Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
iCapital® Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds
Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.
Blue Vault Published its Q2 2025 Full Nontraded REIT Industry Review
The Q2 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. The Review includes 36 Individual Performance Pages (IPPs) and limited data on three additional REITs, including the new StratCap Digital Infrastructure REIT.
ExchangeRight Appoints Jeff Noblin as Senior Vice President of the South Central Region
Noblin brings more than 25 years of leadership experience in wealth management, where he has partnered with financial advisors and institutions to deliver alternative investment strategies designed for long-term value.
Blue Vault Q2 2025 Full Nontraded BDC Industry Review is Published
The Q2 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The review includes 24 Individual Performance Pages (IPPs).
Recent News
Know Your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution
Know Your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution September 19, 2023 | SS&C Driven by market pressures and regulatory changes, non-traded...
5 Proven Ways to Supercharge Your CTAs
5 Proven Ways to Supercharge Your CTAs September 21, 2023 | Marketing Intent Ever felt that pang of frustration when you can’t find something right in front of you?...
Which nontraded REIT raised a majority of its capital via the issuance of preferred stock in Q2 2023?
Which nontraded REIT raised a majority of its capital via the issuance of preferred stock in Q2 2023? Answer: Cottonwood Communities raised $27.5 million of net proceeds...
A Brief History of Alternative Investments (and the Current State of Play)
A Brief History of Alternative Investments (and the Current State of Play) September 20, 2023 | Johnathan Rickman | Blue Vault The history of alternative investments is a...
ExchangeRight’s Essential Income REIT Acquires $84 Million Portfolio
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company’s Essential Income REIT has acquired...
AI Is Only As Good As The Humans Behind It
AI Is Only As Good As The Humans Behind It September 15, 2023 | Marketing Intent With the rise of AI, people think it can do everything. But it’s important to understand AI...
More articles…
SmartStop Self Storage REIT, Inc. Reports 2020 Full Year Results
SmartStop Self Storage REIT, Inc. (“SmartStop”), a self-managed and fully-integrated self storage company with approximately…
Investor demand driving alternatives into the spotlight
In a turbulent year with overall U.S. commercial real estate volume decline, increased activity in some alternative property sectors was a bright spot for…
What percentage of equity raised by DSTs in December 2020 was in transactions in the multifamily market?
Answer: Approximately 51% of equity raised by asset type in December 2020 was in multifamily assets according to…
Zero Cash Flow Properties: What Are They and How Can They Be Beneficial to Property Owners?
Industrial distribution centers, necessity-based retail centers and corporate office headquarters with long-term, triple-net leases and…
Self-Storage Sector Continues to Deliver for Investors
Amid all the chaos and uncertainty that has roiled the commercial real estate throughout the COVID-19 pandemic, self storage has stood alongside subsectors like logistics real estate…
Phoenix American Releases 1031 Turns 100: Industry Insights on the DST Market
With 2021 marking the 100-year anniversary of the tax-deferred, like-kind exchange, the Delaware Statutory Trust (DST), has emerged…
When did Congress authorize the first tax-deferred like-kind exchange?
Answer: The first tax-deferred like-kind exchange was authorized in 1921. Revisions and clarifications made by Congress in 1990 drew public attention…
Analysis: Big Government Spending Creates Opportunities, Worries for CRE
The U.S. federal government has passed an unprecedented $5.3 trillion of stimulus as part of the effort to recover from the COVID-19 pandemic, and trillions more of infrastructure spending…
Up to $28B in Distressed Retail Could Hit the Market in the Next 24 Months
As the U.S. enters year two of the COVID-19 pandemic, strip centers and malls, which have had most of the exposure to retail tenants that have struggled from a sales perspective…
What was the U.S. national average office vacancy rate at the end of 2020?
Answer: The national average office vacancy rate was 15.0%, an increase of 160 bps over 2019, according to the CommercialEdge National Office…










