Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
In his capacity as Senior Vice President – Government Relations, Mr. Wagner serves on numerous real estate industry and governmental boards and committees.
Retirement Plans: The Next Big Move for Alts
As alternative investments enter the retirement plan space, it’s not just about product structure or regulatory readiness. It’s also in understanding and connecting with an entirely new set of audiences.
Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Recent News
Relatability, ‘Greater Good’ Investments Help Frontier Build Its Client Base
Johnathan Rickman | Blue Vault Creating trust with clients through relatability and working with alternative investments that serve a higher purpose is the formula helping...
John Hancock Closed-End Funds Declare Monthly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: May 1,...
Peachtree Group Announces Senior-Level Promotions
Peachtree Group | Business Wire Peachtree Group announces several senior-level promotions to support its strategic business initiatives. “We are delighted to announce our...
Private Wealth Is Heading To Alternatives—What’s Driving It And Where Is It Going?
Michelle Fuller | Manulife Investment Management Alternatives have been the preserve of institutional investors for decades but now, more than at any other time, a...
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...
More articles…
Starwood Real Estate Income Trust Declares December 2021 Distributions
On December 30, 2021, the Company declared distributions for each class of its common stock in the amount per share set forth below…
NexPoint Extends Offer to Purchase Up to All Shares of United Development Funding IV
On January 8, 2021, UDFI announced that it had reduced the percentage of outstanding Shares that a shareholder may own from 9.8% to 5.0%.
Where Did Blackstone REIT Invest in Q4 2021?
Blackstone Real Estate Income Trust (“BREIT”) is by far the largest nontraded REIT program. As of September 30, 2021, the REIT had total…
iCapital Network announces latest funding round led by WestCap
iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investments for the…
SmartStop Asset Management Completes Successful Liquidity Event for DST Investors, Delivers 143% Total Return
SmartStop Asset Management (“SmartStop”) affiliate Strategic 1031 Properties announced today the sale of the Class A student housing..
Strategic Wireless Acquires Indiana Cell Tower Portfolio
The towers are less than five years old and are located along the newly constructed interstate I-69 that connects Indianapolis to Evansville.
Which continuously-offered nontraded REIT led all others for total return in September 2021?
Which continuously-offered nontraded REIT led all others for total return in September 2021?
Which industrial-focused nontraded REIT posted a 14.13% increase in NAV for its Class I shares YTD through September 2021?
Which industrial-focused nontraded REIT posted a 14.13% increase in NAV for its Class I shares YTD through September 2021?
Capital Square 1031 Acquires Recently Constructed 200-Unit Multifamily Community Near Richmond
Capital Square 1031, a leading sponsor of Delaware statutory trust (DST) offerings for Section 1031 exchange and other accredited investors, announced…
Brookfield REIT Buys DreamWorks Campus for $327M
Brookfield REIT has acquired the DreamWorks Animation Campus in Glendale, California, for $326.5 million from a joint…









