Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
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Recent News
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...
Carron Schmick: Use Cases for Alts
Carron Schmick (Direct Investments Specialist & Investment Advisor, Ridgeline Private Wealth) highlights how alts can meet clients’ needs, how she explains alts to...
Carron Schmick: Evaluating Alts for Your Practice
In this Blue Vault Minute, Carron Schmick (Direct Investments Specialist & Investment Advisor, Ridgeline Private Wealth) walks through some of the metrics her firm uses...
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023?
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023? Answer: The five REITs with the highest distribution yields...
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California’s Proposition 21 Could Stifle Multifamily Property Investments
According to a recent report by Marcus & Millichap, California’s Proposition 21 that is on the November ballot could place restrictions on apartment owners and create…
Which two nontraded REITs completed a merger on October 5, 2020?
Answer: Pacific Oak Strategic Opportunity REIT II, Inc. merged with Pacific Oak Strategic Opportunity REIT, Inc. on October 5, 2020. Each issued and…
Which two alternative investment sponsors covered by Blue Vault invest exclusively in self-storage properties?
nswer: SmartStop and Leitbox sponsor alternative investment programs that focus exclusively on self-storage properties…
Commercial REITs for Small Investors See Increasing Demand
A new type of commercial real-estate fund that targets small investors is raking in money again after demand cooled during the early months of the…
Griffin Capital Essential Asset REIT Posts Increased NAV
The board of directors of Griffin Capital Essential Asset REIT, Inc., posted the quarterly update to the REIT’s estimated net asset values per share on…
L.A. office leasing feels the COVID effect
The impact of COVID-19 reverberated through the Los Angeles County office market in the third quarter as many businesses kept employees at home and managers put off decisions about their…
CRE Investors: Funding Hurdles Will Be Too High for Some Asset Classes
One in four commercial real estate professionals believe some asset classes will no longer be eligible for funding as a result of the impacts of the COVID-19 pandemic, says Duff & Phelps after…
Retail Property Markets and REITs are Recovering
The three most important factors in real estate—location, location, location—all apply in the retail market. Retail properties in areas with little job growth and lower incomes have been…
Steadfast Apartment REIT Distribution Declaration
On October 14, 2020, the Board of Directors of Steadfast Apartment REIT, Inc. approved and authorized a daily distribution to stockholders of record as…
Offices, Hotels, and Restaurants Will Eventually Fill Back Up—But With Long-Term Structural Changes
With office closures, strict limits on restaurants, and drastically reduced foot traffic at retail shops and small businesses, the state of the commercial real estate market is a far cry from…










