Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Wealth advisors are looking for signals that your firm is credible, current, and professional. And whether you realize it or not, your website is making that case immediately.
Missed SpaceX? The Next Generation Of Pre IPO Access Is Taking Shape
New investment vehicles are emerging that give individuals a way to access growth earlier than they could a decade ago.
Bluerock High Income Institutional Credit Fund Announces Q1 2026 Distribution at an 8.75% Current Annualized Rate
Since its inception on June 21, 2022, the Fund has paid approximately $9.76 in total distributions per share.
CIM Group and Partners in Miami Worldcenter Sell Development’s Retail and Entertainment District to Falcone Group, ROK Acquisitions, Andrew Mirmelli, The Davis Companies and Jamestown
Acquisition includes 300,000 square feet of retail, food and beverage, and entertainment space throughout the $6 billion, 27-acre development that created a vibrant destination in the heart of Downtown Miami.
Recent News
Lead With Why: Storytelling Helps Sell Alts
Marketing Intent In the alternative investments space, there’s often a tendency to lead with numbers. The fund facts, the asset structure, the targeted returns. After all,...
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Answer: StepStone Private Markets was the top equity-focused tender offer fund fundraiser, raising $1.1 billion for the six-month period ending March 31, 2025. Discover...
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
Johnathan Rickman | Blue Vault While a return to glory days may seem elusive for private real estate right now, the sector is showing clear signs of a market rebound, and...
Chris Hogg Appointed to SEI Master Trust Board
SEI SEI® (NASDAQ:SEIC) today announced that Chris Hogg has been appointed to the SEI Master Trust Board of Directors. In addition to his board responsibilities, Hogg will...
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
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...
Manulife John Hancock Investments Launches New Active ETF Targeting Select Value Opportunities
Manulife Manulife John Hancock Investments today will launch John Hancock Disciplined Value Select ETF (NYSE Arca: JDVL), a concentrated U.S. value portfolio and the second...
More articles…
Blackstone REIT limits investor redemptions again in March
Blackstone Inc (BX.N) said on Monday it had again blocked withdrawals from its $70 billion real estate income trust in March…
Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing
Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing April 5, 2023 | Marketing Intent Marketing Intent, a marketing firm specializing in alternative investments, announced that it achieved the honor of winning a Gramercy...
Which five NAV REITs had the largest increases in their net asset values per share in February 2023?
Which five NAV REITs had the largest increases in their net asset values per share in February 2023? Answer: J.P. Morgan REIT (+6.37%), Cantor Fitzgerald Income Trust (+0.34%), Blackstone REIT (+0.34%), Starwood REIT (+0.31%) and Apollo Realty Income Solutions...
Investors Sold REITs in Response to the Banking Crisis. They May Have Overreacted.
The recent collapse of Silicon Valley Bank has had a knock-on effect on the value of real estate investment trusts. But real estate experts…
Inland Green Capital Collaborates with Inland Mortgage Capital to Streamline PACE Financing for Commercial Property Owners
For over a decade, Inland Green Capital has worked with commercial real estate owners, developers, contractors and local governments to achieve enduring clean energy benefits through PACE funding.
Four Springs Fully Subscribes $32 Million DST Offering
Four Springs TEN31 Xchange LLC, a sponsor of Delaware statutory trust programs, announced that their DST offering FSC Industrial…
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…










