Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management
In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.
Of the 18 open nontraded REITs tracked by Blue Vault, how many of those in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four quarters?
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CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
Recent News
How Our Series 7 Securities Licenses Benefit Our Clients
How Our Series 7 Securities Licenses Benefit Our Clients September 28, 2023 | Marketing Intent You may think of a Series 7 Securities License as the exclusive domain of...
Blue Vault Nontraded REIT Studies: Tracking the Evolution of an Industry
Blue Vault Nontraded REIT Studies: Tracking the Evolution of an Industry October 17, 2023 | Johnathan Rickman | Blue Vault For more than a decade, Blue Vault has been at the...
Housing remains a puzzle in Fed’s inflation fight
Howard Schneider | Reuters Federal Reserve officials throughout this year had pinned their hopes for falling inflation in part on an expected easing of U.S. housing price...
Manageable debt, quality assets cushion US public office REITs against headwinds
Karl Angelo Vidal, Chris Hudgins | S&P Global Market Intelligence The manageable debt and quality assets are cushioning listed office real estate investment trusts in...
SmartStop Opens New Self-Storage Facility in San Gabriel, California
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self-storage company, announced today that it has opened an...
7 Top SEC Exam Priorities for 2024
7 Top SEC Exam Priorities for 2024 Melanie Waddell | Think Advisor The Securities and Exchange Commission has released its 2024 examination priorities to inform investors...
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Clip: Alignment of Interests
Clip: Alignment of Interests In this clip, Grier Eliasek (President and Chief Operating Officer of Prospect Capital Corporation) explains how Prospect Capital’s interests are aligned with that of its investors. Click here to watch the full episode. This podcast...
Clip: Commonality Across the Business
Clip: Commonality Across the Business In this clip, Grier Eliasek (President and Chief Operating Officer of Prospect Capital Corporation) reviews Prospect Capital’s investment objectives. Click here to watch the full episode. This podcast is not intended for the...
Grier Eliasek: Commonality Across the Business
In this clip, Grier Eliasek (President and Chief Operating Officer of Prospect Capital Corporation) reviews Prospect Capital’s investment objectives.
Grier Eliasek: Prospect’s Four Lines of Business
In this clip, Grier Eliasek (President and Chief Operating Officer of Prospect Capital Corporation) reviews Prospect Capital’s lines of business.
Clip: Prospect’s Four Lines of Business
Clip: Prospect’s Four Lines of Business In this clip, Grier Eliasek (President and Chief Operating Officer of Prospect Capital Corporation) reviews Prospect Capital’s lines of business. Click here to watch the full episode. This podcast is not intended for the...
Inside the V(ALT), with Grier Eliasek [full episode]
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REITs Declined Last Week, Reversing Part of Recent Gains
REIT share prices declined last week, reversed a part of their recent gains, with the FTSE Nareit All Equity REITs recording a total return of…
ExchangeRight Achieves 100% Rent Collections in 2020 for All of Its Net-Leased Offerings
PASADENA, Calif. – ExchangeRight has collected 100% of 2020 rent totaling approximately $129 million in net rents across all $3+ billion of its net-leased assets under…
Registration is Now Open for 2021 Alts Week
Registration is Now Open for 2021 Alts Week Today is the day! Registration is open for the 2021 Blue Vault Bowman Summit. Sign up now for the premier event in Alternative Investments education: Industry experts presenting alts-focused sessions from 30 leading...
JLL Income Property Trust Fully Subscribes Diversified DST Offering
JLL Income Property Trust Fully Subscribes Diversified DST Offering February 18, 2021 Chicago (February 18, 2021) – JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with $3.4 billion in portfolio assets,...










