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
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...
WiserAdvisor announces the successful acquisition of Indyfin
WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform August 2, 2023...
Chad Clark: Know Who Is Responsible
In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its...
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom July 31, 2023 | Sebastian Moss | Data Centered...
More articles…
Force Majeure Language Proliferates in Leases
Since the pandemic began, nearly one-third of commercial leases in the US negotiated since March include the pandemic as a force majeure event…
Altigo Year in Review
Altigo Year in Review December 21, 2020 | Heather Acey | WealthForge With the arrival of the pandemic, 2020 brought a substantial shift in the way business is conducted. Firms that allocate to alts had figure out a new way to get paper-based subscription documents to...
What were the YTD total returns (before sales loads) for Blackstone Real Estate Income Trust’s (“BREIT’s”) Class I and Class S shares through November 2020?
Answer: The total returns before sales loads for BREIT’s Class I and Class S shares through November 2020 were…
Nontraded REITs with Distribution Yield Changes from Q4 2019 to Q3 2020
The impact of the COVID 19 pandemic on the nontraded REIT sector is illustrated in the number of nontraded REITs that were forced to…
Starwood Real Estate Income Trust Declares December Distributions
On December 31, 2020, Starwood Real Estate Income Trust, Inc. declared distributions for each class of its common stock in the amount…
Blackstone Real Estate Income Trust Declares December Distributions
On December 31, 2020, Blackstone Real Estate Income Trust, Inc. declared distributions for each class of its common stock in the amount set forth…
Hospitality Investors Trust Negotiates Alternative to Class C Share Distributions
On December 28, 2020, Hospitality Investors Trust, Inc. (“the Company”) filed an 8-K with the SEC describing an amendment to the…
JLLIPT Purchased Fort Worth Distribution Center in Texas
Jones Lang LaSalle Income Property Trust Inc.(JLLIPT) purchased the 350,000-square-foot Fort Worth Distribution Center in Fort Worth, Texas, according to a…
KBS REIT II Sells San Jose, CA Building, Announces $0.40 Liquidating Distribution
KBS Real Estate Investment Trust II Inc. sold a three-story, 96,502-square-foot building in San Jose, Calif., for $50.5 million…
NexPoint Provides Update on United Development Funding IV, Addresses UDFI’s Response to Tender Offer
DALLAS, Dec. 22, 2020 /PRNewswire/ — NexPoint Advisors, L.P. (together with its affiliates “NexPoint”) issued an update today on United Development Funding IV…










