Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CIM Real Assets & Credit Fund Announces Monthly Dividends
Based on current estimates, the Fund expects a portion of the distributions to be a return of capital.
J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.
Blue Vault’s Latest Research Update
See a list of Blue Vault’s latest published research reports, including some newly-covered funds.
Why Social Media Delivers Even When Engagement Looks Invisible
Social media often performs its most valuable work behind the scenes, quietly shaping perceptions, strengthening credibility, and laying the groundwork for new business opportunities.
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Recent News
What was the median distribution yield for open nontraded REITs in the first quarter of 2024, and how does that compare to the first quarter of 2023?
Answer: The median distribution yields for open nontraded REITS (Class A or Class T) in the first quarter of 2024 was 4.93% compared to 4.57% for the first quarter of...
Inland Real Estate Income Trust, Inc. to Review Strategic Alternatives
Inland Real Estate Income Inland Real Estate Income Trust, Inc. (the “Company”), a publicly registered, non-traded real estate investment trust, announced today that the...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-19-2024
Blue Vault will publish 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and provide data for four additional REITs with limited operations. These 35 NTR...
Investors Fully Subscribe ExchangeRight’s $107 Million Portfolio Designed for Recession-Resilience
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors have fully subscribed...
Go Store It Self Storage Names Adam Lentz as Chief Development Officer, Expanding National Reach
Madison Capital Group Go Store It Self Storage, a leading private self-storage operator, has promoted Adam Lentz to Chief Development Officer. With more than 20 years of...
LRT Company Launches $17 Million All-Cash DST Offering Near Hilton Head Island, SC
LRT Company LRT Company, an opportunistic development firm and sponsor of Section 1031 exchange investment offerings, announced today that it has launched LRT Hardeeville...
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Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc…
John Trevor: Issue Causing Problems with Billing
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing…
Richard Hillson: Focus on Education
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) explains how important education is in the alts industry…
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the continuously offered nontraded REIT programs reported increases in their respective net asset...
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in Atlanta…
Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Broker-dealers are cautiously adding alternative products to their platforms as advisor interest grows…
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Vestech Selects Altigo to Power its Alts Program
Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its one-stop technology solution to streamline and de-risk its alternative investment program. The...
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has successfully brought its 31st offering full cycle out of a total of 83 offerings launched…
Schorsch SPAC fails to get off the ground
The Nicholas Schorsch-backed SPAC — the leisure business-focused G&P Acquisition Corp. — failed to make an acquisition before its Nov. 15 deadline, requiring the company to liquidate and…
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest
In an environment of rising interest rates, net lease assets occupied by early childhood education centers are growing in popularity…
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