Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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
Marketing Is the New Sales
The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
The Cove Diversified Portfolio 88 DST is a 100% debt-free portfolio of assets that features five locations covering multiple geographic regions, asset classes, and tenant companies.
BC Partners promotes four new Partners
“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners.” — Raymond Svider, Chairman at BC Partners.
Recent News
SmartStop Adds Eight Self-Storage Facilities in the Greater Toronto Area for Approximately CAD $300 Million
SmartStop Adds Eight Self-Storage Facilities in the Greater Toronto Area for Approximately CAD $300 Million June 20, 2023 | Business Wire SmartStop Self Storage REIT, Inc....
How Cash Ratios Are Trending for NTRs
How Cash Ratios Are Trending for NTRs June 22, 2023 | James Sprow | Blue Vault A recent article on S&P Capital IQ stated that the cash ratios of non-investment...
ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75%
ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75% June 22, 2023 | ExchangeRight ExchangeRight, one of the nation’s...
Real Estate Cap Rates and the Slow Wheels of Progress
Real Estate Cap Rates and the Slow Wheels of Progress June 20, 2023 | Edward F. Pierzak | Nareit Differences in cap rates capture the divergence that occurred between U.S....
Q1 2023 Published Reports as of June 23
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 23 Nontraded REIT (newly published performance reports are in bold font) All Q1 2023 individual...
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault’s semi-annual interval fund individual...
More articles…
Marcus & Millichap: Retail Sales Research Brief
Consumer spending growth normalizes in August. Retail sales from the U.S. Census provides a glimpse into the pace of an economic expansion without additional support from…
Cushman & Wakefield closes sale of first two phases of Nashville industrial park
Cushman & Wakefield has arranged the sale of Phase I and II of Airport Logistics Park, a new 397,981-square-foot industrial park in…
Recent Consolidation Trends in the Nontraded REIT Sector
The recent September 8, 2020, announcement by Resource of merger agreements for Resource Opportunity REIT (REIT I), Resource Opportunity REIT II…
Subleasing, Rent Pressures Spell Trouble for the Office Sector
Given corporate America’s reluctance to return to offices rather than work from home, current conditions in office properties—and the likely near-term future—are looking…
Which nontraded REIT offering raised approximately $623 million in equity capital, including DRIP proceeds, in the first quarter of 2020, after a successful full-cycle event by the same sponsor in January 2020?
Answer: Black Creek Industrial REIT IV saw a large increase in gross offering proceeds in Q1 2020 after the successful sale of assets by…
Pandemic offers lessons, encouragement in adapting to a new normal
Since March, I’ve been able to step back and analyze where we — and other companies — have the opportunity to make…
Altigo Streamlines Alts Investing
Altigo Streamlines Alts Investing September 21, 2020 | James Sprow | Blue Vault Blue Vault recently spoke with Bill Robbins, CEO at WealthForge, about how their vision for the Altigo platform is to make investing in and owning alternative investments as easy as owning...
Apartment Rent Collections Continue to Decline
Multifamily fundamentals continue to show signs of distress in the wake of the widespread job and economic losses created by…
ExchangeRight Fully Subscribes $44.5 Million Offering Focused Exclusively on Essential Businesses
PASADENA, Calif. – ExchangeRight has fully subscribed its $44.5 million Net-Leased Portfolio 36 DST offering. The portfolio is designed to protect investor capital and generate stable income from…
The Evolution of the Modern Office Began Well Before the Pandemic
There’s no shortage of conjecture amid COVID-19 about the fate of offices across the globe. The office isn’t going away, but the pandemic has accelerated an evolution of…










