Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management
In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.
Of the 18 open nontraded REITs tracked by Blue Vault, how many of those in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four quarters?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
Recent News
Leitbox Storage Partners LLC Closes Joint Venture With Top Institutional Investor, Establishes Programmatic Investment Opportunity for Leitbox Investors
Leitbox Storage Partners Leitbox Storage Partners LLC is pleased to announce a joint venture between Leitbox Portfolio Partners Self-Storage Fund II (“LB02”) and one of the...
Knowledge is the Key to Unlocking Advisor Success, Says Madrona Financial Founder Brian Evans
Johnathan Rickman | Blue Vault Unwavering curiosity and a drive to continue learning is the key that helped unlock Brian Evans’ success as a financial advisor and business...
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...
Bluerock Enters into Definitive Agreement for Investment in and Strategic Partnership with The Townsend Group
Bluerock Bluerock has announced that it has entered into a definitive agreement for an investment in, and strategic partnership plans with The Townsend Group (“Townsend”)....
Humanizing Your Sales Team
Marketing Intent Is your sales team merely a faceless entity behind emails and phone calls? In the world of alternative investments, establishing personal connections with...
Griffin Capital Welcomes Paul DeMartini as Chief Investment Officer
Griffin Capital Company Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, is pleased to announce the appointment of Paul...
More articles…
Actionable Insights: Three things to watch to find the market bottom
Actionable Insights: Three things to watch to find the market bottom March 9, 2022 | Anastasia Amoroso | iCapital It is too soon in our view to call a market bottom given heightened geopolitical and economic uncertainty. A turnaround will require the emergence of...
ExchangeRight Takes Twenty-Third Portfolio Full Cycle
ExchangeRight, one of the nation’s leaders in diversified real estate investments and strategies, announced that it has completed its 23rd full-cycle event…
US Hotel Performance Mildly Improves in February
According to a newly released report from hospitality insights and analytics company STR, the U.S. hotel industry achieved better…
San Francisco Rents Barely Changed During Covid Housing Boom
San Francisco and San Jose’s rents are little changed compared with two years ago, a sharp contrast with red-hot markets such…
Strategic Storage Trust VI’s $1.0 Billion Initial Public Offering Declared Effective by the Securities and Exchange Commission
Strategic Storage Trust VI, Inc. (“SST VI”), a public non‐traded real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, Inc…
Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts
Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts March 22, 2022 | Heather Acey | WealthForge Altigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the...
Capital Square promotes James Brunger to CSO
Henrico-based real estate firm Capital Square has promoted James Brunger to chief sales officer, the firm announced March 17…
What the Fed Rate Hike Means for Real Estate Investors
In this video, John Chang, Senior Vice President, Director Research Services for Marcus & Millichap answers the following questions…
2022 North American Hospitality Investment Forecast
Will a Rebound in Travel Accelerate the Hotel Recovery in 2022?
Trends and Outlooks for 16 Regions Across the U.S. and Canada…
Leitbox Storage Partners Acquires Interest in Two Rhode Island Storage Facilities
“These acquisitions hit on two strategic criteria for Leitbox, an underserved market and below market rates. We are thrilled to be entering this new market…”











