Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
BNY and iCapital® Form Alliance
This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket
This is Peachtree’s ninth DST offering since the firm launched the program in 2022.
Blue Vault’s alternative investment data includes coverage of 78 active interval funds. Which interval fund has the highest distribution rate based on most recent filings?
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Recent News
Jim Sprow: DRIP Proceeds
Jim Sprow (Senior VP Research, Blue Vault) and Stacy Chitty (Managing Partner, Blue Vault) discuss an interesting trend in the DRIP...
NAV REITs Report Negative Median Total Returns for April
NAV REITs Report Negative Median Total Returns for April May 25, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
Jim Sprow: Total Front Load Before Expenses for Class T Shares
Jim Sprow (Senior VP Research, Blue Vault) shows us the Total Front Load Before Expenses for Class T Shares from the Blue Vault Nontraded REIT Fee...
Jim Sprow: Two Ways Fees Assessed
Jim Sprow (Senior VP, Research Blue Vault) explains the 2 ways fees are assessed and how you can see this information in the Nontraded REIT Fee...
Jim Sprow: Fee Study Sample
Jim Sprow (Senior VP Research, Blue Vault) gives us a fee study sample from Blue Vault’s Nontraded REIT Fee...
Global Net Lease and The Necessity Retail REIT to Merge, Creating Sector-Leading Diversified Net Lease REIT
Global Net Lease and The Necessity Retail REIT to Merge, Creating Sector-Leading Diversified Net Lease REIT May 23, 2023 | The Necessity Retail REIT, Inc. and Global Net...
More articles…
What are some of the asset types that were mentioned as particularly recession-resistant in presentations at the Blue Vault Bowman Alts Week 2020?
Answer: The following asset types were presented as particularly recession-resistant: self-storage, necessity retail, and…
Inland Securities Corporation Announces Appointment of Peter S. Martin III as Senior Vice President of Institutional Relations
Mr. Martin will represent Inland-sponsored investment programs offered by Inland Securities Corporation through an extensive distribution channel of registered investment advisors (“RIAs”) and other financial intermediaries working in an advisory capacity.
ExchangeRight Promotes Weldon Evans to National Sales Director to Lead Expanding Sales Team
PASADENA, Calif. – ExchangeRight is pleased to announce the promotion of Weldon Evans to National Sales Director. In this position, Weldon will work closely with…
Owl Rock Capital Corporation II to Repurchase Shares
On May 18, 2020, Owl Rock Capital Corporation II (“ORCCII”) announced its intentions to purchase for cash up to approximately $16.3 million of its…
Growing Dry Powder Pool May Boost Economic Recovery, REITs
There’s a $2 trillion stimulus fund you haven’t heard about, and it’s growing bigger every…
Black Creek Diversified Property Fund Announces Net Asset Value Per Share
On May 15 Black Creek Diversified Property Fund announced a revised net asset value per share of $7.5148 for all classes of common shares, as of…
Hartman vREIT XXI, Inc. to Delay Q1 2020 10-Q Filing
According to an 8-K filing with the SEC on May 14, Hartman vREIT XXI, Inc., a nontraded REIT, is unable to meet the filing deadline for Form 10-Q due to circumstances…
Hartman Short Term Income Properties XX, Inc. to Delay Q1 2020 10-Q Filing
According to an 8-K filing with the SEC on May 14, Hartman Short Term Income Properties XX, Inc., a nontraded REIT, is unable to meet the filing deadline for…
Watermark Lodging Trust to Delay Filing Q1 2020 10-Q, Discusses Risks from COVID-19
Due to the circumstances related to COVID-19, Watermark Lodging Trust, Inc. (the “Company”) is unable to file the Form 10-Q on a timely basis due to delays in…
Looking for High Occupancy and Long-Term Leases in Nontraded REIT Portfolios (Q4 2019)
…two measures of relative safety might be the combination of a real estate portfolio’s weighted average occupancy and its weighted average lease maturity.








