Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Smart Marketing Keeps Advisors Coming Back
Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
The Lowdown on UPREITs: Keeping Investment Property in Play
An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
Recent News
Nontraded REITs: First Group of Q1 2023 Pages Now Published
First Group of Q1 2023 Nontraded REIT Pages Now Published The following NTR individual performance pages are newly published and available to Blue Vault subscribers:...
Blackstone Completes Acquisition of Majority Stake of Copeland, Formerly Emerson Climate Technologies
May 31, 2023 | Blackstone Blackstone (NYSE: BX) and Emerson (NYSE: EMR) today announced that private equity funds managed by Blackstone (“Blackstone”) have completed the...
Which Interval Fund reported sales of $113.3 million in March and $51.6 million in April, the most of any Interval Fund that reported sales to Blue Vault for those months?
Which Interval Fund reported sales of $113.3 million in March and $51.6 million in April, the most of any Interval Fund that reported sales to Blue Vault for those months?...
Warren Thomas: ExchangeRight Fund to Become an SEC Reporting Company
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Allianz Guaranteed Income Product Will Be Available with SS&C
Allianz Guaranteed Income Product Will Be Available with SS&C May 24, 2023 | SS&C SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it will be...
Marketing Intent: Utilizing All Marketing Platforms
Marketing Intent: Utilizing All Marketing Platforms May 30, 2023 | Marketing Intent Have you seen that meme where it says, “You’re not my friend if I’m not tweeting you,...
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FS Credit Real Estate Income Trust Announces Higher NAVs as of May 31
In a June 10 filing with the SEC FS Credit Real Estate Income Trust, Inc., a nontraded REIT, announced an estimated…
InvenTrust Maintains Dividend Rate, Suspends SRP and DRP
In a June 11 letter to shareholders, nontraded REIT InvenTrust announced that its board of directors, as of now, has elected to maintain the REIT’s current dividend…
The Economy at a Turning Point: REITs and Commercial Real Estate Outlook at Mid-Year 2020
The good news about the outlook for the economy and commercial real estate as of early June is that we are likely at a turning point for consumer spending and business activity. The stay-at-home orders…
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…









