Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
The 62-unit, active adult community was acquired on behalf of CS1031 Texas Active Adult Living I, DST, which seeks to raise equity from accredited investors.
Recent News
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...
NAV REITs Report Flat Median Total Returns for June
NAV REITs Report Flat Median Total Returns for June July 24, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
Q1 2023
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‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases
‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases July 24, 2023 | Miriam Hall | Bisnow...
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Clip: Private Equity Performance
In this clip, Brian Buehler and Stacy Chitty consider how private equity has weathered various market cycles.
Clip: Types of Private Equity
In this clip, Brian Buehler and Stacy Chitty look at the different shapes of private equity.
Clip: What is Private Equity?
In this clip, Brian Buehler and Stacy Chitty discuss what private equity is and how it fits into a financial advisor’s practice.
Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products
Inland Private Capital Corporation will leverage Altigo to support its initiative to digitally process its alternative investment product offerings.
Inside the V(ALT), with Dan Wagner [full episode]
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Dan Wagner: Who Uses the Section 1031 Exchange Program?
In this clip, Stacy Chitty and Dan Wagner explore the variety of investors who use the Section 1031 Exchange program.
Brian Buehler: Types of Private Equity
In this clip, Brian Buehler (President & COO, Triton Pacific Securities) and Stacy Chitty (Managing Partner, Blue Vault) look at the forms private equity may take.
Brian Buehler: What is Private Equity?
In this clip, Brian Buehler (President & COO, Triton Pacific Securities) and Stacy Chitty (Managing Partner, Blue Vault) discuss what private equity is and how it fits into a financial advisor’s practice. Click here to watch the full episode.
Dan Wagner: Impact of 2020 Election on 1031 Exchange Program
In this clip, Stacy Chitty (Managing Partner, Blue Vault) and Dan Wagner (Senior Vice President of Government Relations, The Inland Real Estate Group of Companies) consider the impact the 2020 election cycle could have on the Section 1031 Exchange program.
Dan Wagner: Section 1031 Exchange Program Explained
In this clip, Dan Wagner (Senior Vice President of Government Relations, The Inland Real Estate Group of Companies) explains the Section 1031 Exchange program.










