Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Recent News
Overmoon Raises $80M, Launches Tax-Deferred Exchange Program for Qualified Vacation Home Owners to Defer Taxes and Enhance Returns
Overmoon Overmoon, a tech-enabled vacation rental platform, today announced $80M in equity and debt funding from NFX, Khosla Ventures, Camber Creek, 1Sharpe, Sunsar Capital,...
Including Due Diligence Officers Is Crucial For Your Marketing Strategy
Marketing Intent Including Due Diligence Officers is Crucial for Your Marketing Strategy Building and nurturing relationships with due diligence (DD) officers is often...
Cantor Fitzgerald Infrastructure Fund Announces Fourth Quarter 2023 Distribution
Cantor Fitzgerald Cantor Fitzgerald Infrastructure Fund (the “Fund”) announced a fourth-quarter distribution of $0.0753 per Class A share (NASDAQ: CAFIX), $0.0748 per Class...
Blue Vault Interval and Tender Offer Fund Individual Performance Pages Published
These Interval Fund and Tender Offer Fund Individual Performance Pages are now available for Blue Vault members to view: Interval Funds ACAP Strategic Fund September 30,...
Inland Real Estate Investment Corporation Announces the Retirement of its President and CEO Mitchell A. Sabshon and the Appointment of Keith Lampi as Successor Effective February 1, 2024
Keith Lampi Inland Real Estate Investment Corporation Inland Real Estate Investment Corporation (“Inland Investments” or “the Company”) one of the nation’s largest...
LODAS Markets Partners with Silver Star Properties To Offer Investors Secondary Market Liquidity
LODAS Markets LODAS Markets announced today that Silver Star Properties REIT is now trading on LODASMarkets.com, joining nearly 40 securities currently offered on the...
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Healthcare Trust Announces Series A Preferred Stock Dividend
Healthcare Trust, Inc. (Nasdaq: HTIA) (“HTI”) announced today that it intends to continue to pay dividends on a quarterly basis…
Prospect Capital Corporation Announces Pricing of $300 Million of 3.437% Notes due 2028
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) announced today the pricing of $300 million in aggregate principal amount of 3.437% notes due 2028…
One-Third Of All Digital Retail Sales Will Be Fulfilled By Stores
Nearly a third of all digital retail transactions will be fulfilled by a physical bricks-and-mortar location, according to new research from Colliers, as more and…
Benefit Street Partners Realty Trust and Capstead Mortgage Corporation Amend Merger Agreement
Benefit Street Partners Realty Trust, Inc. (the “Company”), Rodeo Sub I, LLC, a wholly-owned subsidiary of the Company (“Merger Sub”), Capstead Mortgage Corporation…
InvenTrust Properties Corp. Closes on $750 Million Amended Unsecured Credit Facility
InvenTrust Properties Corp. (“InvenTrust”, “IVT” or the “Company”) today announced that it has closed on a $750 million amended unsecured credit facility…
Capital Square 1031 Acquires Newly Constructed, Luxury Multifamily Community in Downtown Chattanooga
Capital Square 1031, a leading sponsor of Delaware statutory trust (DST) offerings for 1031 exchange and other accredited investors, announced today the acquisition of 17 Broad…
Which developer of self storage properties uses a patented algorithm to identify sites for its developments?
Leitbox Storage Partners utilizes a proprietary algorithm (Leitbox Sitefinder) to identify supply and demand imbalances for self storage investment throughout the United States.
CIM Real Estate Finance, CIM Income NAV to Combine in Stock-for-Stock Deal
CIM Real Estate Finance Trust Inc. agreed to merge with CIM Income NAV Inc., a fellow nontraded real estate investment trust managed by CIM Group LLC’s affiliates, in a stock-for-stock transaction.
An Option for Streamlined Settlement of Private Placement Bonds
An Option for Streamlined Settlement of Private Placement Bonds September 1, 2021 | Tim Cook In conjunction with capital raises for a fund, sponsors may also issue bonds to the investors. In this situation, sponsors need a trustee and/or paying agent and an approach...
Which nontraded REIT that reported sales to Blue Vault raised the most capital in August 2021?
Black Creek Industrial REIT IV reported sales of $148.2 million in August 2021, up from $139.5 million in July, including DRIP proceeds…










