Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ASHFORD SECURITIES EXPANDS TEAM WITH STRATEGIC HIRES
Ashford Securities LLC strengthens its leadership team with dynamic new talent, signaling exciting developments in its national growth strategy and commitment to financial intermediaries—discover the seasoned professionals driving this next chapter.
Alts Lingo for Beginners: How to Make an Informed Pitch
Alternative investments terminology can sometimes seem contradictory, but it’s important to understand the lingo in order to make an informed pitch to investors.
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
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Blue Vault Publishes Q4 2024 Nontraded REIT Industry Review
Blue Vault published its Q4 2024 Nontraded REIT Industry Review. The review compiles industry statistics that allow you to compare distribution rates, total assets, FFO payout ratios, and more.
Recent News
NexPoint Expands Industrial Real Estate Footprint with Acquisition of Four Small Bay Multi-Tenant Properties in Central Florida
NexPoint, a multibillion-dollar alternative investment platform, today announced the acquisition of four multi-tenant small bay properties in Central Florida. The...
The World of Wealthtech for Advisors
The World of Wealthtech for Advisors June 20, 2023 | Johnathan Rickman | Blue Vault Learn About the Dizzying Array of Service Providers That Offer Technology Solutions for...
Fifth Third Bank Is Latest To Back Off Office Lending
Fifth Third Bank Is Latest To Back Off Office Lending June 15, 2023 | Jarred Schenke | Bisnow Atlanta A major Midwest bank with more than $200B in assets is saying no thank...
New Disclosure Requirements for Public REITs’ Share Repurchases
New Disclosure Requirements for Public REITs’ Share Repurchases June 14, 2023 | JD Supra On May 3, the Securities and Exchange Commission (SEC) adopted final...
US Hotel Occupancy Up Sequentially, Down YOY in Week Ending June 10
US Hotel Occupancy Up Sequentially, Down YOY in Week Ending June 10 June 15, 2023 | Muhammad Hammad Asif | S&P Global Market Intelligence US hotel performance improved...
How REITs Hedge Variable Rate Debt
How REITs Hedge Variable Rate Debt June 15, 2023 | James Sprow | Blue Vault With the rise in interest rates since March 2022 when the Federal Reserve first began...
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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).
Clip: Why Alternative Investments?
In this clip, Stacy Chitty answers the question, “Why alternative investments?” on Inside the V(ALT).
Self-Storage – Overcoming a COVID-19 World
I once asked a forty-year self-storage executive what drives self-storage demand. Without hesitation, he responded…
Altigo’s Success Continues with 4 New Broker-Dealer Partnerships
Altigo, an electronic trade processing platform from WealthForge, has expanded its user-base with 4 new broker-dealer partnerships…
Nontraded REIT Capital Raise Rebounds
Blue Vault received June sales totals for 12 effective nontraded REIT program offerings as of July 9. Sales reported…











