Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Of all the nontraded BDCs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Your Market Perspective Can’t Wait
In this fast-paced space, timing is crucial, and sharing your market perspective at the right moment can make all the difference.
Peachtree Group Surpasses $2 Billion in Private Credit Transactions for 2025
$1.1 billion in hotel lending underscores Peachtree’s strength as the sector’s preferred capital partner.
Preferred Stock: Basics, Benefits, and Risks
Preferred stock is a class of shares that are senior to common stock and thus give the holder priority on dividend payments and assets over common shareholders.
Recent News
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...
The Importance of Consistent Communication in Financial Advisor Relationships
Marketing Intent In the world of alternative investments, visibility is key. However, staying consistently in front of financial advisors is a challenge that many firms...
Michael Kitces to Headline the Blue Vault Alts Summit 2025
Blue Vault Blue Vault today announced that renowned speaker, educator, and financial planner Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will...
Need for Recession-Resilient Income Drives Full Subscription of ExchangeRight’s $82.28 Million Offering
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors seeking stable, passive...
BlueGate Boat & RV Storage Names JC Reed as Chief Operating Officer
BlueGate Boat & RV Storage BlueGate Boat & RV Storage, an affiliate of Madison Capital Group and a leading provider of high-quality boat and RV storage solutions,...
More articles…
Louis Rogers: 506(c) Stocks & Mutual Funds vs. Reg D
In this clip from Alts Week 2022, Louis Rogers (Capital Square) gives his thoughts on what is required for 506(c) vs. Reg D…
Update on Bluerock’s Interval Fund
In this video clip from Alts Week 2022, Josh Hoffman (President, BVEX Managing Director, Marketing and Due…
ExchangeRight’s 2021 Performance Update
In this video clip from Alts Week 2022, Warren Thomas (Managing Partner for Exchange Right) gives a 2021 performance update…
Bluerock’s Sale to Blackstone
In this video clip from Alts Week 2022, Josh Hoffman (President, BVEX Managing Director, Marketing & Due Diligence for…
Hines Global Pays $145M for Houston Tower
In a $145 million deal, Hines Global Income Trust, a division of Hines, has acquired 200 Park Place, a 206,000-square-foot…
Cantor Fitzgerald Income Trust, Inc. Closes $118 Million Dollars in Real Estate Related Acquisitions
Chris Milner, President of CF Income Trust, stated, “We have been active, thus far in 2022, and continue to execute on our high conviction themes of acquiring well-located multifamily properties and net lease assets with strong tenants.”
JLL Income Property Trust Acquires Retail Center in Durham, NC
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with…
How 721 Exchanges Can Be Used as an Exit Strategy for Delaware Statutory Trust 1031 Exchanges
How 721 Exchanges Can Be Used as an Exit Strategy for Delaware Statutory Trust 1031 Exchanges July 25, 2022 | Dwight Kay | WealthManagement This structure allows holders of real estate to exchange real property for economic interest in the REIT in the form of...
Has CRE Momentum Shifted to the Suburbs?
In this video, John Chang, Senior VP Director of Research Services for Marcus & Millichap, discusses the following points…
Altigo Surpasses $2B in Transactions
A key benefit that sets Altigo apart from other platforms is the team behind it and its commitment to client experience.











