Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Capital Square Debuts Completed Opportunity Zone Development, The Nickel Hotel in Historic Charleston
Capital Square’s opportunity zone developments provide real benefits to the communities where they are built, according to an economic impact report by FTI Consulting.
How many new nontraded REIT offerings were introduced in 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
As the end of Q1 2025, investors saw several positive impacts from the industry upsurge, including an average distribution yield of 8.77% and abounding opportunities with 21 open funds currently raising capital.
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
The newly launched Class D shares are specifically designed for registered investment advisors and custodial platforms and offer one of the lowest fee structures in the industry.
Stay informed about alts
Subscribe to our free emails
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...
More articles…
Research Brief: Gross Domestic Product
U.S. records strongest quarterly gain on record. Reopening local economies pushed GDP growth to 33.1 percent in the summer quarter. Although the gain was on the high end of…
Nuveen Real Estate CIO Carly Tripp: “It’s Definitely a Good Time to Potentially Add Real Estate to Your Portfolio”
The recession triggered by the coronavirus pandemic may have flustered some commercial real estate investment professionals. Not…
What to Know About How Self-Directed IRAs Can Be Used to Invest in Real Estate
In an era when retirement pensions are practically non-existent, tax-deferred Individual Retirement Arrangements (IRAs) provide workers with a way to save for their…
Real Estate Investors Adopt Divergent Strategies Amid Uncertainty
More than six months into the 2020 recession caused by the global health crisis, questions at the forefront for commercial real estate are how much investors dial back…
Starwood Real Estate Investment Trust Updates Offering Prospectus
In an S-11 Preliminary Prospectus filed on October 29, 2020, Starwood Real Estate Investment Trust, Inc. updated the continuous offering transaction prices for…
Homes Are Still Selling Like It’s Summer Across Much of the U.S.
It’s the end of October, but the U.S. housing market is acting like it’s June…
Procaccianti Hotels Reduces Distributions for Q3 2020
On October 27, 2020, the board of directors (the “Board”) of Procaccianti Hotel REIT, Inc. (the “Company”) authorized the payment of distributions out of legally available…
Which sponsor of 1031 programs focuses its investments in necessity retail and healthcare properties with long-term net-leases backed by investment-grade corporations?
Answer: ExchangeRight’s 1031 portfolios typically include net-lease properties with long-term leases to tenants such as CVS, Walgreens, Kroger, Fresenius…
Cole Office & Industrial REIT II Merges with Griffin Capital Essential Asset REIT
The combined company will retain the name “Griffin Capital Essential Asset REIT, Inc.”
ExchangeRight’s Broker-Dealer & RIA Relations Team Welcomes David Flamm
PASADENA, Calif. – ExchangeRight is pleased to announce the appointment of David Flamm as vice president of its BD and RIA relations team. Flamm will work closely with…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
