Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Madison Capital Group Names Matt McCoy President of Madison Commercial
McCoy brings more than 25 years of real estate capital markets experience spanning more than $15 billion in equity, debt and advisory transactions.
Inland Investments Expands Advisor Support Through SEI Access Platform
Since inception, Inland Investments and its affiliates have completed 661 real estate investment programs serving more than 490,000 investors across all commercial real estate sectors.
Based on the open and active nontraded BDCs tracked by Blue Vault, which offering had the highest, or least optimal, YTD 2025 net investment income payout ratio as of June 30, 2025?
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Comparing Alts 1.0 to Alts 2.0
In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.
Recent News
Enhancing Collaboration With Compliance: Practical Steps For Success – Part Two
Marketing Intent In the first part of this blog series, we discussed the importance of building trust with your compliance team and how a positive relationship can...
Blue Gate Boat & RV Storage Acquires a Premier Outdoor RV and Boat Storage Facility in Chesapeake, Va.
Madison Capital Group Blue Gate Boat & RV Storage has closed on a premier outdoor RV and boat storage facility located at 1868 Mt Pleasant Road in Chesapeake, Va. This...
New ER Share Class Introduced for ExchangeRight’s Essential Income REIT
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that it has successfully launched a new...
If Not 60/40, What? Managers and FAs Weigh In
Ellen Sheng | FUNDFire Scrutiny of the conventional 60/40 portfolio has been intensifying at a time when investors and advisors are showing more interest in allocating to...
An Advisor’s Guide to Elections and the Markets
YCharts Are your clients asking how the presidential election could affect their investments? Every four years, speculation about the incoming president and their policies...
Leitbox Storage Partners, LLC Opens New Facility in Hilton Head, SC Second facility opened by Leitbox in Q1 2024
Leitbox Storage Partners Leitbox Storage Partners, LLC is pleased to announce the grand opening of a second self-storage facility in Bluffton, SC, right outside of Hilton...
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Keynote: We ALL Take Care of the Capital (Legendary Capital)
Blue Vault research subscribers can watch Legendary Capital’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Corey Maple (Chairman & CEO).
Complete Q1 2022 Nontraded BDC Industry Review Now Available in PDF Form
Complete Q1 2022 Nontraded BDC Industry Review Now Available in PDF Form In addition to the Individual Performance Pages listed below, the Industry Review includes industry highlights, capital market overview, and full-cycle BDC update. In addition, charts and graphs...
Updated! Published Q1 2022 Nontraded REIT and BDC Individual Performance Pages
List of Published Q1 2022 Nontraded REIT and BDC Individual Performance Pages The following Q1 2022 Nontraded REIT and BDC Individual Performance Page PDFs are now available to Blue Vault subscribers (newest pages in bold font): NTR -Ares Industrial Real Estate Income...
What percentage of single-family homes in the U.S. are owned by institutional investors?
What percentage of single-family homes in the U.S. are owned by institutional investors? Answer: Institutional investors own only about 2% of all single-family rentals in the United States, or roughly 300,000 homes, according to John Burns research director Rick...
Marcus & Millichap Research Brief: Self-Storage
Some pandemic-era demand drivers exhibit staying power. An abrupt switch by most traditionally office-using employers to remote schedules in 2020 translated…
Why REITs Should Be a Core Piece of Your Investing Strategy
The latest figures show inflation at 8.5%, the highest number since 1981. Today’s young investor has not been exposed to market volatility of this magnitude, which makes short-term…
Preferred Apartment Communities, Inc. Announces Adjournment of Special Meeting of Stockholders Until June 17, 2022
Preferred Apartment Communities, Inc. (NYSE: APTS) (“PAC” or the “Company”) announced that it adjourned today’s Special Meeting of Stockholders (the “Special Meeting”) until June 17, 2022…
Bloomberg Features Marcus & Millichap CEO Hessam Nadji
The forces driving real estate and the role the Fed will continue to play. Just a few of the issues addressed in this podcast…
Inside the V(ALT), with Urban Catalyst
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New BDC Entrants
In this video clip from the Blue Vault: 2021 Alternative Investment Industry webinar, Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses new BDC entrants and their capital raised…










