Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
Stay informed about alts
Subscribe to our free emails
Recent News
Inside the V(ALT), with Warren Thomas
Sorry, but you do not have permission to view this content.
Leitbox Portfolio Partners Fund II Announces Successful Sale of Winston-Salem Asset
Newswire | Leitbox Leitbox Portfolio Partners Fund II (“Leitbox II”) is proud to announce the successful sale of its Winston-Salem self-storage property. The property,...
Prospect Capital Marks 20 Years as a Leader in Private Debt and Equity for U.S. Middle-Market Companies, with Over $20 Billion Invested
Prospect Capital Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”) announced Prospect has surpassed its 20th anniversary as one of the largest ($7.9 billion in total...
Continuous Offering NTR NAV and Return Data
Zach Mersmann | Blue Vault Ten of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in August 2024. The six...
Register for Alts Day: A Free Mini-Summit for Advisors
Johnathan Rickman | Blue Vault Looking to brush up on your alts knowledge but are short on dollars and downtime? Blue Vault has you covered! Join us on Wednesday, November...
Demand for ExchangeRight’s All-Cash DSTs Leads to Full Subscription of a $22.9 Million Portfolio
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors seeking the advantages...
More articles…
Rick Murphy: A Day in the Life of a Broker Dealer
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP for Berthel Fisher) explains…
Advisor, Karlton Kleis: Shotgun to Rifle Approach with Alts during Economic Uncertainty
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Karlton Kleis (Managing Director…
Advisor, Rick Murphy: Alts Concerns in Current Economic Environment
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP, Berthel Fisher) describes…
Blackstone’s Profit Falters as Rising Rates Chill Dealmaking
Blackstone Inc.’s third-quarter profit faltered as wild markets and rising borrowing costs chilled the pace…
Fed Says Economy Grew Modestly But Recession Worry Dims Outlook
The Federal Reserve sounded a note of caution on the US economy, which expanded “modestly” through early October…
Rate Caps Costs Soar Even Higher
In late May of this year, the signs were already rising with the dry hot sun of interest rate increases…
Logistics real estate market moderating, but rents going higher
Logistics real estate operator Prologis Inc. pulled in 2022 financial forecasts on Wednesday as its base case now assumes…
U.S. existing home sales slide again in September
U.S. existing home sales dropped for an eighth straight month in September as surging mortgage rates and still-elevated…
How Rising Interest Rates Affect NTR Variable Rate Debt
Much of the variable rate debt used by nontraded REITs is tied to SOFR, the Secured Overnight Financing Rate…
ExchangeRight’s Full-Cycle Event Provides Investors with 6.81 to 7.63 Percent Total Annual Returns
ExchangeRight’s Full-Cycle Event Provides Investors with 6.81 to 7.63 Percent Total Annual Returns October 20, 2022 | ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has brought its $46.84 million...
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
