Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CIM Group Completes Coro 168-unit Apartment Community in West Adams Neighborhood of Los Angeles
For more than 20 years, CIM Group has acquired and developed real estate and infrastructure assets across communities now designated as Opportunity Zones.
SEI Reports Fourth-Quarter 2025 Financial Results
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
As of September 30, 2025, which nontraded REIT tracked by Blue Vault had the most assets under management?
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Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
Many DST investors chose to retain this high-performing property and obtain other REIT benefits by participating in the UPREIT transaction.
Recent News
How has the debt maturity schedule for the nontraded REIT industry changed over the past two years?
Answer: As of March 31, 2022, approximately 18.3% of total debt outstanding in the nontraded REIT industry was maturing within two years, with 31.0% maturing within three...
Investor Relations for Global Funds
David Fisher | Phoenix American Investor relations are a vital component of the success of any global fund. Effective investor relations involves more than just regular...
ElmTree Funds Announces New Early Investor Incentive Program
ElmTree Funds ElmTree Funds, a leading private equity real estate firm with an established track record in the commercial real estate net-lease sector, announced today an...
KKR Acquires Portfolio of Six Class A Industrial Warehouses Across the U.S.
KKR KKR, a leading global investment firm, today announced that KKR has acquired a portfolio of six well-located, Class A industrial logistics properties in major U.S....
Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports
Blue Vault will publish 23* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2024. The following ten IPPs were published today and are available to Blue Vault...
The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact
Johnathan Rickman | Blue Vault The best leaders are those who pay it forward. Rather than simply set a good example, they are driven to help pave the way for others’ future...
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The Housing Shortage Is Going to Get Worse
The Federal Reserve’s increase in its overnight rate for the third time this year in mid-June led to an increase in the average rate…
Independence Day Message from Blue Vault
July 1, 2022 Blue Vault offices will close at 1pm on Friday, July 1st in observance of Independence Day and reopen with normal business hours on Tuesday, July 5th. Have a safe Independence Day...
Total Assets for Open Nontraded REIT Programs at $150 Billion
Total Assets for Open Nontraded REIT Programs at $150 Billion July 1, 2022 As of March 31, 2022, the total assets owned by those perpetual nontraded REIT programs that are raising equity capital approached $150 billion ($149.96 billion), up from $137.9 billion as of...
Research Brief: Housing
Prospective buyers deterred by decade-high mortgage rates. The Fed increased its overnight rate for a third time this…
Total Assets for Open Nontraded REIT Programs at $150 Billion
As of March 31, 2022, the total assets owned by those perpetual nontraded REIT programs that are raising equity capital…
Rising Interest Rates, Inflation Lead Investors to Reassess Which CRE Assets to Pursue
Multifamily and industrial continue to be in demand among commercial real estate investors, in spite of the new challenges…
Continuously Offered Nontraded REITs Maintain Positive Returns in May
Eleven of the thirteen continuously offered non traded REIT programs reported increases in their net asset values per share in…
As Housing Demand Softens, Could Building Prices Finally Peak?
Given rising interest rates, housing demand is slowing, according to the National Association of Home Builders (NAHB), which…
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced Document APIs, and automated Order Entry will help to tackle challenges and improve advisor...
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022?
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022? Answer: The median return for the 13 continuously offered nontraded REITs in May 2022 was +0.94% and the...










