Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Blue Vault’s alternative investment data includes coverage of 19 active and open nontraded REITs. Which growth-stage offering issued prior to 2023 had the lowest redemption rate as of March 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
BlueGate Opens New Property in Christiana, Expanding Storage Solutions for Middle Tennessee RV and Boat Owners
This marks the 18th property for the Madison Capital Group Holdings subsidiary, and the third in the state of Tennessee.
Recent News
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina August 3, 2023 | Capital Square Capital Square, one of the...
Investors Looking To Seize On Depressed Property Valuations Create New Crop Of REITs National
Bianca Barragán | Bisnow It may seem like an odd time to launch a new commercial property venture, with interest rates at a 22-year high and valuations of...
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey August 2, 2023 | Inside Self Storage SmartStop Self Storage REIT Inc., a self-managed...
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers August 2, 2023 | John Sciarretti | Novogradac Qualified opportunity funds (QOFs) tracked by...
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault...
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault...
More articles…
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…
Industrial, Data Centers Strongest Sectors in CBRE’s 2021 Forecast
CBRE’s 2021 U.S. Real Estate Outlook offers a mixed forecast for commercial real estate. Industrial and data centers will continue to be among commercial real estate’s more robust sectors…
Correction: Virus Outbreak-Business Travel story
Brandon Contreras represents the worst fears of the lucrative business travel industry…
How many private placement offerings have been sponsored by Inland Private Capital Corporation?
Answer: As of June 30, 2020, the firm had sponsored 259 private placement real estate offerings, with investments and developments in the multifamily, self-storage, hospitality, healthcare…
Foreign investors poised to flood U.S. real estate markets
There’s huge pent-up demand among wealthy foreigners to buy property in New York, Los Angeles, San Francisco and other cities — and some people began calling their money managers…
David Simon: Retail Scene May Worsen Before It Substantially Improves
The retail real estate marketplace improved incrementally during third quarter, and while it is possible the worst of the pandemic is over, it is not guaranteed…
CMBS Delinquency Rates Show Signs of Stabilizing
Lenders granting forbearance periods to struggling borrowers continued to bring the CMBS delinquency rate down in October, according to Trepp LLC. The firm estimated the overall…
Blue Vault Publishes First Four NTR Individual Pages of Q3 2020
Blue Vault is pleased to announce the release of four NTR individual pages…
How did CIM Real Estate Finance Trust, Inc. (“CMFT”) increase the number of shares to be issued to Cole Office & Industrial REIT III, Inc. (“CCIT III”) shareholders in the proposed merger with CMFT?
Answer: The previous conversion ratio was 1.093 shares of CMFT’s common stock per share of CCIT III. The latest proposed conversion ratio, as of…
October 2020 Nontraded REIT Capital Raise Increases 38.5% for Reporting Offerings
Blue Vault received October sales totals for 12 effective nontraded REIT program offerings as of November 11. Sales reported by those 12 NTRs totaled…









