Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Griffin Capital Fully-Subscribes $37 Million Multifamily DST in Gonzales, Louisiana
The property offers residents excellent proximity to major employers and walkability to a variety of shops and restaurants.
Recent News
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...
Blue Vault Nontraded REIT Q1 2025 Page Update 6-5-2025
Blue Vault will publish 38 NTR Individual Performance Reports (IPPs) for Q1 2025. Thirty-seven IPPs and the Limited Operations page are currently available (newly published...
Blackstone REIT has dominated the nontraded REIT sector in capital raising ($902.2 million in the fourth quarter of 2024) ever since it was introduced in late 2016. Which firm is currently second?
Answer: Apollo Reality Income Solutions, Inc. at $140.6 million in the fourth quarter of 2024. Discover...
Cove Capital Investments Announces It Has Fully Subscribed Its NorthPark Shopping Center Opportunity 78 Delaware Statutory Trust Offering in Monticello, AR
Cove Capital Investments Cove Capital Investments, LLC, a DST sponsor company that specializes in providing accredited investors access to debt-free investment options for...
More articles…
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…
Blackstone REIT Share Repurchases Approaching Quarterly Limits
Recent comments by industry experts have suggested that share repurchase requests by the common shareholders of continuously offered nontraded REITs may in the coming months exceed the limits contained in the REIT prospectuses.
Four Reasons Why Self-Storage has Performed Well in Inflationary Environments and Times of Recession
1. Potential Rental Benefits – The short-term month-to-month nature of self-storage leases permits leases to be reset to market rates potentially quicker than…
Nareit Reports Equity REITs Increase FFO Y-O-Y in Q3 2022
Some 81% of U.S. equity real estate investment trusts reported year-over-year increases in funds from operations during the third quarter…










