Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket
This is Peachtree’s ninth DST offering since the firm launched the program in 2022.
Blue Vault’s alternative investment data includes coverage of 78 active interval funds. Which interval fund has the highest distribution rate based on most recent filings?
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CIM Group Hires Veteran Financial Services Executive Paul Weisenfeld as Head of National Accounts in Expansion of Private Wealth Team
Mr. Weisenfeld will lead CIM Group’s National Accounts team in expanding the firm’s footprint in the private wealth space.
Bluerock Announces Shareholder Liquidity Event in Bluerock Total Income+ Real Estate Fund
This transformative and shareholder-driven initiative is designed to deliver enhanced liquidity and the potential for stronger long-term returns to investors.
Recent News
Can the Regulation A Exemption be used for a syndicated offering?
Can the Regulation A Exemption be used for a syndicated offering? June 29, 2023 | Jim Raper | WealthForge The JOBS Act of 2012 created and revised methods for small and...
Newly Published Interval Fund, Tender Offer Fund & Nontraded LLC Performance Reports
Blue Vault is pleased to announce the publication of the following interval fund, tender offer funs, and nontraded LLC individual performance reports for the period ending...
Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the quarter?
Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the...
Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives
Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives June 26, 2023 | BusinessWire CaliberCos Inc. (NASDAQ: CWD), a leading...
Legion Capital Selects Wealthforge as Managing Broker-Dealer
Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey | WealthForge Legion Capital, a specialized real estate development lender, has...
May 2023 Reported Nontraded REIT Sales Up 11.3% from April 2023
May 2023 Reported Nontraded REIT Sales Up 11.3% from April 2023 June 26, 2023 | James Sprow | Blue Vault Blue Vault received April 2023 sales totals for ten nontraded REIT...
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Advisors Struggle to Reopen Offices
In early summer, after working remotely since March, Rick Buoncore started opening up the Cleveland headquarters of MAI Capital Management, where 122 of his firm’s 150…
Recent Commercial Price Indices Show Little Movement
Amid the considerable carnage being inflicted on the U.S. commercial real estate sector by the COVID-19 pandemic, the most recent Commercial Property Price Indices from the industry’s…
Which nontraded REIT’s board approved a distribution rate of 6.00% on Class A shares, based upon the offering price, for Q4 2020, on September 25, 2020?
Answer: On September 25, 2020, the board of SmartStop Self Storage REIT, Inc. authorized a daily distribution rate of approximately $0.00164 per day per share…
Inside the V(ALT), with Brandon Hunt [full episode]
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Brandon Hunt: What is Digital Infrastructure?
Hear Brandon Hunt talk about the backbone of our digital economy and communications.
Brandon Hunt: How Has COVID Impacted Digital Infrastructure?
In this clip, Brandon Hunt (Portfolio Manager, StratCap) and Stacy Chitty (Managing Partner, Blue Vault) consider the impact of COVID-19 on digital infrastructure demand.
Brandon Hunt: What Drives Digital Infrastructure Demand?
In this clip, Brandon Hunt (Portfolio Manager, Strategic Capital Fund Management) and Stacy Chitty (Managing Partner, Blue Vault) discuss the factors that drive the demand for digital infrastructure.
How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers?
On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are eligible to invest in certain restricted alternative investments such as private real estate funds and other investments
Nontraded REITs With Lower Distributions and NAVs
Between the first quarter of 2020 and the second quarter, there were 13 nontraded REITs that have lowered or eliminated their distributions and 15 nontraded REITs that have lowered their net asset values per share.
Of the 60 nontraded REITs in the Q2 2020 Blue Vault Nontraded REIT Review, how many reported lower net asset values per share from the Q1 2020 report?
Answer: Sixteen nontraded REITs reported lower NAVs in the Q2 2020 Blue Vault Nontraded REIT Review from…










