Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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?
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Why Choose a REIT Over Other Investment Vehicles?
As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and long-term wealth protection.
It’s Not Just One Number: How Advisors Should Evaluate REITs
Evaluating REITs requires more than one financial indicator. Warren Thomas shares how a combination of key metrics provides a fuller, more accurate view of a REIT’s true strength and performance.
Recent News
Bonus Distribution to Investors in the Essential Income REIT’s Class ER Shares Brings Total First Year Distribution Rate to 9.58%
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the 2 company has made its first...
Semi-Liquid Alternatives Demonstrate the Ability to Provide Significant Liquidity to Shareholders in Times of Distress
Blue Vault Media outlets today tend to lean towards the negative as human evolution has created a bias and higher consumption rate for negative headlines, and many studies...
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-18-2024
Blue Vault began publishing sections of the Q3 2024 Nontraded REIT Industry Review, with the full review to be available soon. This quarter’s review includes 37 Q3...
Investors Fully Subscribe ExchangeRight Debt-Free Offering Designed for Recession-Resilience
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the full subscription of its All-Cash 7...
CIM Real Assets & Credit Fund Acquires District La Brea in Los Angeles
CIM Group CIM Group announced today that it has acquired District La Brea, a collection of adjacent buildings offering high visibility retail storefronts and commercial...
Of the open nontraded BDCs that were in operation during the second quarter of 2024, which fund reported the highest total return?
Answer: Class I shares of Bain Capital Private Credit reported a total return of 3.60% for the second quarter of 2024, the highest return among open nontraded BDCs. Class I...
More articles…
US Hotel Occupancy Rates Up in Week Ended March 11
U.S. hotel industry metrics improved during the week ended March 11, boosted by spring break travelers, according to STR, which tracks…
Amid U.S. Banking Crisis, CRE Has Interest Rate Hikes Top Of Mind
The dust hasn’t yet settled from the implosions of Silicon Valley Bank and Signature Bank, but that hasn’t obscured…
Blackstone’s BREIT Records Its Biggest Advance in 6 Months
Blackstone Real Estate Income Trust Inc., the Blackstone Inc. fund for affluent individual investors, reported its biggest monthly…
A volatile and unpredictable market
A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was sub 2%, the consumer price index (CPI) year-over-year had steadily been climbing (7.9% in Feb....
Notes from the CEO: Perspective on the recent banking industry news
Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and specifically developments related to the failures of Silicon Valley Bank (SVB) and Signature Bank....
SmartStop Self Storage Wins Reputation’s 800 Award for Second Consecutive Year
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company…
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the highest standard deviation of monthly total returns from January 2021 thru November 2022, at...
US REIT direct exposure to Silicon Valley Bank fairly limited
U.S. equity real estate investment trusts have little direct exposure to Silicon Valley Bank, the second-largest bank failure…
Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio
At KKR we still firmly believe that we have entered a different macroeconomic regime for investing, where the traditional…
The Demise of Silicon Valley Bank
“When you’re not working, what do you do to de-stress?”
That was the last question Greg Becker, CEO of Silicon Valley Bank…











