Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Blue Vault Q2 2025 NTR Performance Report Update
Blue Vault has now published 36 Nontraded REIT Individual Performance Pages for Q2 2025.
Q2 2025 Blue Vault Nontraded BDC Performance Report Update
Twenty-four Q2 2025 Nontraded BDC reports are now available for members. Blue Vault’s Individual Performance Pages help you track performance.
RIA Email Marketing That Misses
Every email should serve a purpose in the journey toward building a relationship, not just securing a transaction.
Recent News
Ashford Securities Announces $500 Million In Capital Raised Since 2021
Ashford Securities Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), is pleased to announce that it...
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
The World’s Empty Office Buildings Have Become a Debt Time Bomb June 23, 2023 | Natalie Wong, John Gittelsohn, Jack Sidders and Shawna Kwan | Bloomberg In New York and...
Silicon Valley, Calif., Office Vacancy Surging
Silicon Valley, Calif., Office Vacancy Surging June 26, 2023 | S&P Global Market Intelligence Vacant office space is piling up in California’s Silicon Valley as...
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
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Clip: The Evolution of centersky.net with Gary Davi
Watch Gary Davi and Stacy Chitty explore the evolution of centersky.net on Inside the V(ALT).
Clip: Having a Fine Tuned Capital Markets Department with Gary Davi
Watch Gary Davi and Stacy Chitty discuss fine tuned capital markets departments on Inside the V(ALT).
Clip: Marketing Automation with Gary Davi
Watch Gary Davi and Stacy Chitty talk about marketing automation on Inside the V(ALT).
Inside the V(ALT), with Kyle Van Pelt of SS&C Black Diamond [full episode]
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Clip: The Creation of Black Diamond with Kyle Van Pelt
Watch Kyle Van Pelt and Stacy Chitty explore the creation of Black Diamond on Inside the V(ALT).
Clip: Alternative Investments with Kyle Van Pelt
Watch Kyle Van Pelt and Stacy Chitty discuss alternative investments on Inside the V(ALT).
Clip: The Fuel of Future Innovation with Kyle Van Pelt
Watch Kyle Van Pelt and Stacy Chitty talk about the fuel of future innovation on Inside the V(ALT).
REIT Industry June Rent Collection Data
Nareit is surveying its membership about monthly rent collections in the wake of the COVID-19 pandemic and related closures. The June results show an improvement for…
U.S. Economy Slowly Recovering from COVID-19 Impact, Says AEW Researcher
As pandemic-driven restrictions steadily ease across the country, all 50 states have now entered some form of gradual economic reopening. Customers are returning to retailers and…
Which two nontraded REITs merged in April of 2020 in an all-stock transaction?
Answer: Carey Watermark Investors 2 Incorporated and Carey Watermark Investors Incorporated merged in an all-stock transaction…











