Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight Managing Partner Joshua Ungerecht explains “How necessity-based real estate protects investors amid economic uncertainty.”
Blue Vault Q1 2025 Full Nontraded BDC Industry Review is Published
The Q1 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The full review looks at industry statistics such as total assets, historical capital raise, median total returns, and much more.
Blue Vault Nontraded REIT Q1 2025 Page Update 6-5-2025
Thirty-seven Nontraded REIT Performance Reports are now available. Be sure to check back soon for the release of our NTR Industry Review.
Blackstone REIT has dominated the nontraded REIT sector in capital raising ($902.2 million in the fourth quarter of 2024) ever since it was introduced in late 2016. Which firm is currently second?
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Recent News
How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021?
How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021? Answer: Nontraded REIT programs raised $5.29 billion in Q4 2022, down from...
Private Credit Funds: Challenges and Opportunities
Private Credit Funds: Challenges and Opportunities May 16, 2023 | SS&C Changes in the mainstream lending landscape and the market’s less volatile nature drive more...
Poll: Biggest Challenge to Investing in Alts
Daniil Shapiro (Cerulli Associates) analyzes the results of a poll taken during the webinar, Integrating Alternative Investments into Your...
Luke Schmidt: Education is Key
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the importance of ongoing alts education for advisors in this video clip from the webinar, Integrating...
Daniil Shapiro: Defining Alts
Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar, Integrating Alternative Investments into Your...
Kimberly Flynn: The Growth of Interval Funds
Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue...
More articles…
The Impact of COVID-19 on Nontraded REIT NAVs and Distributions
Since March 1, 2020, some 20 nontraded REIT programs have announced changes in their net asset values per share (NAVs) amid…
June Update on Carter Validus Mission Critical REIT II, Inc.’s Response to COVID-19
TAMPA, FL – The following is a letter provided by the CEO of Carter Validus Critical REIT II, Inc….
Survey Finds May Was Better Than April For Commercial Real Estate Developers
Compared to April, commercial real estate developers in May saw lesser impacts from the COVID-19 pandemic, although the improvements are slight and developers have come to believe…
Opportunity Zone Funds Work to Regain Momentum
COVID-19 has created a new headwind for developers and sponsors raising capital for opportunity zone (OZ) investments…
Oaktree Real Estate Income Trust Reports May Rent and Interest Income Collections
In a June 5, 2020, filing with the SEC, Oaktree Real Estate Income Trust, Inc., a nontraded REIT, reported the following information about…
May 2020 Nontraded REIT Capital Suppressed, Nontraded Preferred Issuances Increase
Blue Vault received May sales totals for 10 effective nontraded REIT program offerings as of June 9. Sales reported by those 10 NTRs totaled $58.4 million compared to…
Riskalyze Announces “Fearless Week 2020”
Fearless Week 2020 will be held August 11th – 14th, 2020 and feature approximately six hours of daily content including “main stage/all audience” blocks and…
ExchangeRight Fully Subscribes All Cash Offering Designed for Recession Resilience
On June 9, 2020, ExchangeRight announced that it has fully subscribed its $33.64 million Net-Leased Portfolio 33 DST offering, an all equity offering. The portfolio opened…
CRE’s Cautious Road to Recovery
At NAREIT’s REITWeek Virtual Investor Conference, a tale of two asset types emerged: those centered in essential sectors of the economy and those servicing non-essential…
Hartman Short Term Income Properties XX Announces $11.26 NAV
On May 14, 2020, the board of directors of Hartman Short Term Income Properties XX, Inc. (the “Company”) determined an estimated net asset value (“NAV”) per share of…









