Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Bluerock Value Exchange Launches $71 Million 1031 Exchange BR Diversified Industrial Portfolio 6 DST
DIP 6 represents BVEX’s 43rd individual DST program, and sixth sequential industrial-focused DST program.
Recent News
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...
Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the quarter?
Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the...
Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives
Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives June 26, 2023 | BusinessWire CaliberCos Inc. (NASDAQ: CWD), a leading...
Legion Capital Selects Wealthforge as Managing Broker-Dealer
Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey | WealthForge Legion Capital, a specialized real estate development lender, has...
More articles…
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…
Blackstone Buys Industrial Portfolio with $218M Loan
The Blackstone Group Inc. unit Blackstone Real Estate Income Trust Inc. secured a $217.5 million loan to purchase a 27-building industrial portfolio across the…
How Has the Lockdown Impacted Commercial Real Estate Sales and Prices?
Commercial real estate markets have been in lockdown along with the rest of the country. The most visible sign of this lockdown is the collapse of sales transactions…










