Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault Published its Q2 2025 Full Nontraded REIT Industry Review
The Q2 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. The Review includes 36 Individual Performance Pages (IPPs) and limited data on three additional REITs, including the new StratCap Digital Infrastructure REIT.
ExchangeRight Appoints Jeff Noblin as Senior Vice President of the South Central Region
Noblin brings more than 25 years of leadership experience in wealth management, where he has partnered with financial advisors and institutions to deliver alternative investment strategies designed for long-term value.
Blue Vault Q2 2025 Full Nontraded BDC Industry Review is Published
The Q2 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The review includes 24 Individual Performance Pages (IPPs).
Hotels And Private Credit: A Match Made In Heaven
When traditional banks deny loan applications or tighten their purse strings, private credit can provide the reliability and flexibility that owners need to move commercial projects forward.
Recent News
Invitation Homes Nears a Deal for 2,000 Starwood Rentals
Invitation Homes Nears a Deal for 2,000 Starwood Rentals June 28, 2023 | Patrick Clark | Bloomberg Starwood Capital Group is nearing an agreement to sell a portfolio of...
Blackstone Sells Nearly 14M SF of Industrial Properties for $3.1B
Blackstone Sells Nearly 14M SF of Industrial Properties for $3.1B June 26, 2023 | Erika Morphy | Globest Blackstone has signed a definitive agreement with Prologis to sell...
More than 72% of Rookie Advisors Still Fail out of the Industry: Cerulli
More than 72% of Rookie Advisors Still Fail out of the Industry: Cerulli June 27, 2023 | Lisa Fu | AdvisorHub Teaming and better educational support could help improve poor...
Driven by Continued E-commerce Growth, Industrial Fundamentals are “Extremely Strong”
Driven by Continued E-commerce Growth, Industrial Fundamentals are “Extremely Strong” June 26, 2023 | Diane Rusignola | Nareit Bill Crooker, president and CEO of STAG...
Can the Regulation A Exemption be used for a syndicated offering?
Can the Regulation A Exemption be used for a syndicated offering? June 29, 2023 | Jim Raper | WealthForge The JOBS Act of 2012 created and revised methods for small and...
Newly Published Interval Fund, Tender Offer Fund & Nontraded LLC Performance Reports
Blue Vault is pleased to announce the publication of the following interval fund, tender offer funs, and nontraded LLC individual performance reports for the period ending...
More articles…
Hines Global REIT’s Liquidating Trust Declares $1.00 Special Distribution, Revised NAV
Hines Global REIT Inc., which recently completed its liquidation by transferring its entire assets and liabilities to the newly created HGR Liquidating Trust, said…
Phillips Edison & Co. Provides Operational and Rent Updates
Phillips Edison & Co. Inc. said it is executing on its conservative capital allocation strategy, including repaying its revolving credit facility to a zero balance, and will…
Which asset class among commercial real estate investments features touchless interactions with tenants, low daily traffic counts, rent collections that have been relatively unaffected by COVID-19, and low costs to refurbish units when tenants change?
Answer: Self-storage assets such as those developed and managed by SmartStop Self Storage REIT and Leitbox Portfolio Partners Self Storage Fund…
Kirk Montgomery: Reg BI Explained
In this clip, Kirk Montgomery (Partner, Practus, LLP) and Stacy Chitty (Managing Partner, Blue Vault) cover the basics of Reg BI.
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.










