Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Peachtree Group Expands Hotel Management Portfolio with Six New Properties
Peachtree Group’s hospitality management division manages hotels across leading brands and markets nationwide.
Brookfield and Angel Oak Complete Strategic Partnership Transaction
The partnership will accelerate Angel Oak’s growth while reinforcing Brookfield’s strategy of combining best-in-class credit managers alongside its direct investment capabilities.
SEI Announces Strategic Partnership with Graphene
SEI wealth platform to drive growth for U.K. wealth infrastructure provider.
Demand for Private Real Estate Indexing Surges as Advisers Seek Diversification Amid High Equity Market Valuations
Accordant ODCE Index Fund sees strong adoption as advisers turn to institutional private real estate for inflation protection and stability.
Recent News
Are Alts a Good Strategy for My Client? Find Out at Alts Summit 2024!
Johnathan Rickman | Blue Vault With 60/40 portfolios beholden to market movements and the current high-rate environment, financial advisors are looking for new ways to...
Capital Square Delivers 146.60% Total Return* to Investors in California Retail DST
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Collecting Intent Signals From Financial Advisors
Marketing Intent In the dynamic world of alternative investments, understanding financial advisors’ intentions can be the key to success. Are you paying attention to the...
Blue Vault’s Research Coverage of Interval Funds
James Sprow | Blue Vault Blue Vault’s Interval Fund Research Blue Vault currently provides research reports on all interval funds of significant portfolio size, usually a...
Blue Vault Q3 2023 Individual Performance Page Update 01-08-2024
All Q3 2023 NTR Individual Performance Reports are now available for Blue Vault members to view (newly published pages are in bold font): American Healthcare REIT Q3 2023...
Update on Perpetual Non-Traded BDCs: Increasing Competition May Drive Performance Divergence Among BDCs
FitchRatings Recent Developments Rapid Growth: Perpetual non-traded business development companies (BDCs) have grown rapidly since Blackstone Private Credit Fund (BCRED) was...
More articles…
Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage
Automation and Alts: How Firms Use Automation to Gain a Competitive Advantage September 28, 2021 | James Sprow A Blue Vault ALTSTECH Series Webinar September 9, 2021 Panelists: Bill Robbins, CEO of WealthForge Drew Jackson, President and CEO of Concorde Investment...
Blackstone To Sell The Cosmopolitan Of Las Vegas For $5.65 Billion
MGM Resorts International will acquire the operations of The Cosmopolitan, the luxury casino and hotel on the Las Vegas Strip, for $1.625 billion from private equity…
Self-Storage Demand Is Booming, Generating Huge Gains For Investors
Buoyed by elevated migration, business disruptions and life changes brought on by the coronavirus pandemic, the self-storage market enjoyed major gains in 2021…
Multifamily Leasing Performance in August Exceeds Pre-pandemic Levels
A strong recovery in multifamily leasing occurred in August 2021, compared not only to the prior year but also to August 2019…
Which new nontraded REIT filed its IPO on March 31, 2021?
Which new nontraded REIT filed its IPO on March 31, 2021?
ANSWER: Invesco Real Estate Income Trust Inc. filed an IPO in the amount of $3 billion on March 31, 2021.
Which continuously offered nontraded REIT transitioned from a daily NAV REIT to a monthly NAV REIT in 2020 and owns 122 properties that were 98.7% occupied as of June 30, 2021?
Which continuously offered nontraded REIT transitioned from a daily NAV REIT to a monthly NAV REIT in 2020 and owns 122 properties that were 98.7% occupied as of June 30, 2021?
Commercial Real Estate Shows Resiliency & Remains a Standard in Retirement Plan Portfolios
Jeffrey Snyder of BRN AM discusses with Matthew Warner from Manulife Investment Management, Calvin Schnure from NAREIT, Mackenzie Clouse from Situs AMC, and Aki Dellaportas…
How the Labor Market Impacts Commercial Real Estate
Click here to watch a presentation from John Chang, Senior Vice President, Director of Research Services for Marcus and Millichamp…
InvenTrust Investor Presentation September 2021
On September 20, 2021, the Board of Directors of InvenTrust Properties Corp. announced its intention to both pursue a listing of its shares on the New York…
Retail Sales
Shoppers remained active at the end of the summer, driven by online spending and back-to-school sales. Overall, core retail sales…










