to UPREIT Transaction with Over 85% DST Investor Participation and 161% Total Return
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily…
Fed’s Kashkari sees ‘more work to do’ on inflation
The Federal Reserve has “more work to do” to get inflation back down to its 2% goal, Minneapolis Fed President Neel Kashkari said…
Residential REITs Benefitting from Strong Balance Sheets and Leasing Tailwinds
Residential REITs offer investors a safe option amid current volatility, with strong balance sheets, leasing tailwinds…
Cost of debt jumps for US companies in Q4’22
Rising interest rates and a slowing economy are reducing US companies’ ability to repay their debts…
REITs Offer Diversification and Timeliness
Recent research by Nareit shows that REIT returns have tended to bounce back—and even surge—after significant public and private…
Signs of Stress in Commercial Property
Stress is growing in the commercial property market. Why it matters: Everyone is watching commercial property, given how reliant…
JPMorgan Chase: How Multifamily Investors Can Prepare for a Recession
More than half of commercial real estate leaders—including those with multifamily property rentals—believe a recession…
CIM Real Estate Finance Trust Completes Sale of 151 Properties to Realty Income Corp.
Certain subsidiaries of CIM Real Estate Finance Trust, Inc. entered into an Agreement…











