Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Strengthen Advisor Relationships: Elevate the Conversation Using Objections
Objections shouldn’t be the elephant in the room. They should be the conversation starters.
Sealy & Company Receives CoStar Award for 349,929 SF Lease in Lakeland
The industrial real estate sector continues to experience strong momentum nationwide, driven by sustained tenant demand, modern facility requirements, and the strategic importance of well-connected logistics markets.
Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s average distribution rate as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Cove Capital Investments, LLC Acquires 19 building Small Bay Industrial Property for Its Ponder Small Bay Industrial 101 DST
Cove Capital has acquired another Texas small bay industrial asset for its Cove Ponder Small Bay Industrial 101 DST offering.
Recent News
The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact
Johnathan Rickman | Blue Vault The best leaders are those who pay it forward. Rather than simply set a good example, they are driven to help pave the way for others’ future...
Capital Square Receives Zoning Approval for Mixed-Use Apartment and Hotel Project in Richmond, Virginia
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of multifamily communities,...
Q2 2024 NTR AND BDC Filing Deadline: August 14, 2024
The SEC deadline for Q2 2024 quarterly financial report filings was August 14, 2024. Blue Vault begins processing data and preparing individual performance reports as...
Inland Delivers 1.48x Equity Multiple to Investors with a Student Housing Sale Near Texas State University
Inland Real Estate Group Inland Private Capital Corporation (“IPC”), an industry leading real estate investment manager, today announced the sale of Uptown Square, an...
Bluerock Market Compass 2024 Mid-Year Outlook
Bluerock Download the Mid-Year Outlook Here>> Executive Summary Macroeconomic Outlook • Bluerock’s 2024 full year outlook of declining inflation and moderating...
How many nontraded BDCs had debt investment portfolios with 100% floating rates as of March 31, 2024?
Answer: Of the twenty-two active nontraded BDCs as of March 31, 2024, seven reported that their debt investment portfolios were 100% at floating rates, with six others...
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SmartStop Founder and CEO H. Michael Schwartz to Keynote the Canadian Self Storage Association’s 17th Annual Eastern Canadian Conference in Toronto
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company…
CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations
CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations October 4, 2022 | Diana Britton | WealthManagement.com Alex Cavalieri, the co-founder and former head of strategy at Advisor I/O (formerly Seven Group), has left the financial advisor...
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally October 4, 2022 | iCapital® Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform...
Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022?
Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022? Answer: Bluerock Residential Growth REIT (“BRG”) will merge with an affiliate of Blackstone Inc. The merger...
Commercial Real Estate vs S&P 500
In this video, John Chang (Senior VP, Director Research Services for Marcus & Millichap), addresses the following issues…
CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors
CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors September 29, 2022 | CAIS CAIS, the leading alternative investment marketplace for independent financial advisors, today announced the final agenda for its inaugural...
SS&C Rolls Out Unified SS&C Blue Prism Intelligent Automation Platform
SS&C Rolls Out Unified SS&C Blue Prism Intelligent Automation Platform October 3, 2022 | SS&C SS&C Technologies Holdings, Inc.(Nasdaq: SSNC) today announced at its SS&C Deliver Conference the rollout of its intelligent automation portfolio under...
ExchangeRight Offering Achieves 132.28 to 147.89 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 its $66.57 million Net-Leased Portfolio…
Global Property Fund Returns Remained Strong despite Regional Divergence
Global real estate funds delivered another positive performance in the second quarter of 2022. A quarterly fund-level total return of 4.0 percent saw the annual…
Blackstone Remains the Best Alts Marketer, but Millennium and Apollo Are Closing In
Alternative investment managers appear to be quickly catching up to the marketing expertise of traditional firms…










