Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Austin: Cottonwood Group Backs BillionToOne Expansion with $105M Construction Loan
Upon completion, the facility is projected to support up to 1,000 new jobs in the region.
CIM Real Assets & Credit Fund Announces Monthly Dividends
Based on current estimates, the Fund expects a portion of the distributions to be a return of capital.
J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.
Blue Vault’s Latest Research Update
See a list of Blue Vault’s latest published research reports, including some newly-covered funds.
Recent News
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023?
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023? Answer: The fund’s annualized distribution...
Investing For Grownups: Why Asset Allocation Matters
Investing For Grownups: Why Asset Allocation Matters August 15, 2023 | Fred Hubler | Creative Capital Wealth Management Group Where you invest is important, but the amount...
Doing More Of What Really Matters
Doing More Of What Really Matters August 23, 2023 | Marketing Intent The book, Essentialism – The Disciplined Pursuit of Less by Greg McKeown struck a chord with us when we...
Is Every Commercial Office Property in Trouble?
August 23, 2023 | The Accordant Team Midway through 2023, media coverage of the challenges many commercial office real estate owners are confronting has reached a feverish...
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here? August 21, 2023 | Madeline Hume | Morning Star In July,...
Legendary Capital Expands Team with Two New Wholesaling Vice Presidents
Legendary Capital Expands Team with Two New Wholesaling Vice Presidents August 17, 2023 | Legendary Capital Legendary Capital, LLC, a leading Alternative Investment Sponsor,...
More articles…
ExchangeRight Fully Subscribes $97.43 Million DST Offering Net-Leased To Essential Businesses
PASADENA, Calif. – ExchangeRight has fully subscribed its $97.43 million Net-Leased Portfolio 39 DST offering designed to generate stable cash flows to investors…
How COVID-19 Has Revealed the Non-Correlation and Lower Volatility of Alternatives
In a Blue Vault webinar entitled “Why Wealth Advisors are Looking More Closely at Alternative Strategies During the Pandemic” broadcast on October 29, H. Michael Schwartz…
Three CIM Group REITs Plan to Close Mergers Without CCIT II
CIM Real Estate Finance Trust Inc., Cole Office & Industrial REIT (CCIT III) Inc. and Cole Credit Property Trust V Inc. are taking the necessary measures to close their separate stock-for-stock merger deals entered into in August
Which private equity firm manages a portfolio of QSR (quick serve restaurants) that includes Burger King and Pizza Hut franchises?
Answer: Triton Pacific, founded in 2001, is a private equity firm offering income and growth investment programs for both accredited and…
This commercial property type is booming during COVID-19
Warehouses, fulfillment centers and other industrial properties are the one bright spot in the commercial real estate industry, which has otherwise been…
W.P. Carey Inc. Reports 2020 Third Quarter Results
W.P. Carey Inc. (NYSE: WPC) the sponsor of several nontraded REIT programs, announced its third quarter results on October 30, 2020. Among the results reported were…
Strategic Data Center’s Syndicated Credit Facility Expands
“Fresh off the heels of our recent acquisition of a Northern Virginia tier III data center, the confidence and commitment that First Foundation Bank has made to our company speaks volumes,” said Bryan Marsh
Cole Nontraded REITs Extend Go-Shop Periods in Merger Agreements
Cole Credit Property Trust V, Inc. and Cole Office & Industrial REIT II, Inc. have extended the Go Shop termination periods in their respective Agreements and Plans of…
Research Brief: Gross Domestic Product
U.S. records strongest quarterly gain on record. Reopening local economies pushed GDP growth to 33.1 percent in the summer quarter. Although the gain was on the high end of…
Nuveen Real Estate CIO Carly Tripp: “It’s Definitely a Good Time to Potentially Add Real Estate to Your Portfolio”
The recession triggered by the coronavirus pandemic may have flustered some commercial real estate investment professionals. Not…











