Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Capital Square Successfully Completes Three DST Offerings Totaling $396 Million*
The completion reflects increased investor demand for tax-advantaged, institutional-quality multifamily real estate.
AI Is Power Hungry: Invest Now In Energy And Infrastructure
The U.S. leads the world in data center space, especially in places like Northern Virginia, Dallas, Chicago, Silicon Valley, and Phoenix.
Eagle Point Holds Final Close on its Defensive Income Fund III, Exceeding its Original Hard Cap
DIF III exceeded its target of $400 million and original hard cap of $500 million.
The Essential Income REIT Achieves 10.42% Tax-Equivalent Yield on 2025 Distributions
Exact tax-equivalent yield will vary depending on an investor’s actual federal and state tax bracket and closing date.
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Recent News
Vistra strengthens U.S. Fund Solutions team with strategic hires, signaling continued growth and investment in North America
Vistra Vistra, a leading global provider of essential business services, today announced three new VP appointments to its U.S. Funds Solutions team – Alex McGillivary, Ira...
Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Answer: In the first quarter of 2025, Blue Owl Technology Income Corp. had the highest redemption rate at 3.28%. Discover...
Tender Offer Funds See Strong Capital Raise, Private Equity Push in Late 2024
Johnathan Rickman | Blue Vault The universe of tender offer funds tracked by Blue Vault raised $8.63 billion in the second half of 2024, with the five largest fundraisers...
Inside the Vault: An Exclusive Look at Individual Performance
Johnathan Rickman | Blue Vault For the last 15 years, Blue Vault has helped wealth advisors navigate the alts space with clarity and confidence by gathering and reporting on...
ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight ExchangeRight Managing Partner Joshua Ungerecht is featured in the June issue of Real Assets Adviser with a new article, “How necessity-based real estate...
Blue Vault Q1 2025 Full Nontraded BDC Industry Review is Published
The Q1 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The full review looks at industry statistics such as total assets, historical...
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Charles West: What Keeps an Advisor, Who is New to Alts, Up at Night?
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Charles West (Endurance Financial) describes some concerns…
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…
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