Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
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Recent News
Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced that demand for the company’s...
How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Answer: Interval fund industry net assets increased from $75.1 billion in 2023 to $98.3 billion in 2024, an increase of 31%. This follows an 18.6% increase from 2022 to...
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
VENTURE.co Fund Services VENTURE.co Fund Services is pleased to announce the hiring of Tony Olivo as Chief Revenue Officer. Tony joins VENTURE.co from Vistra (formerly...
Alternative Investments: A Primer for Advisors
Johnathan Rickman | Blue Vault Alternative investments are often touted as a way for advisors to diversify client portfolios and generate income for investors. But what are...
Alternative Asset Strategies: Investing in Oil and Gas
Johnathan Rickman | Blue Vault Alternative investments refer to a broad category of assets that extend beyond conventional investments like stocks, bonds, and cash. Alts can...
Blue Vault Q4 2024 NTR Research Report Update 4-25-2025
Blue Vault has published new non-traded REIT (NTR) research reports covering offerings. These pages provide expanded insights into the latest performance metrics, offering...
More articles…
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…
American Healthcare REIT Reduces NAV and Suspends DRIP
American Healthcare REIT Reduces NAV and Suspends DRIP March 20, 2023 | James Sprow | Blue Vault On March 15, 2023, American Healthcare REIT’s board of directors unanimously approved and established an updated net asset value per share (NAV) of the Company’s Class T...
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and SEC-registered broker-dealer, has chosen Altigo as its digital solution to streamline its...
Diversifying Beyond the 60/40 Portfolio: Part 2
In the first article in this series, I established that portfolios should be highly diversified based on risk and that traditional…
Apollo units name successor chief compliance officer
Apollo Global Management announced the promotion of Ryan Del Giudice to chief compliance officer for certain of its subsidiaries, according…
CMCT Names Shaul Kuba Chief Investment Officer
Mr. Kuba brings his vast experience in creative office, multifamily and mixed-use investment and development.
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