Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
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Blue Vault’s alternative investment data includes coverage of 16 active, open nontraded REITs. Which nontraded REIT had the highest capital raise in the first quarter of 2025?
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Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
Recent News
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
The World’s Empty Office Buildings Have Become a Debt Time Bomb June 23, 2023 | Natalie Wong, John Gittelsohn, Jack Sidders and Shawna Kwan | Bloomberg In New York and...
Silicon Valley, Calif., Office Vacancy Surging
Silicon Valley, Calif., Office Vacancy Surging June 26, 2023 | S&P Global Market Intelligence Vacant office space is piling up in California’s Silicon Valley as...
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a...
More articles…
SmartStop Self Storage REIT Updates Distribution Policy
The board of directors of SmartStop Self Storage REIT, Inc. (“SSSR”) announced on September 28 a change to the Company’s distribution…
Strategic Storage Trust IV Updates Distribution Policy
The board of directors of Strategic Storage Trust IV, Inc. (“SSTIV”) announced on September 28 a change to the Company’s distribution…
Blackstone Real Estate Income Trust registers $12B best-efforts offering
Blackstone Real Estate Income Trust Inc. filed for a best-efforts offering of up to $12.00 billion of its class T, class S, class D and…
Avi Shemesh: How CIM Group Started
Hear about the origins of CIM Group from one of its co-founders.
Avi Shemesh: Goal of CIM Group
In this clip, Avi Shemesh (Co-Founder and Principal, CIM Group) speaks about CIM Group’s focus on providing quality asset management to both institutional and retail investors.
ExchangeRight Has the Right Stuff
Blue Vault recently interviewed Joshua Ungerecht at ExchangeRight, the real estate sponsor that offers diversified portfolios invested in recession-resilient necessity…
Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc.
Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020 SAN RAFAEL, CA – Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real...
U.S. new home sales vault to near 14-year high in August
WASHINGTON (Reuters) – Sales of new U.S. single-family homes increased to their highest level in nearly 14 years in August, suggesting the housing market continued to gain…
Most Retailers Have Now Struck Agreements with Landlords on Back Rent
Retailers have struggled to pay rent through the pandemic, and as a result, the retail market has been among the sectors with the lowest rent collections in the…
‘The COVID Discount Bin’: Investors Lose Confidence In CRE As REIT Stocks Slump
While major stock indices show the market has largely recovered from its coronavirus-induced plunge, REIT stocks are still well below their pre-crisis levels, showing a lack of investor confidence in…











