Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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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Sealy & Company Earns BOMA 360 Designation for Kickapoo Road Industrial Asset
This recognition reflects Sealy & Company’s commitment to disciplined operations, ESG-focused management, and delivering institutional-quality performance across its national portfolio.
Inland Expands Senior Housing Platform, Secures $149 Million for Portfolio in Arizona, Missouri and Tennessee
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Recent News
How North Carolina’s Cornerstone Leverages Faith to Help its Clients Manage ‘Eternal Wealth’
Johnathan Rickman | Blue Vault Cornerstone Wealth Management, a Raleigh, NC-based financial services firm, was founded on of a leap of faith. Former pastor R. Floyd Green...
Inland and University Partners Form Strategic Student Housing Relationship
Inland Private Capital Corporation Inland Private Capital Corporation (“IPC”), an industry leading real estate investment manager, and University Partners, a leading owner...
Capital Square Fully Subscribes DST Offering of Manufactured Housing Community Holiday Park Near Tampa Florida
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Strategic Marketing Planning For Your Next Fund Launch
Marketing Intent Launching a new fund in the alternative investment space is an exciting venture, but it can quickly become overwhelming without a solid marketing strategy...
Communicate Your “Why”
Marketing Intent Communicate Your “Why” Understanding and communicating the fundamental reasons behind your firm’s investment strategy—the “why”—is not just beneficial,...
Bluerock Hires Alternatives Industry Veteran Julia Phillips as Chief Marketing Officer
Bluerock Bluerock announced today that it has hired industry veteran Julia Phillips to serve as Managing Director and Chief Marketing Officer. In this newly created...
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Hoteliers Look Forward to a Full Recovery
Hoteliers are poised for a full recovery from pandemic challenges with room rates within 3 percent of their all-time high and occupancy up…
Chad Clark: Risk Mitigation
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Chad Clark (Partner & Senior Advisor, Redemption…
Andrew Doughty: Types of Alternative Investments Used
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks…
Kevin Best: Benefits of the Blue Vault Database
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best…
Chad Clark: Building Relationships with Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks…
Andrew Doughty: Selecting Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) and…
Kevin Best on Client Relationships
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times…
CNB Custody: Alternative Asset Custody: Solutions To Your Biggest Issues
Blue Vault research subscribers can watch CNB Custody’s Blue Vault Bowman Alts Week 2022 presentation, featuring Michelle Thomas (Vice President, Marketing & Business Development).
Opportunity in Energy Corridor and Texas
The latest edition of THE RALPH BIVINS PROJECT podcast features an interview with Al Hartman of the Hartman family of non-traded…
iCapital: An Overview of Structured Products
An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined investment outcome, gain exposure to an asset class, or hedge existing positions. Read White...











