Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
The distribution is in addition to the current monthly tax-efficient annualized return, which is anchored in the performance and growth of the Essential Income REIT’s $1.3 billion portfolio of properties.
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
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Educational Content Outshines
By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
Recent News
MCGH Announces Multiyear Sponsorship Deal with PGA Tour Winner Jake Knapp
Madison Capital Group Madison Capital Group Holdings (MCGH), a leading vertically integrated real estate investment and development firm specializing in Multifamily,...
Louis F. Goodmon Named Director of Acquisitions for Madison Commercial
Madison Commercial Madison Commercial has appointed Louis F. Goodmon as the Director of Acquisitions. He will lead efforts to identify and secure net leased assets in the...
Can a ‘financial X-ray’ help advisors address client financial literacy?
David Kitai | Wealth Professional Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of...
Blue Vault Publishes Q1 2024 Nontraded BDC Industry Review
The Q1 2024 Nontraded BDC Industry Review is now published. The BDC Review includes these 22 Individual Performance Pages (IPPs) (bold font indicates IPPs published since...
Randy Anderson and Carly Hoeler Named Chair and Vice-Chair of the Blue Vault Educational Board
Blue Vault Blue Vault, a leading provider of alternative investment data and analysis, today announced the appointment of Randy Anderson, Ph.D., CRE, Partner, Real Assets at...
Madison Capital Markets Successfully Closes Go Store It Orlando DST: A Prime Self-Storage Investment in the Heart of Central Florida
Madison Capital Markets Madison Capital Markets, an affiliate of Madison Capital Group, successfully closed the Go Store It Orlando DST, a Delaware statutory trust...
More articles…
Research Video: How The Pandemic Impacted CRE Property Types
In this video, John Chang, Senior VP, Director Research Services for Marcus & Millichap, addresses the following issues…
UMB: Areas of Focus
In this video clip, Amy Small explains the main areas of focus for UMB during her panel…
The Interesting Effects of Changes in Discount Rates and Cap Rate Assumptions on NAVs
A recent article on the differences in appraised values that a certain ex-president owner of commercial property has reported to his mortgage bankers…
Which alternative investment platform will be raising $1 billion for a private REIT investing in single-family rental homes in partnership with HomeSource Operations, LLC?
Which alternative investment platform will be raising $1 billion for a private REIT investing in single-family rental homes in partnership with HomeSource Operations, LLC? Answer: NexPoint Real Estate Advisers will partner with HomeSource Operations, LLC, in the new...
Urban Catalyst: Success with OZ in California
Erik Hayden (Founder & CEO of Urban Catalyst) explains to Stacy Chitty (Managing Partner of Blue Vault) what OZ are and what makes…
What does investor servicing and transfer agency cost for a non-traded REIT or BDC?
What does investor servicing and transfer agency cost for a non-traded REIT or BDC? May 31, 2022 | Mike Huisman | UMB In my role leading UMB’s transfer agency, alternatives sponsors call me and say, “Here’s an NDA; let’s talk pricing for this non-traded REIT (NTR) or...
How has the total assets under management (AUM) for all nontraded REITs grown since 2014?
How has the total assets under management (AUM) for all nontraded REITs grown since 2014? Answer: Total AUM for all active nontraded REITs has grown from $87.1 billion in 2014 to $185.5 billion as of December 31, 2021, or...
CatchMark Timber to Be Acquired by PotlatchDeltic
Shares of CatchMark Timber Trust Inc. CTT shot up 27.7% in premarket trading Tuesday, after the timberlands investment company…
Capital Square’s First Opportunity Zone Development Achieves 97% Occupancy Just Months After Completion
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of…
Inland Private Capital Corporation Announces Grand Opening of a Newly Developed Class A Multifamily Property in Downtown St. Paul
The Arlow on Kellogg is located across the street from the Xcel Energy Center arena…











