Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Bluerock Value Exchange Launches $71 Million 1031 Exchange BR Diversified Industrial Portfolio 6 DST
DIP 6 represents BVEX’s 43rd individual DST program, and sixth sequential industrial-focused DST program.
Blue Vault Q2 2025 NTR Performance Report Update
Blue Vault has now published 36 Nontraded REIT Individual Performance Pages for Q2 2025.
Q2 2025 Blue Vault Nontraded BDC Performance Report Update
Twenty-four Q2 2025 Nontraded BDC reports are now available for members. Blue Vault’s Individual Performance Pages help you track performance.
RIA Email Marketing That Misses
Every email should serve a purpose in the journey toward building a relationship, not just securing a transaction.
Recent News
ExchangeRight Achieves 133.18% to 142.47% Total Returns Including Return of Capital with 33rd Full-Cycle Offering
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has successfully brought its 33rd...
NexPoint Announces Co-investment in NexPoint Life Sciences II DST
NexPoint, a multibillion-dollar alternative investment platform, announces it has made an initial investment in NexPoint Life Sciences II DST, a Delaware statutory trust...
Cetera to Buy Tax-Focused Avantax in $1.2B Deal
Cetera to Buy Tax-Focused Avantax in $1.2B Deal September 11, 2023 | Janet Levaux | Think Advisor Cetera Financial Group is buying Avantax, formerly Blucora, in an all-cash...
Visualizing Blackstone REIT’s Recent Capital Raise History
Visualizing Blackstone REIT’s Recent Capital Raise History September 11, 2023 | James Sprow | Blue Vault Beginning in the fourth quarter of 2022, common stock redemptions by...
AltsDay 2023 Registration Now Open
Join us for a one-day virtual educational event focused on the alternative investments market. This rapidly growing investment option typically has low correlation to...
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-11-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following...
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Altigo Integrates with Redtail CRM to Further Streamline Alternative Investment Processing
WealthForge announced today that Altigo, their electronic processing platform for alternative investments, now integrates with Redtail, a customer relationship…
Blue Vault – Bowman Alts Week 2021 Kicks Off
Stacy Chitty, Managing Partner at Blue Vault, welcomed everyone to the second virtual Blue Vault – Bowman Summit, or…
JLL Income Property Trust Fully Subscribes DST Offering with St. Paul Apartment Community
Chicago (March 4, 2021) – JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than $3.5 billion in portfolio assets…
RPT Realty Announces Formation of New Net Lease Retail Real Estate Platform with Sovereign Wealth Fund GIC, Zimmer and Monarch
NEW YORK, March 04, 2021 (GLOBE NEWSWIRE) — RPT Realty (NYSE: RPT) (“RPT” or the “Company”), a publicly traded real estate investment trust that owns and operates a…
STR: US Weekly Hotel Occupancy Decreases for First Time Since January
U.S. weekly hotel occupancy dipped slightly from the previous week, according to STR‘s latest data through Feb. 27…
Dollar Tree Is Opening a Pandemic Store Format
Dollar Tree plans to open hundreds of new “combination stores” as part of the retailer’s push to continue to be a one-stop shop for consumers looking to…
Recent Total Returns to Continuously Offered Nontraded REITs
Most nontraded REITs with continuous offerings have reported their total returns for January 2021. For the ten nontraded REITs that have reported total returns for…
JLL Income Property Trust Acquires Southeast Phoenix Distribution Center
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than $3.5 billion in portfolio assets…
Blackstone expands industrial reach with $151M Chicago buy
Blackstone is furthering its industrial investments with its latest Chicago-area buy…
Bluerock Total Income+ Real Estate Fund Continues to Log Substantial Increases in Capital Inflows and NAV Growth
New York, NY (March 4, 2021) – Bluerock Capital Markets, LLC (“BCM”), the dedicated dealer manager for Bluerock Total Income+ Real Estate Fund…










