Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
Recent News
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...
Interval Funds Continue to Raise Capital
James Sprow | Blue Vault Interval funds have raised a total of over $16.5 billion YTD as of September 30, 2023, as reported by Blue Vault. There were 84 interval funds as...
Leitbox Storage Partners Announces New State-of-the-Art Facility in Vero Beach, Florida
Leitbox Storage Partners Leitbox Storage Partners, a self-storage investment and development platform based in Birmingham, Alabama, announced today the topping off of their...
Which continuously offered nontraded REIT program has posted the highest total return to Class I shareholders YTD through November 2023?
Answer: FS Credit Real Estate Income Trust, Inc. has reported a total return YTD to Class I common shareholders of 6.78%. Its distribution yield as of November 30, 2023 was...
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iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market
iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market Strengthens commitment to financial advisor education September 22, 2021 | iCapital Network iCapital Network1, the leading global financial technology...
Continuously Offered Nontraded REITs Have Excellent Returns in August
When it comes to volatility, the monthly total returns on the S&P 500 index was 3.90% compared to the standard deviation of the median returns on the continuously offered nontraded REITs was just 0.50%.
InPoint Commercial Real Estate Income, Inc. Announces Closing of Upsized Public Offering of Preferred Stock
The Company intends to contribute the net proceeds from the offering to its operating partnership, InPoint REIT Operating Partnership, LP…
Lightstone Real Estate Income Trust Renamed “Lightstone Value Plus REIT IV, Inc.”
On September 15, 2021, Lightstone Value Plus REIT IV, Inc. (the “Company”) filed Second Articles of Amendment to the Company’s Articles of Amendment…
InvenTrust Properties Corp. to Pursue a Listing on the New York Stock Exchange
InvenTrust Intends to Commence a $100 Million Modified “Dutch Auction” Tender Offer Concurrently with the NYSE Listing…
Which former nontraded REIT which has been a listed REIT is being acquired by PIMCO?
Columbia Property Trust, Inc. was formed in 2003 as a nontraded REIT then known as Wells Real Estate Investment Trust II, Inc., sponsored by Wells Capital Inc.
Capital Square Launches CSRA Opportunity Zone Fund VI to Develop Luxury, Mixed-Use Multifamily and Retail Property in Raleigh, N.C.
Capital Square, a leading sponsor of tax-advantaged real estate investments, announced today the launch of CSRA Opportunity Zone Fund VI, LLC…
Griffin Institutional Access® Real Estate Fund Announces Third Quarter Distribution
Griffin Capital Company, LLC announced today on behalf of Griffin Institutional Access Real Estate Fund (the “Fund”) a third quarter distribution of…
Bluerock Residential Growth REIT Weighs Sale or Recapitalization
Bluerock Residential Growth REIT Inc. hired an adviser as it weighs strategic options, including an outright sale or a recapitalization, Bloomberg News reported…
US Hotel Occupancy Drops Slightly from Past Week – STR
U.S. hotel performance for the week ended September 11 slightly declined from the previous week, but performance levels were solid on an absolute basis amid…











