Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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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How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Recent News
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...
West Coast Cities Slam Brakes on Housing Production Amid Worsening Crisis
West Coast Cities Slam Brakes on Housing Production Amid Worsening Crisis July 25, 2023 | Jack Witthaus, Katie Burke, Randyl Drummer and Lou Hirsh | CoStar News Up and...
Public Storage to acquire Simply Self Storage for $2.2 billion
Public Storage to acquire Simply Self Storage for $2.2 billion July 24, 2023 | Reuters Self-storage operator Public Storage (PSA.N) said on Monday it has entered a...
REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds
REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds July 21, 2023 | Nicole Funari | Nareit One of the unique aspects of REITs is the large,...
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NMHC Rent Payment Tracker Finds 86.8 Percent of Apartment Households Paid Rent as of October 13
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 86.8 percent of apartment households made a full or partial rent payment by October 13 in its survey…
Impact of COVID-19 on Financial Reporting in the Real Estate Industry
As the third quarter comes to a close, the impact of COVID-19 on the U.S. economy continues to be felt. In fact, according to Reuters, the U.S economy suffered its biggest blow since…
Increasing Demand for Cold Storage Spurs Spec Projects, Institutional Investment
U.S. online grocery sales continue to accelerate amid escalating COVID-19 cases, and this trend is likely to continue long after the pandemic subsides, boosting demand for…
US Weekly Hotel Occupancy Hits 50%
U.S. hotel occupancy in the week ended October 10 reached 50% for just the second time since the low point of the coronavirus pandemic, according to…
Blackstone REIT to Acquire San Jose Office Complex
The Blackstone Group Inc. agreed to acquire a two-building office complex in San Jose, Calif., through its…
Which three CIM sponsored nontraded REITs will merge into CIM Real Estate Finance Trust, Inc. if shareholders approve the merger proposals annnounced in an Agreement and Plan of Merger on August 30, 2020?
Answer: Cole Credit Property Trust V, Inc., CIM Cole Office & Industrial REIT (CCIT II), Inc., and Cole Office & Industrial REIT (CCIT III), Inc. will merge with…
Luxury Home Sales Surge 42% in the Third Quarter as Sales of Affordable Homes Falter, Highlighting the Pandemic’s Uneven Impact on Americans With Less Wealth
A relative abundance of expensive homes is supporting sales at the high end and giving luxury homebuyers plenty of options to choose from. Meanwhile, sales of…
CRE Asset Classes Post Increase in Asking Rates, Pricing In Sept.
The commercial real estate market is showing distinct signs of recovery. In September, asking rents increased by 3.5% across asset classes and price per-square-foot rose by…
Inland Real Estate Acquisitions, LLC Closes the Purchase of a Beachfront Multifamily Property in Long Beach, NY
“10 West Apartments’ premier location with high quality amenities and panoramic ocean views is an attractive option for New Yorkers looking to transition from the city to the suburbs without compromising on luxury…”
Leitbox Successfully Sells Mixed Use Storage Development
One of the advantages of self-storage as an asset class cited by Bill Leitner, Managing Principal of Leitbox Storage Partners, is the ability to…










