Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Bluerock Value Exchange Launches $39.4 Million 1031 Exchange BR Parkview Multifamily DST in the Atlanta Metro
Parkview multifamily offering represents BVEX’s 44th individual DST program and a continued focus of providing attractive, levered multifamily 1031 exchange investment programs.
iCapital® Announces Continued Investment in Leadership; Appoints Gary Gallagher as President
A seasoned executive with deep expertise in wealth management, industry architecture, and infrastructure, as well as asset management, will lead the company’s go-to-market activities.
Industry Veteran Named as CEO & President of Inland Investments
Mr. Fries will report to Tony Chereso, CEO and President of The Inland Real Estate Companies, LLC.
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.
Recent News
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital iCapital1, the global fintech platform transforming the world’s investment industry for better outcomes, and Citi today announced that iCapital is acquiring from...
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock Bluerock and its affiliate Bluerock Value Exchange (the “Company” or “BVEX”), a national sponsor, announced its 20-year anniversary of sponsoring industry-leading...
Humanize Your Brand with Edutainment
Marketing Intent In your industry the stakes are high, the topics are complex, and the audience is discerning. Yet, even in this serious and professional sector, there is...
In terms of total assets, what percentage of the interval fund industry is made up of the ten largest funds?
Answer: In terms of total assets, the ten largest interval funds make up 69.9% of the industry total, led by Cliffwater Corporate Lending Fund making up 32.7% of the...
Types of Alts: Structures, Strategies, and Solutions
Johnathan Rickman | Blue Vault Thanks to fast-evolving innovations in fund structures, alternative investments — the broad category of assets that extend beyond stocks,...
ExchangeRight REIT Credit Facility Increases to $135 Million Following Fifth Third Bank’s Increased Commitment
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that Fifth Third Bank has increased its...
More articles…
Institutions May Deploy Dry Powder for Real Estate Heading into 2023
It sounds counterintuitive to the slowdown in new investment activity seen in recent months, but a new industry survey shows…
U.S. home builder gloom persists, but some hope seen for next year
Confidence among U.S. single-family home builders fell for a record 12th straight month in December as even a scramble…
November 2022 Reported Nontraded REIT Sales Down 2.3% From October
Blue Vault received November 2022 sales totals for eleven nontraded REIT program offerings as of December 16, 2022. Sales reported…
Cherie Fournier: Website Audits
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Cherie Fournier (CEO, Founder Marketing Intent)…
Alise Lucero: Sponsor Consistency is Key
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Alise Lucero (VP, Client Success Marketing Intent) explains…
Cherie Fournier: Thought Leadership
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Cherie Fournier (CEO, Founder Marketing Intent)…
Alise Lucero: Lay the Foundation
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Alise Lucero (VP, Client Success Marketing Intent) discusses…
Jon Ranello: Know Your Alts Transaction Numbers
In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of being able to access the number…
Jon Ranello: Working with RIAs
In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of having a good working relationship with RIAs…
Capital Square Acquires Headquarters of National Football League’s Las Vegas Raiders for DST Offering
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily…









