Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
Robinson and Hernandez were the exclusive speakers representing the self-storage sector, underscoring SmartStop’s leadership in technology innovation and its commitment to transforming operations through artificial intelligence.
Recent News
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...
WiserAdvisor announces the successful acquisition of Indyfin
WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform August 2, 2023...
Chad Clark: Know Who Is Responsible
In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its...
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom July 31, 2023 | Sebastian Moss | Data Centered...
More articles…
Ben Aitkenhead: 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.
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…










