Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Bluerock Value Exchange Fully Subscribes $36.7 Million Diversified Industrial Portfolio V DST
The DST program also provides investors with multiple options upon a future exit strategy event including 721 exchange (UPREIT) or subsequent 1031 exchange / cash out optionality.
Since 2015, which year did the nontraded REITs tracked by Blue Vault have the highest average and median distribution rates?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
Recent News
When Bankruptcy Is A Blessing: Huge Rent Growth Drove Strong Q2 For Shopping Center REITs NationalRetail
When Bankruptcy Is A Blessing: Huge Rent Growth Drove Strong Q2 For Shopping Center REITs August 9, 2023 | Matthew Rothstein | Bisnow Space at open-air shopping...
What was the total size of the nontraded BDC industry in terms of total assets as of March 31, 2023?
What was the total size of the nontraded BDC industry in terms of total assets as of March 31, 2023? Answer: The nontraded BDC industry reported total assets of...
LODAS Markets Becomes 3rd Largest US Alternatives Markets Operator; Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading
LODAS Markets Becomes 3rd Largest US Alternatives Markets Operator; Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading August 8, 2023 | LODAS Markets LODAS...
5 Ways To Improve CTAs
5 Ways To Improve CTAs August 3, 2023 | Marketing Intent Have your eyes ever failed you? You can’t find a pen that’s in your hand, a phone that’s on your desk, or for the...
What is Fund Accounting? And What Should Fund Accounting Be?
What is Fund Accounting? And What Should Fund Accounting Be? August 3, 2023 | David Fisher | Phoenix American Fund accounting is a detail-oriented, deadline-driven role...
The True Life Companies Expands Capital Group with Two Highly Tenured Appointments
The True Life Companies Expands Capital Group with Two Highly Tenured Appointments August 8, 2023 | The True Life Companies The True Life Companies (TTLC) , a real estate...
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Clip: The Importance of Meeting with Employees
In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch cover how often you should conduct the ABC’s.
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…










