Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
Recent News
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,...
PetSmart’s Owner Sells Minority Stake to Apollo
Pet Product News Staff PetSmart’s majority owner, BC Partners, has entered a definitive agreement to sell a minority stake in PetSmart to funds managed by affiliates of...
Why Blackstone Was Able To Turn Simply Self Storage Into an Extra $1 Billion in Under Three Years
Why Blackstone Was Able To Turn Simply Self Storage Into an Extra $1 Billion in Under Three Years July 24, 2023 | Andria Cheng | CoStar News Blackstone Real Estate...
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) offers insights in this Blue...
More articles…
Out of 61 active nontraded REITs as of June 30, 2020, how many were not making cash distributions?
Answer: 26 nontraded REITs had suspended distributions as of June 30…
NexPoint Strategic Opportunities Fund Announces Tender Offer for up to 15 Million Common Shares in Exchange for $150 Million in Preferred Shares and Cash, Provides Update on Monthly Distribution and REIT Transition Process
The Fund will conduct the Exchange Offer through a procedure called a “Modified Dutch Auction.”
Of the 61 active nontraded REITs as of June 30, 2020, how many were paying distributions at 6% or greater as a percentage of the offering price?
Answer: Seven nontraded REITs were paying distributions at 6.0% or greater as a percentage of the…
Phillips Edison & Company to Issue Third Quarter 2020 Earnings Release and Host Results Webinar Presentation
CINCINNATI–(BUSINESS WIRE)– Phillips Edison & Company, Inc., an internally-managed real estate investment trust (“REIT”) and one of the nation’s largest owners and…
More Than Half Of Tech Companies Plan To Dispose Of Real Estate In Coming Months
Technology companies across the country expect to need less office space in the coming years, a sign of falling demand in the…
The Urban Exodus Could Be Temporary
There has been a lot written and said about COVID-19 and teleworking friendly work policies sending urbanites permanently into the suburbs and…
SmartStop Asset Management’s YOUnion-Branded Student Housing Portfolio Reaches Occupancy Rate of 98.4%
LADERA RANCH, Calif. – (Oct. 14, 2020) – SmartStop Asset Management, LLC (“SmartStop”), announced today that the portfolio of student housing…
Inland Private Capital Corporation Provides Liquidity, Maximizes Value of Grocery-Anchored Shopping Center in Latest DST Transaction
The sale resulted in a return of capital to investors of approximately 67 percent of their original investment.
New Evidence Shows WFH Isn’t Going Away
There are some different schools of thought on remote work, or working from home, but several new indicators strongly suggest that the trend—which has existed for…
Inside the V(ALT), with Brian Buehler [full episode]
Sorry, but you do not have permission to view this content.











