Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Guide the Journey or Rush the Sale
When advisors feel like they’re part of your journey, they’re much more likely to stick around for the long haul.
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
Consistent Producers or One-Hit Wonder
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
Blue Vault has tracked performance data for nontraded REITs since 1990. Based on the funds we have covered over the years, how much gross capital has the nontraded REIT industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
CAIS, Nitrogen Events Highlight Growth Strategies
Timothy Welsh | Think Advisor The action today in wealth management is in the alternative investing space. Case in point: The CAIS Alternative Investment Summit recently...
Leitbox Storage Partners Provides Update on Financing Structure
Leitbox Storage Partners LLC announced today that all its secured loans on self-storage investments are 100% fixed-rate instruments. The company seeks to employ favorable...
A Perspective on the Current Trend in CRE Cap Rates
James Sprow | Blue Vault Introduction Back in August 2023, Blue Vault published an article entitled “A Curious Look at Commercial Real Estate Cap Rates.” In that article, we...
Abacus Life Launches New Wealth Division – ABL Wealth – in Association with Dynasty Financial Partners
Abacus Life Settlements Abacus Life, Inc. (“Abacus” or the “Company”) (NASDAQ: ABL), a leading buyer of life insurance policies and vertically-integrated alternative asset...
Guidehouse, Leading Global Provider of Consulting Services, to be Acquired by Bain Capital Private Equity
Bain Capital Guidehouse, (“Guidehouse”, or the “Company”), a leading global provider of consulting services to the public sector and commercial markets, today announced that...
Prospect Capital Schedules First Fiscal Quarter Earnings Release and Conference Call
Prospect Capital Prospect Capital Corporation (NASDAQ: PSEC) (the “Company”) today announced it expects to file with the Securities and Exchange Commission its report on...
More articles…
Blackstone REIT to Acquire Home Partners of America for $6 Billion
Blackstone Real Estate Income Trust Inc. will pay $6.0 billion to buy single-family rental homes company…
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…
U.S. Economy Is Bouncing Back From Covid-19. Now Foreign Investors Are Rushing In.
The extraordinary recovery of the U.S. economy is likely to make the country the world’s top destination for overseas investment this year and next, according to new…
Prospect Capital Funds $55 Million First Lien Senior Secured Floating Rate Term Loan to Enseo
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”) announced today that Prospect has funded a $55 million first lien senior secured floating…
Which real estate infrastructure owner, operator, lender and developer has over 1,000 employees in nine corporate offices and manages $29.2 billion in assets?
Answer: CIM Group, founded in 1994 in Southern California. The firm manages three public programs…
Continuously Offered Nontraded REITs Continue Strong Performance in May
The continuously offered nontraded REITs have shown impressive increases in estimated Net Asset Values (NAVs) so far…
Cottonwood Hires Thayer Gallison as SVP of Capital Markets, Head of Product Strategy
CW Markets Group, a branch office of Orchard Securities, the capital markets division and wholesale distribution arm of Cottonwood Communities, Inc….
Griffin Capital Company Announces Partnership with iCapital Network®, Leading Fintech Platform
Griffin Capital Company Announces Partnership with iCapital Network®, Leading Fintech Platform June 16, 2021 Partnership Enhances Advisor Access to Griffin Capital’s Alternative Investment Solutions El Segundo, Calif. (June 16, 2021) – Griffin Capital Company, LLC...
June retail market: US sales drop below expectations; 4 new bankruptcies
U.S. retail sales fell in May as stores in several categories reported less business than the prior month, though industry watchers remain optimistic about
SmartStop Self Storage REIT Recommends Rejection of 3rd Party Tender Offer
The Board of Directors (the “Board”) of SmartStop Self Storage REIT, Inc. (the “Company”) unanimously recommends that you IGNORE the materials that











