Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
As the end of Q1 2025, investors saw several positive impacts from the industry upsurge, including an average distribution yield of 8.77% and abounding opportunities with 21 open funds currently raising capital.
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
The newly launched Class D shares are specifically designed for registered investment advisors and custodial platforms and offer one of the lowest fee structures in the industry.
2025 CAIS Alternative Asset Manager Survey Report
Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.
Blue Vault Q1 2025 Full Nontraded REIT Industry Review is Published
The Q1 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. In additional to 38 Individual Performance Pages (IPPs), the full review looks at industry statistics such as current quarter and historic capital raise, debt ratios, YTD interest coverage ratio, median distribution yields, and much more.
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Recent News
Blackstone wrote down its stake in this Chicago office building to $0. Now it’s talking with lenders on the debt coming due.
Blackstone wrote down its stake in this Chicago office building to $0. Now it’s talking with lenders on the debt coming due. May 23, 2023 | Joy Wiltermuth | Market Watch...
Warren Thomas: The Effect of Rising Interest Rates on Asset Managers
In this Blue Vault Minute, Warren Thomas (Managing Partner, ExchangeRight) addresses the effects of the Fed’s record-setting rate increases and the alts...
Luke Schmidt: Annual Distribution Rates by Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Annual Distribution Rates by Nontraded BDCs as of December...
Jim Sprow: NTR Capital Raise
Jim Sprow (Senior VP Research, Blue Vault) discusses Nontraded REIT Capital Raise from Q42012 to...
Luke Schmidt: Total Industry Assets of Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Total Industry Assets of Nontraded BDC’s from 2016 through...
Jim Sprow: DRIP Proceeds
Jim Sprow (Senior VP Research, Blue Vault) and Stacy Chitty (Managing Partner, Blue Vault) discuss an interesting trend in the DRIP...
More articles…
Kirk Montgomery: Reg BI and Alternative Investments
In this clip, Kirk Montgomery (Partner, Practus, LLP) and Stacy Chitty (Managing Partner, Blue Vault) discuss Reg BI and alternative investments as a useful component of an overall portfolio.
Stacy Chitty: Why Alternative Investments?
In this clip, Stacy Chitty (Managing Partner, Blue Vault) answers the question, “Why alternative investments?” on Inside the V(ALT).
Which nontraded REIT invests in multifamily properties and has all selling commissions, dealer manager fees and offering expenses paid by the advisor without reimbursement?
Cottonwood Communities has 100% of offering proceeds available for investment from day one because…
Inside the V(ALT), with Kirk Montgomery of Practus [full episode]
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Clip: Reg BI Explained
In this clip, Kirk Montgomery and Stacy Chitty cover the basics of Reg BI.
Clip: Reg BI and Alternative Investments
In this clip, Kirk Montgomery and Stacy Chitty discuss Reg BI and alternative investments as a useful component of an overall portfolio.
Clip: The Impact of Regulation Best Interest
In this clip, Kirk Montgomery and Stacy Chitty talk about the impact of Reg BI on alternative investment sales.
Inside the V(ALT), with Bill Robbins of WealthForge [full episode]
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Clip: Benefits to Remote Employees
In this clip, Bill Robbins and Stacy Chitty explore how Altigo facilitates remote work on Inside the V(ALT).
Clip: Benefits of the Altigo System
In this clip, Bill Robbins and Stacy Chitty discuss the benefits of Altigo beyond electronic signatures on Inside the V(ALT).
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