Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
SEI to Hold Investor Conference in New York City
Presentations by SEI’s executive leadership will describe the company, its markets, solutions and platforms, and strategies for future growth.
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Recent News
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...
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alts to their practice for the first time? Find out in this...
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023?
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023? Answer: Six nontraded BDCs reported...
Nontraded REITs Don’t Own Floundering Enclosed Mall Assets
Jim Sprow | Blue Vault | A July 31, 2023, article in the Wall Street Journal focused on the plunging values of shopping malls. The article quoted real estate research firm...
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Altigo Automates Custodian Documents for Alternative Investments
WealthForge announced today that Altigo, their electronic processing platform for alternative investments, has added automation for custodian forms. Users of Altigo will be able to select from custodians including Pershing,
SmartStop Self Storage REIT, Inc. to Acquire Strategic Storage Trust IV, Inc. in $370 Million All-Stock Transaction
LADERA RANCH, Calif. – November 10, 2020 – SmartStop Self Storage REIT, Inc. (“SmartStop”) and Strategic Storage Trust IV, Inc. (“SST IV”) announced today…
According to Brian Mitts, CFO at NexPoint’s real estate platform, how many publicly traded REITs focus on single family rental investments?
Answer: There are only two listed REITs that focus on single family rental investments: American Homes for Rent (NYSE: AMH) and…
NexPoint Nabs Chandler Apartments for $84M
The gated community includes two pools and a spa area with resort style amenities, a state-of-the-art fitness center, the largest dog park in Chandler with an agility course, and a cybercafé coffee bar.
Extra Space Storage exceeds expectations in the pandemic-era
For Extra Space Storage, anticipated headwinds from the coronavirus pandemic have shifted to tailwinds…
Bill Robbins: Recent Progress of WealthForge
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Inside the V(ALT), with Ben Aitkenhead of Pacific Oak Capital Advisors
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Clip: Risks of Single Family Rental
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy consider the impact of two factors on the Single Family Rental sector.
Clip: What is Single Family Rental?
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy examine the evolution of the Single Family Rental sector.
Clip: Who is Pacific Oak Capital Advisors?
In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy talk about Pacific Oak Capital Advisors’ flagship offering and the build out of a new platform.
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