Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Urban Catalyst Breaks Ground on Aquino, a Premier Multifamily Development in Downtown West San Jose
Aquino is among the first major projects to advance under San Jose’s Multifamily Housing Incentive Program, which the City Council approved in December to spur housing production.
Bluerock Value Exchange Fully Subscribes $66 Million Class A Multifamily DST in Tampa Florida
Bluerock reported that it has sponsored more than $2.8 billion in full-cycle and on-going 1031 exchange programs.
Nontraded BDCs Raise Record Capital, Expand Yield in Q2
The nontraded BDC industry experienced a third consecutive quarter of growth in Q2 while generating robust total returns through the first half of the year.
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients
The partnership represents a significant milestone for the asset manager as it seeks to build a globally scaled platform focused on middle-market opportunities.
Recent News
Nate Oltmans: Alts Challenges in 2023
In this Blue Vault Minute, Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) gives an advisor’s perspective on the challenges facing alternatives...
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share June 30, 2023 | Alternatives Watch We recently caught up with Alliance 160’s Amanda...
Interval Funds: The Growing Market That’s Turning Advisors on to Alts
Interval Funds: The Growing Market That’s Turning Advisors on to Alts July 20, 2023 | Johnathan Rickman | Blue Vault As economic uncertainty continues to tame investment...
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets July 18, 2023 | Amanda Albright | Bloomberg US public pensions have boosted their exposure to...
UK takeover wave rolls on with £470 million bid for fund manager Gresham House
UK takeover wave rolls on with £470 million bid for fund manager Gresham House July 17, 2023 | Shares Shareholders in alternative asset manager Gresham...
BREIT forges ahead on comeback trail: Blackstone fund posted strongest return in 10 months after limiting withdrawals
BREIT forges ahead on comeback trail: Blackstone fund posted strongest return in 10 months after limiting withdrawals July 17, 2023 | TheRealDeal Blackstone’s real estate...
More articles…
Nontraded REIT fundraising on the rise, with Blackstone leading the way
Sales of nontraded real estate investment trusts are creeping back up off the spring 2020 lows induced by the coronavirus pandemic, and a leading investment bank in…
Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE
Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE Competitive industry leaders convene to address the future of advice while supporting diversity and inclusion PHILADELPHIA, PA – July 28, 2020 — Asset-Map Holdings Inc. (Asset-Map)...
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…










