Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Nontraded REIT Fundraising Stalls, AUM Falls in Q2 2025
The median distribution rate for all nontraded REITS in the second quarter of the year was a competitive 5%.
Blue Owl Capital Launches Debut Interval Fund, Focused on Alternative Credit
OWLCX aims to generate current income and, to a lesser extent, long-term capital appreciation by accessing alternative credit strategies.
Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
Platform offers turnkey operational support for investment managers seeking diversified, innovative strategies.
Mentenova and SEI Partner for Global Equity Investments
Science-backed, data-driven process powered by technology to deliver better outcomes for South African investors.
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Recent News
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey August 2, 2023 | Inside Self Storage SmartStop Self Storage REIT Inc., a self-managed...
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers August 2, 2023 | John Sciarretti | Novogradac Qualified opportunity funds (QOFs) tracked by...
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault...
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault...
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alts to their practice for the first time? Find out in this...
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023?
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023? Answer: Six nontraded BDCs reported...
More articles…
Hotel Developers Continue to Open New Sites Despite Brutal Market Conditions
Despite the well-documented plummet in demand for hotel rooms that has only partially recovered from the lows at the height of worldwide COVID-19 precipitated lockdowns, developers are…
CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs
CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs September 18, 2020 CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs. Senior Vice President of Operations, Jenny Heiman, says...
Bluerock Residential Growth REIT Announces Partial Redemption of 8.250% Series A Cumulative Redeemable Preferred Stock
NEW YORK, Sept. 21, 2020 /PRNewswire/ — Bluerock Residential Growth REIT, Inc. (the “Company”) announced today that it intends to redeem 1,393,294 shares of its…
AIX and Great Lakes Fund Solutions Announce Integration
AIX and Great Lakes Fund Solutions Announce Integration AIX and Great Lakes offer seamless, paperless processing for clients as fund sponsors search for innovative alternatives to traditional processing September 22, 2020 | AIX Philadelphia, PA and Lake Villa, IL –...
What percentage of the $1.67 billion raised by nontraded REIT programs in Q2 2020 was raised by continuous offerings and what percentage was raised by traditional life cycle REITs?
Answer: 99.1% of the offering proceeds raised by nontraded REITs in Q2 2020 was raised by continuously offered programs. Just 0.9% was raised by…
Self Storage Rents Continue Recovery Despite COVID-19
Despite severe economic distress caused by the global health crisis, the self storage sector continued to hold steady in August. Over the past 12 months, street-rate rents declined…
ExchangeRight August and September Rent Collections Update
PASADENA, Calif. – ExchangeRight is pleased to announce that it has collected 100% of August and September rent from its net lease tenants on behalf of…
How many nontraded REIT mergers have occurred since January 2019?
Answer: There have been five completed mergers of NTRs since January 1, 2019. There have been eleven NTRs involved in those mergers and…
Black Creek Group Sees E-commerce Continue to Positively Impact Industrial Demand Particularly in Coastal and Urban Markets
DENVER, September 22 — Black Creek Group, a Denver-based real estate investment management firm with a more than 25-year history, today announced…
ExchangeRight Fully Subscribes $39.08 Million Offering Focused on Creditworthy Essential Businesses
PASADENA, Calif. – ExchangeRight has fully subscribed its $39.08 million Net-Leased Portfolio 37 DST, an offering designed to generate stable income and…
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