Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
Recent News
Infill industrial transload facility trades for $74.7M in Savannah
Infill industrial transload facility trades for $74.7M in Savannah: JLL Capital Markets arranges sale of the newly built Savannah Transload Facility to J.P. Morgan Real...
Apartment Developers Turn to Non-Bank Lenders for Construction Loans
Apartment Developers Turn to Non-Bank Lenders for Construction Loans Jul 25, 2023 | Bendix Anderson | Wealth Management Apartment developers are finding ways to pay for new...
Top 5 Advantages of Rule 506(c)
Top 5 Advantages of Rule 506(c) July 25, 2023 | Jim Raper | WealthForge When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule...
Stacy Chitty: When Dividend Yields Can Be Deceptive
There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue...
ExchangeRight Fully Subscribes $98 Million Net-Leased Portfolio Designed for Recession Resilience
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that it has fully subscribed its Net-Leased Portfolio...
June 2023 Reported Nontraded REIT Sales Down 11.3% from May 2023
June 2023 Reported Nontraded REIT Sales Down 11.3% from May 2023 July 27, 2023 | James Sprow | Blue Vault Blue Vault received June 2023 sales totals for ten nontraded REIT...
More articles…
NMHC Rent Payment Tracker Finds 90.6 Percent of Apartment Households Paid Rent as of October 20
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 90.6 percent of apartment households made a full or partial rent payment by October 20 in its…
Clip: Alternative Investment Platform Advancements
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, Stacy Chitty and he cover Pershing LLC’s advancements in the ability of advisors to manage their alternative investment usage.
US Hotel Occupancy Stays at 50% in Week Ended October 17 – STR
U.S. hotel occupancy in the week ended Oct. 17 remained level with the previous week at 50.1%, according to the latest weekly data from…
Leitbox Storage Fund – Properly Positioned, Perfectly Timed
Blue Vault recently spoke with the team at Leitbox Portfolio Partners Self-Storage Fund II, LLC, including Bill Leitner, Manager, Laurie Levassar Senior Vice President of…
Feast or Famine: Pandemic changes recipe for restaurant real estate
The spate of restaurant closures brought on by the pandemic is creating opportunities for big chain eateries to expand their real estate footprints, even as many restaurants refocus…
The Majority of Companies Will Keep Remote Work Policies
Remote work seems like it is here to stay. S&P Global Market Intelligence’s Digital Pulse survey, which tracks market disruption, measured the impact…
Rents Plummet on Urban Apartments
Thousands of apartments stood empty in August 2020 that had been occupied only a few months before in urban cores across the country, including in previously white-hot markets like…
U.S. single-family homebuilding, permits surge to more than 13-year high
WASHINGTON (Reuters) – U.S. single-family homebuilding raced to a more than 13-year high in September, cementing the housing market’s status as the star of the economic recovery…
Jones Lang LaSalle Income Property Trust Delivers Positive Q3 2020 Returns
In a letter to shareholders dated October 19, 2020, Jones Lang LaSalle Income Property Trust, Inc. reports a third quarter 2020 total return of…
Self-Storage Sector Holds Up Amid the Pandemic
A confluence of factors conspired to drive down rents at self-storage properties earlier in the year, but now with new demand generated by the broader disruptions caused by…











