Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Nephila Capital Selects SEI as a Global Strategic Partner
Global operational footprint and technology capabilities enable scale and power growth.
John Hancock Closed-End Funds Declare Quarterly Distributions
Quarterly distributions were announced for the John Hancock Diversified Income Fund and for the John Hancock Financial Opportunities Fund.
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: equity-focused interval funds or equity-focused tender offer funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: credit-focused interval funds or credit-focused tender offer funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75%
ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75% June 22, 2023 | ExchangeRight ExchangeRight, one of the nation’s...
Real Estate Cap Rates and the Slow Wheels of Progress
Real Estate Cap Rates and the Slow Wheels of Progress June 20, 2023 | Edward F. Pierzak | Nareit Differences in cap rates capture the divergence that occurred between U.S....
Q1 2023 Published Reports as of June 23
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 23 Nontraded REIT (newly published performance reports are in bold font) All Q1 2023 individual...
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault’s semi-annual interval fund individual...
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue...
Peachtree Group Strengthens Its Capital Markets Team with Key Appointments
June 21, 2023 | Peachtree Group Peachtree Group (“Peachtree”) has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC...
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WealthForge Expands Altigo Sales Team with 2 New Hires
WealthForge Expands Altigo Sales Team with 2 New Hires June 17, 2020 | Ryan Gunn | WealthForge Richmond, VA — WealthForge, a financial technology service provider that offers solutions for alternative investment trade processing automation, has hired Skip...
Hines Global Income Trust Maintains Distribution and Estimated NAV
In a June 16, 2020, filing with SEC, Hines Global Income Trust, a nontraded REIT with a continuous open public offering, announced that the May 31, 2020, NAV for each…
A Rise in Distressed Hotel Deals Could Hit in Late Summer
The hotel sector is sitting atop a cresting wave of growing loan delinquencies that may soon break and douse the market with distressed investment opportunities. Investors who have been…
Lingering Fears Weighed on REITs, Broader Market Last Week
Stock markets have been in a push-pull battle between positive news of the economy reopening, on one hand, and continuing concerns about containing the coronavirus pandemic…
As of June 12, 2020, only one of the NTRs that have had full-cycle events and listed stocks to track had positive gains in stock price over the prior 12 months. How many of those same 28 NTRs had positive gains in share prices in the 12-month period ending December 6, 2019?
Answer: Over the 12-month period ending December 6, 2019, 21 of the 28 full-cycle NTRs with listed stocks to track had positive gains…
Black Creek Group Sees Continued Demand for Industrial Space in the Inland Empire
DENVER, June 18 — Black Creek Group, a Denver-based real estate investment management firm with a more than 25-year history, today announced a full-building lease with…
Nontraded REIT capital raise totaled approximately $3.64 billion in the fourth quarter of 2019. How does this capital raise total compare to the amount raised in the third quarter of 2019?
Answer: Capital raise for the industry increased from $3.24 billion in the third quarter of 2019 to $3.64 billion in the fourth quarter of 2019, an increase of…
Hospitality Investors Trust Enters Forbearance Agreement
On June 10, 2020, Hospitality Investors Trust, Inc. (the “Company”) and its operating partnership, Hospitality Investors Trust Operating Partnership, L.P. (the “OP”), together with…
Of the 28 listed REITs that track the value of previously nontraded REITs that have had full-cycle events via mergers with listed firms or have listed themselves, which listed REIT is the only one to have had a share price increase from June 12, 2019 to June 12, 2020?
Answer: Prologis, a listed REIT that acquired DCT Industrial Trust, Inc. in 2006 for 1.02 shares of Prologis for each share of DCT Industrial Trust, a nontraded…
COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types
COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types April 15, 2020 | Kyle Engelken | WealthForge During the tumultuous economic period caused by the coronavirus pandemic, there are a myriad of indicators of public market performance. The Dow Jones...








