Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
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ExchangeRight REIT Credit Facility Commitments Increase to $150 Million Following Renasant Bank’s Addition
Expanding the Essential Income REIT’s Credit Facility further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
Recent News
NAV REITs Report Flat Median Total Returns for June
NAV REITs Report Flat Median Total Returns for June July 24, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
Q1 2023
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‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases
‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases July 24, 2023 | Miriam Hall | Bisnow...
New REITs Proliferate in Anticipation of Further Decline in Property Values
New REITs Proliferate in Anticipation of Further Decline in Property Values July 23, 2023 | Mark Heschmeyer | CoStar News Four major investment firms have taken steps...
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15 July 20, 2023 | Muhammad Hammad Asif | S&P Market Intelligence US hotel performance improved in all three...
Nate Oltmans: Alts Challenges in 2023
In this Blue Vault Minute, Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) gives an advisor’s perspective on the challenges facing alternatives...
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Bill Robbins: Advisors’ Biggest Complaint
In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) talk about the downside of manual, paper-based processes.
Bill Robbins: Altigo vs. Competitors
In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) explore how Altigo differentiates itself from competitors.
Griffin Capital Essential Asset REIT Reports 2020 Third Quarter Results
Read highlights for the Quarter Ended September 30, 2020
Phillips Edison & Company Reinstates Monthly Distribution, to Launch a Tender Offer
Phillips Edison & Company, Inc. (“PECO” or the “Company”), an internally-managed real estate investment trust (“REIT”) and one of the nation’s largest owners and…
Inside the V(ALT), with Bill Robbins of WealthForge
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Clip: Advisors’ Biggest Complaint
In this clip, Bill Robbins and Stacy Chitty talk about the downside of manual, paper-based processes.
Clip: WealthForge’s Altigo vs. Competitors
In this clip, Bill Robbins and Stacy Chitty explore how Altigo differentiates itself from competitors.
Clip: Recent Progress of WealthForge
In this clip, Bill Robbins and Stacy Chitty cover how the current work-from-home environment drives home the necessity for a better way of doing business.
ExchangeRight Takes Another DST Full Cycle, Achieving 130% to 141%+ Total Returns for Investors Including Return of Capital
PASADENA, Calif. – ExchangeRight has brought its Net-Leased Portfolio 13 DST portfolio full cycle, generating total returns of over 130% including return of…
Strategic Wireless Acquires Multiple Tower Portfolios in Louisiana and Wisconsin
The majority of rental revenues are derived from both national and regional wireless carriers namely AT&T, Verizon, T-Mobile and U.S. Cellular who utilize the infrastructure to support their wireless networks.











