Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
Recent News
Capital Square Delivers 157.57% Total Return* to Investors in Raleigh Medical Building 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 multifamily communities,...
What percentage of outstanding debt principal was due before 2025 for those nontraded REITs in Blue Vault’s Q2 2023 NTR Review?
What percentage of outstanding debt principal was due before 2025 for those nontraded REITs in Blue Vault’s Q2 2023 NTR Review? Answer: The nontraded REITs in Blue...
The Trends in NTR Capital Raise from Q1 2023 to Q2 2023
James Sprow | Blue Vault The contrast between capital raised by nontraded REITs in the first quarter of 2023 and the second quarter of the year is marked significantly by...
Almonds and Pistachios: Great Snacks but Better Investments
Gold Leaf Farming In the realm of agricultural investments, almond and pistachio farmland has emerged as a high-value potential investment option, offering a unique...
Why “Done” Often Outweighs “Perfect”
Marketing Intent In marketing, a common struggle often arises: How do we strike a balance between perfection and getting something done? If you’ve ever found yourself...
ESG: More than a Buzzword in Farmland Investing
Gold Leaf Farming “ESG Investing” has gained lots of attention–both good and bad–over the past 5-10 years. What used to be a niche corner of impact investing has become a...
More articles…
Cottonwood Communities Determines First NAV of $11.06
Cottonwood Communities, Inc. (“Cottonwood Communities”), a publicly registered non-traded real estate investment trust, has announced a net asset value…
What percentage of ExchangeRight’s active offerings are meeting or exceeding investor cash flow distribution projections?
Answer: 100%
Prospect Capital Corporation Preferred Stock Offering Cumulative Issuances Exceed $100 Million Across Institutional, Registered Investment Advisor, Wirehouse, and Independent Private Wealth Investors
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) announced today that Prospect’s preferred…
US Hotel Industry Records Best Performance Since Pre-Pandemic
In yet another promising sign for travel and tourism’s recovery, the U.S. hotel industry saw its highest monthly…
REIT Exposures to Interest Rates are at an All-Time Low
REIT exposures to interest rates are at an all-time low, as demonstrated by new data from the Nareit T-Tracker®…
Distressed Commercial Real Estate Is Still Sitting in Purgatory
It’s been obvious since the pandemic struck that commercial real estate would be hit hard. The demand for office, retail, and hotel space has been…
REITs Are Staging a Slow-Mo ComebackREITs Are Staging a Slow-Mo Comeback
Real estate investment trusts (REITs) are recovering, oh so gradually, but they at least are on the mend overall…
The top 5 challenges of investor onboarding and the need for digitization
Investor onboarding in today’s environment is crucial; organizations are choosing to digitize their investor onboarding experience to create a solid…
What is the average DST investment according to DST sponsor Inland American Real Estate Group?
Answer: Blue Rock Residential Growth REIT reported the increase in earnings per share and also had April Portfolio Lease Rate Growth of 7.7% and…
Blue Vault Office Closing Early Friday, May 28 & Closed Monday, May 31
Our office will be closing at 1:00 p.m. on Friday, May 28, and will be closed on Monday, May 31 in observance of Memorial Day…










