Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Madison Capital Markets Appoints Jeff Kremin as President and Lee Bastidas as EVP of National Accounts
The appointments are part of Madison Capital’s ongoing commitment to performance, innovation and delivering best-in-class results to investors and partners.
Eagle Point Institutional Income Fund Reaches $200 Million Milestone and Delivers 35th Consecutive Monthly Distribution Payment
The Fund’s primary investment objective is to generate high current income and its secondary objective is to generate capital appreciation.
Recent News
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue...
Peachtree Group Strengthens Its Capital Markets Team with Key Appointments
June 21, 2023 | Peachtree Group Peachtree Group (“Peachtree”) has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC...
Q1 2023 Published Reports as of June 22
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 22 Nontraded REIT (newly published performance reports are in bold font) American Healthcare REIT Q1...
Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative...
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023?
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023? Answer: Sila Realty Trust, Inc. listed 87 Medical Office...
Peakstone Realty Trust Shares Log Big Gains in Week Ended June 16
Peakstone Realty Trust Shares Log Big Gains in Week Ended June 16 June 16, 2023 | James Sprow | Blue Vault Share prices for US equity real estate investment trusts rose...
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Inside the V(ALT), with Mike Huisman of UMB Bank[full episode]
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Clip: COVID’s Push Toward Digital Marketplace
In this clip, Stacy Chitty considers how COVID has contributed to the alts industry’s push towards a digital marketplace.
Clip: COVID’s Effect on Product Sponsor Process
In this clip, Mike Huisman and Stacy Chitty talk about how sponsors are working through the product development process.
Clip: COVID’s Effect on New Product Release
In this clip, Mike Huisman and Stacy Chitty discuss the activity level of new product introductions.
Jeff Schwaber: Preferred Stocks (Risks & Benefits)
In this clip, Stacy Chitty and Jeff Schwaber consider what has driven inflow to nontraded preferred stocks.
Jeff Schwaber: Real Estate Value During COVID-19
In this clip, Stacy Chitty and Jeff Schwaber cover the divergence of publicly traded and nontraded real estate offering values.
Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments
Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments September 15, 2020 BNY Mellon’s Pershing (“Pershing”) recently announced integrations with CAIS and iCapital Network, the two most prominent alternative...
Hines Global REIT to Pay Partial Liquidating Distribution
HGR Liquidating Trust, which is the successor to Hines Global REIT Inc., received board authorization to declare a special distribution of…
‘Out of favor’ assets offer opportunity to make big money, says billionaire investor Howard Marks
SINGAPORE — Investments that have been “out of favor” could offer big returns that are becoming increasingly difficult to find in today’s low interest rate environment, according to…
Altegris set to become an independent alternatives firm
Artivest Holdings Inc. and Altegris Holdings entered into a definitive agreement, under which Altegris co-founder and Artivest Chief Investment Officer Matt Osborne…










