Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
Madison Communities Acquires Venture at Long Shoals, an 86-Unit Luxury Multifamily Community in the Asheville MSA
The acquisition closed Nov. 25, reinforcing Madison’s footprint among the most in-demand apartments in Asheville and the surrounding region.
Based on the nontraded REITs tracked by Blue Vault, which offering had the highest distribution rate for their I shares in the third quarter of 2025?
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Recent News
Strategic Storage Trust VI Opens New Facility in Greater Toronto and Hamilton Area
Strategic Storage Trust VI, Inc., a publicly registered non-traded real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, Inc. (“SmartStop”),...
Greenwood Star Income and Growth Trust, Inc. Board Declares 6% Annualized Distribution
On November 5, 2024, Greenwood Star’s board of directors declared a distribution of $50.00 per Unit for the month of September, reflecting a targeted annualized...
Inside the V(ALT), with Warren Thomas
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Blue Vault Q2 2024 NTR & BDC Full Industry Reviews Now Available
The Q2 2024 NTR Industry Review includes the following 36 Nontraded REIT Individual Performance Pages (IPPs)† and provides data for four additional REITs with limited...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-19-2024
Blue Vault will publish 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and provide data for four additional REITs with limited operations. These 35 NTR...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-10-2024
Blue Vault will publish 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and provide data for four additional REITs with limited operations. These twenty...
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Gladstone Commercial Provides a Business Update
Gladstone Commercial Corporation (Nasdaq:GOOD) (“we” or “Gladstone Commercial”) is a real estate investment trust (“REIT”) focused on acquiring…
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…










