Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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!
BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access
SEI’s alternative investments platform expands fund lineup.
Recent News
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...
Tax Advantages of Public Nonlisted REITS
Tax Advantages of Public Nonlisted REITS April 18, 2023 | J.P. Morgan Asset Management The tax laws applicable to non-listed REITs may reduce, defer or eliminate taxes....
Capital Square Multifamily Portfolio Reports 94.8% Occupancy at End of First Quarter 2023
Capital Square Multifamily Portfolio Reports 94.8% Occupancy at End of First Quarter 2023 June 20, 2023 | Capital Square Capital Square, one of the nation’s leading...
NAV REITs Report Negative Median Total Returns for May
NAV REITs Report Negative Median Total Returns for May June 19, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
More articles…
Clip: COVID-19’s Effect on Multifamily Real Estate
In this clip, Stacy Chitty and Lisa Robinson cover how multifamily has performed since March 2020.
Clip: Demand Source for Multifamily Real Estate
In this clip, Stacy Chitty and Lisa Robinson explore where the demand for Class B multifamily real estate comes from.
Clip: Multifamily Real Estate Managing Strategies
In this clip, Stacy Chitty and Lisa Robinson talk about Carter Multifamily’s social impact investment strategy.
SmartStop Self Storage REIT Launches Solar Panel Project in Mt. Pleasant, S.C.
LADERA RANCH, Calif. – August 7, 2020 – SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company” ), a self-managed and fully-integrated self storage company…
Rodin Global Property Trust Changes Name to Cantor Fitzgerald Income Trust
On July 30, 2020, Cantor Fitzgerald Income Trust, Inc., formerly known as Rodin Global Property Trust, Inc. (the “Company”), amended its charter to…
How to Manage Multifamily Assets When Residents No Longer Leave
Life under COVID-19 means people are now at home most of the time. And while this is better for public health, since it helps slow the spread of the virus, it introduces new…
Cottonwood Makes Preferred Equity Investment in New York City Multifamily Development Project
Cottonwood Communities, Inc. (“Cottonwood Communities” or the”REIT”), a publicly registered non-traded real estate investment trust, has closed on a…
Mixed-Use Could Pose Trouble for Apartments
So far, the apartment market has held up relatively well after COVID-19 hit. But Jake Reiter, president of Verde Capital, does see some…
REITs Rose Last Week to Finish July in Positive Territory
REIT share prices rose last week with the FTSE Nareit All Equity REITs index posting a positive return of 4.2%. Stock returns were up on balance for the month of July, trimming the…
Which two sponsors of nontraded REITs also manage Qualified Opportunity Funds?
Answer: CIM Group manages CIM Opportunity Zone Fund LP and Griffin Capital manages…










