Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Educational Content Outshines
By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
Mr. Shanley brings more than two decades of experience in property acquisitions, structured finance, and ground lease investments.
Hines Private Wealth Solutions Completes More Than $1 Billion Across Seven DST Offerings
$199.8 million HREX 7 DST offering delivered a high-quality, logistics investment opportunity to investors interested in a 1031 exchange.
Recent Blue Vault Research Releases
Blue Vault added new Individual Performance Pages – and data points – for seven Interval Funds and Tender Offer Funds
Recent News
CIM Buys Coors Field-Area Apartments
Connect CRE CIM has paid just over $100 million for luxury apartment towers in downtown Denver’s Arapahoe Square area near Coors Field. The 22-story tower, called X Social...
MacKenzie Realty Capital Announces Listing on Nasdaq
MacKenzie Realty Capital, Inc. is pleased to announce that the Company has received approval to list its common stock on the Capital Market tier of The Nasdaq Stock Market...
Jacques Chappuis Appointed President and CEO of PGIM
Prudential Financial, Inc. (NYSE: PRU) announced the appointment of Jacques Chappuis as president and CEO of PGIM, its $1.4 trillion global investment management business,...
J.P. Morgan REIT Acquires Logistics and Storage Portfolio in Tampa Area
J.P. Morgan Real Estate Income Trust, Inc. announced today the acquisition of a strategically positioned two-site, three-building infill logistics and storage portfolio...
Hayfin Expands US Presence with Chicago Office
Alternative Credit Investor Hayfin Capital Management has expanded in the US with a new office in Chicago. The alternative asset manager, which was majority acquired by...
How has the amount of fixed rate debt held as a percentage of total debt changed over the past year in the nontraded REIT industry?
Answer: As of June 30, 2024, the average amount of total debt that had a fixed rate for the top ten nontraded REITs was 71.7% compared to an average of 64.8% as of June 30,...
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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…
ADISA Publishes A Guide to DST 1031 Best Practices (2022)
ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the publication of A Guide to DST 1031 Best Practices (2022), a manual...
Ashford Securities Announces February 17, 2023 as Final Close Date for Braemar Hotels & Resorts Series E & Series M Preferred Stock Offering
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), today announced…
Carron Schmick: BV Summit 2023 – A Golden Opportunity
In this video, Carron Schmick (Ridgeline Private Wealth) explains why attending the 2023 Blue Vault Bowman Alts Summit is a golden opportunity for gathering aspects to build and manage an alternative investments practice, all in one place…
Ten Q3 2022 Nontraded BDC Individual Performance Pages Published
Ten Q3 2022 Nontraded BDC Individual Performance Pages Published The following Q3 2022 Nontraded BDC pages are now available to Blue Vault subscribers: Open BDCs -Apollo Debt Solutions BDC Q3 2022 -BlackRock Private Credit Fund Q3 2022 -Blackstone Private Credit Fund...
Richard Hillson: BV Summit 2023 Making Alts More Accessible
In this video clip, Richard Hillson (Hillson Consulting) explains the importance of attending the 2023 Blue Vault Summit to gain valuable knowledge and make alts more accessible to everyone…
October Total Returns to Continuously Offered NTRs Lowest Since March 2020
The 14 continuously offered nontraded REIT programs posted the lowest median returns for the group since March 2020, the beginning…











