Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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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Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.
Recent News
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...
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom July 31, 2023 | Sebastian Moss | Data Centered...
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals July 28, 2023 | Ciara Long | Bisnow Fundraising shot back up in June for nontraded REITs...
Practice Management: Why Innovators Pounce When Growth Slows
Practice Management: Why Innovators Pounce When Growth Slows July 28, 2023 | Megan Carpenter | Wealth Management If you want to see how business leaders respond to a...
More articles…
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…
10 Retailers That Have—and 10 That Haven’t—Paid Their Rent as of August
As they figure out ways to function in a pandemic environment, some retailers are beginning to resume rent payments comfortably, while others are still struggling to pay rent…
Which listed REIT issued over $89 million in nontraded preferred stock in the first half of 2020?
Answer: Bluerock Residential Growth REIT, Inc. reported net proceeds from issuance of 6.150% Series T Redeemable Preferred Stock for the six months…
Phoenix American and Alternative Investment Exchange (AIX) Announce Their Partnership to Deliver Straight-Through Processing for Alternative Investments
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX),…
Which nontraded REIT owns 29 data center properties comprising approximately 3.3 million square feet of floor space?
Answer: Carter Validus Mission Critical REIT II, Inc…
Telework Brings Data Centers to the Forefront
As COVID has sent workers to their home offices, many companies are upgrading their networks…
Rate of Skilled Nursing Occupancy Decline Slows, But Still Falls to Another Record Low
The COVID-19 pandemic continued to batter skilled nursing occupancy well into the month of June, according to the National Investment Center for Seniors Housing and Care’s (NIC) Skilled Nursing…
August 2020 Nontraded REIT Capital Raise Increases for Reporting Offerings
Blue Vault received August sales totals for 12 effective nontraded REIT program offerings as of September 14. Sales reported by…











