Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Blue Vault has tracked performance data for nontraded REITs since 1990. Based on the funds we have covered over the years, how much gross capital has the nontraded REIT industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
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...
Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about events in 2022 that pose a challenge for...
Seeing the Effects of Higher Interest Rates on Housing Supply
Seeing the Effects of Higher Interest Rates on Housing Supply June 21, 2023 | James Sprow | Blue Vault Fewer builders are starting new homes amid high prices for materials...
US Homebuilder Sentiment Increases to Almost One-Year High
US Homebuilder Sentiment Increases to Almost One-Year High June 19, 2023 | Vince Golle | Bloomberg US homebuilder sentiment advanced in June to an 11-month high as a limited...
More articles…
What Worked, What Didn’t for CRE Pros Working Remotely
When the novel coronavirus pandemic forced all two dozen workers at David Eyzenberg’s eponymous real estate investment bank to work remotely, its founder…
Retail Rent Collections Increased in July
Retail rent collections increased in July compared to earlier months during the pandemic. According to data from Datex Property Solutions, retail rent collections were 68.8% in…
Some Investors See Now as the Time to Buy Hotels. Here’s What to Keep in Mind.
The hospitality industry has been one of the hardest hit commercial property sectors during the pandemic, so what can prospective hotel investors…
Lisa Robinson: COVID-19’s Effect on Multifamily Real Estate
In this clip, Stacy Chitty (Managing Partner, Blue Vault) and Lisa Robinson (President, Carter Multifamily) cover how multifamily has performed since March 2020.
MOB Sales Fell by Nearly 50 Percent in the Second Quarter, But the Sector’s Outlook Is Strong
Investment sales volumes in the medical office buildings (MOB) sector have dipped and cap rates have flattened in recent month, but the…
The next wave to hit Main Street
Call it the great retail wash. A wave of defaults, bankruptcies and evictions expected in cities across the U.S. is poised to remake the retail landscape across the country, but…
Which private equity manager recently purchased five restaurants for $1.00?
Answer: Tasty Restaurant Group, a wholly-owned affiliate of Los Angeles-based private equity firm Triton Pacific, announced that it entered into a…
Which nontraded REIT that invests solely in industrial assets has raised over $755 million in equity capital YTD through July 2020?
Answer: Black Creek Industrial REIT IV reported sales in July of $32.5 million bringing its total for 2020 through July 31, 2020 to $755.6 million, including…
Inside the V(ALT), with Lisa Robinson of Carter Multifamily [full episode]
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Recent Nontraded REIT Rent Collections vs. Listed REIT Experience
In a recent article, we looked at the rent collections by nontraded REITs in April, May and June of 2020. NAREIT recently…









