Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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J.P. Morgan Asset Management Strengthens Canadian Market Presence with New ETF Launch
The ETF works to outperform the MSCI World Index, delivering superior growth and free cash flow yield with similar to lower valuation versus the benchmark, while effectively managing risks across sectors and regions.
Guide the Journey or Rush the Sale
When advisors feel like they’re part of your journey, they’re much more likely to stick around for the long haul.
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
Consistent Producers or One-Hit Wonder
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
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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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Phoenix American Financial Services Announces New Client Valeo Groupe
Phoenix American Financial Services Announces New Client Valeo Groupe August 13, 2020 SAN RAFAEL, CA – Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC...
A Look at Digital Infrastructure Investments at Strategic Capital Fund Management
Blue Vault recently spoke with Brandon Hunt about Strategic Capital Fund Management’s (“SC”)’s strategies and investments in digital infrastructure, including…
Small Businesses Are Dying by the Thousands—And No One Is Tracking the Carnage
(Bloomberg)—Big companies are going bankrupt at a record pace, but that’s only part of the carnage. By some accounts, small businesses are disappearing by the thousands…
Hartman Shareholders’ Approval of Mergers Announced in Press Release
On August 11, 2020, the Board of Directors of Hartman Short Term Income Properties XX, Inc. issued a press release announcing the mergers of…
Which self-managed REIT manages approximately 96,000 self-storage units with a combined 10.9 million rentable square feet?
Answer: SmartStop Self Storage REIT, Inc. is the tenth-largest self storage company in the U.S., with approximately $1.6 billion of real estate assets under management, including 112…
New York City REIT to List on NYSE
On July 29, 2020, New York City REIT, Inc. (the “Company”) announced that its board of directors had unanimously approved a plan…
WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs
WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs June 26, 2020 SAN DIEGO, June 26, 2020 /PRNewswire-PRWeb/ — Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides...
July 2020 Nontraded REIT Capital Raise Drops, Nontraded Preferred Issuances Increase
Blue Vault received July sales totals for 12 effective nontraded REIT program offerings as of August 10. Sales reported by those 12 NTRs totaled…
NMHC Rent Payment Tracker Finds 79.3 Percent of Apartment Households Paid Rent as of August 6
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 79.3 percent of apartment households made a full or partial rent payment by…
CRE investors still taking a wait-and-see approach
Second quarter transaction volumes for commercial property remain severely depressed and changes in pricing are moving slower than expected, according to new…
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