Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.
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Recent News
Stacy Chitty: When Dividend Yields Can Be Deceptive
There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue...
ExchangeRight Fully Subscribes $98 Million Net-Leased Portfolio Designed for Recession Resilience
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that it has fully subscribed its Net-Leased Portfolio...
June 2023 Reported Nontraded REIT Sales Down 11.3% from May 2023
June 2023 Reported Nontraded REIT Sales Down 11.3% from May 2023 July 27, 2023 | James Sprow | Blue Vault Blue Vault received June 2023 sales totals for ten nontraded REIT...
Carron Schmick: Use Cases for Alts
Carron Schmick (Direct Investments Specialist & Investment Advisor, Ridgeline Private Wealth) highlights how alts can meet clients’ needs, how she explains alts to...
Carron Schmick: Evaluating Alts for Your Practice
In this Blue Vault Minute, Carron Schmick (Direct Investments Specialist & Investment Advisor, Ridgeline Private Wealth) walks through some of the metrics her firm uses...
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023?
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023? Answer: The five REITs with the highest distribution yields...
More articles…
Which sponsor reported the largest total sales of private placements in October?
Answer: Inland Private Capital Corporation reported $45.3 million in private placements for October. For the first 10 months of 2020…
How FAs win by going all in with automation: A Blue Vault Webinar Recap
“Water seeks its own level,” said Envision Executive, Brian Jones. “If you’re not offering a robust digital experience—for advisors and investors—they’re going to…
FS and KKR Merging Two Public BDCs, Creating $15 Billion Lending Firm
Two business development companies managed by a joint venture of FS Investments and KKR & Co.’s credit arm are planning to merge, creating a…
10 Office Markets Facing Deep Challenges
The top 10 office markets in US are continuing to struggle amid the ongoing pandemic. In the third quarter, office performance deteriorated compared to the…
How many nontraded REITs filed quarterly reports for the third quarter of 2020?
Answer: There were 58 nontraded REITs filing 10-Qs for Q3 2020…
Tasty Restaurant Group to Acquire Portfolio of 37 Pizza Hut Restaurants
Tasty Restaurant Group, a wholly-owned affiliate of Los Angeles-based private equity firm Triton Pacific, announced today…
Soaring Covid-19 Cases, Lockdowns Spell Trouble for Retail
As the coronavirus pandemic enters a new and deadly phase across the US, the retail sector appears poised to once again suffer losses as lockdown measures are…
According to a recent SmartStop Self Storage REIT presentation, what percentage of the self storage market do the top 10 owners of self storage assets own?
Answer: As a percentage of self storage square footage, the top 10 owners of self storage assets own approximately 26% of the self storage sector assets and…
Automation and Logistics Real Estate #1: The State of Automation in Supply Chains
Automation has the power to revolutionize logistics operations. As capabilities expand alongside declining costs, faster returns on investment (ROIs) are…
Blackstone REIT Pays $211 Million for North Carolina Industrial Assets
The Blackstone Group Inc. unit Blackstone Real Estate Income Trust Inc. purchased 24 industrial properties in North Carolina in two separate deals with…
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