Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Griffin Capital Acquires Union Berkley Riverfront Apartments in Kansas City
The property features modern one- and two-bedroom residences with contemporary finishes, and the modern common area amenities that residents seek.
ExchangeRight Fully Subscribes $55.9M Net-Leased Portfolio 71 DST, Providing REIT Exit Optionality to Investors
Net-Leased Portfolio 71 DST is a closed offering and is not accepting new investors.
Monroe Capital Closes $6.1 Billion in New Investable Capital for its Private Credit Strategy
Monroe’s direct lending strategy emphasizes rigorous credit selection, robust structural protections, and active portfolio management, with a focus on capital preservation and attractive risk-adjusted returns.
Strike the Right Marketing Cadence with Frequency, Engagement, and Impact
Strategic frequency, paired with relevant, engaging content, consistently drives stronger relationships, higher engagement, and more meaningful brand recognition.
Recent News
Weekly Alts News Roundup: April 1, 2025
Welcome to our very first Weekly Alts News Roundup! Read on to learn the latest developments in the alts space. Top Story • LPL Financial to Acquire Commonwealth Financial...
ExchangeRight Appoints Jason Roland as Senior Vice President of the Mid-Atlantic Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased to announce the appointment of Jason...
Alts and Wealthtech: Evolution through Innovation
Johnathan Rickman | Blue Vault At Alts Summit 2025, renowned financial planner and educator Michael Kitces gave an eye-opening keynote speech that explored the intersection...
Technology, Education, and Real Estate: Top Topics at Alts Summit 2025
Johnathan Rickman | Blue Vault At Alts Summit 2025 earlier this month, 450+ people flocked to Frisco, Texas, for real-time alts learning and professional networking. We...
Comparing Corporate and Commercial Real Estate Private Credit
CIM Group What is Private Credit? In an era of fluctuating interest rates, investors seeking high current income have found themselves at a crossroads. Invest in traditional...
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that demand for the company’s...
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Blue Vault Publishes New Interval Fund Individual Pages
Blue Vault Publishes New Interval Fund Individual Pages The following Interval Fund Individual Performance Pages were published and are now available to Blue Vault research subscribers: -Angel Oak Strategic Credit Fund July 31, 2022 -City National Rochdale Select...
Advisor, Fred Hubler: BV Summit 2023 Highly Recommended
In this clip, advisor, Fred Hubler (Creative Capital Wealth Management Group) explains how Summit has helped his firm grow through the years & why he highly recommends…
TradeBacked: How Standardized Bar Codes Can Make Supply Chains More Transparent
Greater use of bar codes can make global supply chains more robust and enhance the ability to verify social and…
TradeBacked: Transparency Will Make Global Trade and Supply Chains More Resilient, Socially Responsible
We need to know more about who is involved and what is going on at all points in the supply chain process. Digitalization is key to…
Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs
Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs November 10, 2022 | James Sprow | Blue Vault One of the advantages of nontraded REIT investments is the lower volatility of valuations compared to listed REITs. The market value of listed REITs as indicated...
ExchangeRight DST Achieves 129.54 to 137.89 Percent Total Returns Including Return of Capital
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has brought…
Prospect Capital Announces September 2022 Results: $0.22 per Common Share Basic Net Investment Income and Stable Monthly $0.06 per Common Share Distributions
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) today announced financial results for our fiscal quarter ended…
Historical Real Estate Performance Before, During, and After U.S. Recessions
After experiencing two consecutive quarters of negative growth in the first half of 2022, U.S. real GDP grew by 2.6% in the third quarter…
Alternative Investments: Why Now is the Time
Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased news coverage and surveys, with headlines ranging from surging alts demand by financial advisors...
Gladstone Land Corporation Files for Public Offering of 5.00% Series E Cumulative Redeemable Preferred Stock
Gladstone Land Corporation (Nasdaq:LAND) (the “Company”) today announced that it has filed a new prospectus supplement with the U.S. Securities…









