Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Inside the V(ALT) with Marketing Intent
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Recent News
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...
Nontraded REITs Don’t Own Floundering Enclosed Mall Assets
Jim Sprow | Blue Vault | A July 31, 2023, article in the Wall Street Journal focused on the plunging values of shopping malls. The article quoted real estate research firm...
WiserAdvisor announces the successful acquisition of Indyfin
WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform August 2, 2023...
Chad Clark: Know Who Is Responsible
In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its...
More articles…
A $700 Million CMBS Portfolio Is On the Brink as Malls Collapse
Bond investors who wagered on a group of malls owned by Barry Sternlicht’s Starwood Capital Group are starting to take losses after the Covid-19 pandemic shuttered stores…
How PGIM Has Been Adjusting its Investment Strategy
The COVID-19 pandemic has not only supported the continued rise of e-commerce and demographic shifts in the multifamily sector, but significantly accelerated those…
CRE Is Still Attractive for Investors, Says Black Creek CEO Dhanda
The coronavirus pandemic may have kept some commercial real estate investors largely on the sidelines, but real estate investment manager Black Creek Group LLC has unquestionably…
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...










