Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
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Recent News
13 of the 16 NAV REITs had Positive Returns in May 2024
Zach Mersman | Blue Vault Eleven of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in February 2024. Four of the...
Blue Vault Performance Page Update 7-8-2024
For the period ending March 31, 2024, Blue Vault will publish 26 Interval Fund and 32 Tender Offer Fund Individual Performance Pages (IPPs). Twenty-four Interval Fund and...
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
Answer: FS Credit Real Estate Income Trust, Inc. provided Class I shareholders with an estimated 12-month total return thru February 2024 of...
ShopOne Announces CEO Transition
ShopOne Centers ShopOne Centers REIT Inc. (“ShopOne” or the “Company”), a vertically integrated U.S. shopping center investor, manager and operator, today announced that...
The Importance of Consistent Communication in Financial Advisor Relationships
Cherie Fournier | Marketing Intent In the world of alternative investments, visibility is key. However, staying consistently in front of financial advisors is a challenge...
Blue Vault Performance Page Update
These Interval Fund and Tender Offer Fund Individual Performance Pages (IPPs) are now available for Blue Vault members to view on the Blue Vault website. Newly added IPPs...
More articles…
Pacific Oak Opportunity Zone Fund I Closes with Approximately $118 Million in Total Assets
Pacific Oak Capital Advisors, a sponsor, and Pacific Oak Capital Markets, manager and distributor of real estate-focused…
Gladstone Land Acquires Olive Orchard in California
Gladstone Land Corporation (Nasdaq:LAND) (“Gladstone Land” or the “Company”) announced that it has acquired 1,374 gross…
iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes
iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes June 17, 2022 | iCapital After a hawkish Fed meeting, investors are rightly worried about what rate hikes may mean for growth, and what that might mean for portfolio positioning. We still see...
iCapital: Alternative Investments Compendium
iCapital: Alternative Investments Compendium June 21, 2022 | iCapital A comprehensive guide for understanding private capital markets, hedge funds, and cryptocurrency assets for Q1 2022. Get...
Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced today that…
Preferred Apartment Communities, Inc. Stockholders Approve Acquisition by Blackstone Real Estate Income Trust
Preferred Apartment Communities, Inc. (NYSE: APTS) (“PAC” or the “Company”) announced that, at the reconvened special…
Timing the Market Is Impossible
In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake…
Hines Global Income Trust Acquires Whole Foods-Anchored Property in Raleigh-Durham Market
Hines, the global real estate firm, today announced that Hines Global Income Trust (“HGIT”) has acquired Waverly Place, a…
‘Rapid Repricing’: Higher Interest Rates Slow CRE Deals, But Many Investors Won’t Be Deterred
Real estate debt investors have been enjoying favorable economic conditions for the last few years.
Despite the pandemic-fueled…
Publicly-traded REITs Weather a Repricing Period
REIT share prices have fallen as the broader stock market prices in interest rate hikes and the potential of a recession. But at the…
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