Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Recent News
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...
West Coast Cities Slam Brakes on Housing Production Amid Worsening Crisis
West Coast Cities Slam Brakes on Housing Production Amid Worsening Crisis July 25, 2023 | Jack Witthaus, Katie Burke, Randyl Drummer and Lou Hirsh | CoStar News Up and...
Public Storage to acquire Simply Self Storage for $2.2 billion
Public Storage to acquire Simply Self Storage for $2.2 billion July 24, 2023 | Reuters Self-storage operator Public Storage (PSA.N) said on Monday it has entered a...
REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds
REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds July 21, 2023 | Nicole Funari | Nareit One of the unique aspects of REITs is the large,...
More articles…
Can Ground Leases Provide Equity Relief for Operators Navigating the COVID-19 Pandemic?
As commercial real estate owners continue grappling with vacancies, decreased demand and uncertainty during the COVID-19 crisis, Miami-based investment manager…
Understanding Property Valuation Disruptors
New data, new technology and new property types are all changing the game for the experts who estimate the value of…
JLL Income Property Trust Completes Financing for Apartment Community in Suburban Phoenix
Chicago (DATE, 2020) – JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than…
According to NAREIT, what percentage of American households have investments in REITs?
Answer: NAREIT estimates the number of American households and Americans living in them that own REIT stocks directly or indirectly through…
What percentage ownership do the managers of SmartStop Self Storage REIT have in the equity of the nontraded REIT?
Answer: According to a recent presentation, as of September 30, 2020, management of SmartStop Self Storage REIT own…
SmartStop Self Storage REIT, Inc. Reports 2020 Third Quarter Results and Highlights
LADERA RANCH, CA – November 17, 2020 – SmartStop Self Storage REIT, Inc. (“SmartStop”), a self-managed and fully integrated self storage company with…
Looking Back on 60 Years of REITs
One of the country’s most prominent baby boomers in the business world has aged very well…
REIT Earnings Stabilized in Third Quarter, According to Nareit T-Tracker
REIT earnings, measured by funds from operations (FFO), stabilized in the third quarter, according to the…
JLL Income Property Trust Sells Los Angeles Industrial Property, Securing Strong Return
Chicago (November 16, 2020) – JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), announced the sale of an industrial…
Bidding Wars Underway for Last Mile Industrial Assets
Boosted by the pandemic, positive industrial real estate fundamentals are driving asset values to record highs, particularly “last mile” properties in core urban markets. And investors of all…









