Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
J.P. Morgan Asset Management Strengthens Canadian Market Presence with New ETF Launch
The ETF works to outperform the MSCI World Index, delivering superior growth and free cash flow yield with similar to lower valuation versus the benchmark, while effectively managing risks across sectors and regions.
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.
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Recent News
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers August 2, 2023 | John Sciarretti | Novogradac Qualified opportunity funds (QOFs) tracked by...
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault...
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault...
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alts to their practice for the first time? Find out in this...
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023?
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023? Answer: Six nontraded BDCs reported...
Nontraded REITs Don’t Own Floundering Enclosed Mall Assets
Jim Sprow | Blue Vault | A July 31, 2023, article in the Wall Street Journal focused on the plunging values of shopping malls. The article quoted real estate research firm...
More articles…
ExchangeRight Lifetime Charitable Donations Surpass $41 Million, Contributing Over $16 Million in 2020
PASADENA, Calif. – ExchangeRight has announced that the company has had the opportunity to donate over $16.9 million in 2020 and…
Leitbox Storage Partners Acquires Majority Interest in Self-Storage Construction Services Company, WSJohnCo
“The acquisition of WSJohnCo represents our continued commitment to improve our programmatic development strategy…”
ICI report on ops headaches for interval fund sponsors flags areas where help is sorely needed, easily found
An interesting recent paper from the ICI Broker/Dealer Advisory Committee, “Consider This: Interval Fund Operational Practices,” looks at several functional areas…
Which nontraded REIT raised $139 million in equity capital in Q3 2020, placing second among all nontraded REITs in capital raised during the quarter?
Answer: Starwood Real Estate Income Trust raised $139 million, including DRIP proceeds, from the issuance of common stock in…
Bow River Capital Selects UMB Fund Services as Administrator of Firm’s First Registered Closed End Interval Fund
MILWAUKEE (Jan. 7, 2021) – UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce…
Which nontraded REIT outbid CIM Real Estate Finance Trust to acquire Cole Office & Industrial REIT II (CCIT II) in a stock-for-stock transaction?
Answer: Griffin Capital Essential Asset REIT, Inc. will acquire Cole Office & Industrial REIT II (CCIT II) in a…
Healthcare Trust Announces Quarterly Stock Dividend
On January 4, 2021, Healthcare Trust, Inc. (the “Company”) announced the declaration of a quarterly stock dividend of 0.01349 shares of the Company’s common stock…
Griffin-American Healthcare REIT IV Maintains $0.40 Annualized Distribution Rate
The board of directors of Griffin-American Healthcare REIT IV authorized a daily distribution to Class T and Class I stockholders of record as of…
Office Landlords Will Be Squeezed by Secondhand Market
Office landlords have fared better than shopping-mall owners during the pandemic so far. However, they may soon be competing with their own tenants…
The Parking REIT Unable to Determine Estimated NAV Per Share
In an 8-K filing on December 30, 2020, The Parking REIT’s Board of Directors disclosed that they were unable to determine an estimate of the…
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