Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
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$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
Recent News
Private equity fundraising down 35% in Q2, Preqin says
Private equity fundraising down 35% in Q2, Preqin says July 26, 2023 | Arleen Jacobius | Pensions&Investments Private equity funds worldwide had a difficult time on the...
REITs: What’s Ahead for the Second Half of 2023
REITs: What’s Ahead for the Second Half of 2023 July 31, 2023 | John Worth | Nareit As we look ahead to the second half of 2023, the economic and commercial real estate...
Smaller Apartment Markets Become a Great Investment Opportunity
Smaller Apartment Markets Become a Great Investment Opportunity July 27, 2023 | Barbara Ballinger | Globest Due to work-from-home and hybrid work options and the appeal of...
Infill industrial transload facility trades for $74.7M in Savannah
Infill industrial transload facility trades for $74.7M in Savannah: JLL Capital Markets arranges sale of the newly built Savannah Transload Facility to J.P. Morgan Real...
Apartment Developers Turn to Non-Bank Lenders for Construction Loans
Apartment Developers Turn to Non-Bank Lenders for Construction Loans Jul 25, 2023 | Bendix Anderson | Wealth Management Apartment developers are finding ways to pay for new...
Top 5 Advantages of Rule 506(c)
Top 5 Advantages of Rule 506(c) July 25, 2023 | Jim Raper | WealthForge When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule...
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Clip: Include Input from the Whole Team
In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch discuss why your entire team should be involved in the ABC’s.
Clip: ABC’s for a Better 2021
In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch talk about how the ABC’s can be used with direct reports and for planning purposes.
Owl Rock Capital Partners, Dyal Capital Partners May Merge
Owl Rock Capital Partners LP is discussing a merger with Dyal Capital Partners through a blank-check firm that would then take the combined company…
Which listed REIT sold $28.2 million in nontraded preferred stock in October 2020?
Answer: Bluerock Residential Growth REIT reported sales of $28.2 million in nontraded preferred stock to Blue Vault in October 2020. Through the first 10 months…
Strategic Storage Trust IV Opens Second Newly Constructed Facility in Greater Toronto Area
LADERA RANCH, Calif. – December 4, 2020 – Strategic Storage Trust IV, Inc. (“SST IV”), a public non-traded real estate investment trust sponsored by an affiliate of…
Corporate Property Associates 18 – Global Announces $8.55 Estimated NAV
Corporate Property Associates 18 – Global Incorporated (“CPA:18 – Global”) announced today the estimated net asset value per share (“NAV”) as of September 30, 2020, was…
ExchangeRight Surpasses $3 Billion in Assets Under Management and Hits 100 Consecutive Months of Uninterrupted Distributions Meeting or Exceeding Cash Flow Targets
PASADENA, Calif. – ExchangeRight has surpassed $3 billion in assets under management in the same month that it has reached 100 consecutive months of providing uninterrupted investor…
Brian Mitts: Who is NexPoint Group?
Brian Mitts talks about NexPoint’s unique platform and diversified approach to investing in this clip from Inside the V(ALT),
Employees Increasingly Reluctant to Return to the Office
Office occupancy rates dropped significantly last week, likely due to Thanksgiving…
Opportunity Zones: Past, Present, and Future, with Rachel Reilly
With a new President taking office next month, what does the future hold for Opportunity Zones? And what policy reforms under a Biden-Harris administration would…











