Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Marketing Is the New Sales
The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
The Cove Diversified Portfolio 88 DST is a 100% debt-free portfolio of assets that features five locations covering multiple geographic regions, asset classes, and tenant companies.
BC Partners promotes four new Partners
“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners.” — Raymond Svider, Chairman at BC Partners.
Madison Capital Markets Appoints Jeff Kremin as President and Lee Bastidas as EVP of National Accounts
The appointments are part of Madison Capital’s ongoing commitment to performance, innovation and delivering best-in-class results to investors and partners.
Recent News
Daniil Shapiro: Defining Alts
Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar, Integrating Alternative Investments into Your...
Kimberly Flynn: The Growth of Interval Funds
Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue...
Marketing Intent: Marketing That Helps Bring Capital In The Door
Marketing Intent: Marketing That Helps Bring Capital In The Door May 15, 2023 | Marketing Intent If you’re not doing marketing that’s helping bring capital in the door, why...
Sternlicht’s Starwood Real Estate Income Trust Shakes Up Its Leadership
Sternlicht’s Starwood Real Estate Income Trust Shakes Up Its Leadership May 11, 2023 | Mark Heschmeyer | CoStar News Barry Sternlicht’s nontraded real estate...
Increased Dividend for Capital Square Apartment REIT
Increased Dividend for Capital Square Apartment REIT May 15, 2023 | Capital Square Apartment REIT Capital Square Apartment REIT announced that its board of directors has...
Real Estate Private Investment Alts Navigate Choppy Waters
Real Estate Private Investment Alts Navigate Choppy Waters May 15, 2023 | Beth Mattson-Teig | WealthManagement.com Non-traded REITs and other private real estate...
More articles…
Blue Vault Bowman Alts Week 2020 Kicks Off May 4
Blue Vault Bowman Alts Week 2020 Kicks Off on May 4 Blue Vault and Bowman Law are teaming up to drive dialogue about alternative investments at this unprecedented historical time. Join us for the inaugural launch of Alts Week May 4-8, 2020. This event will be...
March 2020 Nontraded REIT Capital Raise Down, But Quarterly Y-O-Y Results Strong
Blue Vault received March sales totals for 17 effective nontraded REIT program offerings as of April 14. Sales reported by those 17 NTRs totaled…
Phoenix American Announces Updated Brand Image and Launch of New Website
San Rafael, CA – Phoenix American Financial Services (“Phoenix) announced today the introduction of the company’s new brand image coinciding with the launch of its new company website…
Which type of fee charged by nontraded REIT sponsors has the most important impact on shareholder returns over the life of the REIT?
Answer: The asset management fee charged annually by nontraded REIT sponsors has by far the most important impact on shareholder returns. While upfront loads are important…
IRS Loosens Timelines for 1031-Exchange Buyers
Section 1031 of the Internal Revenue Code enables real estate investors to defer capital gains on income-producing property when those gains are used to acquire a like-kind investment…
Fiscal Package Brings Aid to Workers And Businesses Impacted by COVID-19
Global health crisis causes shock to labor market. Social-distancing measures and the closure of many businesses to stem the spread of COVID-19 have forced companies to temporarily lay off…
The Parking REIT Announces Increased Expenses in 2019, Suspension of Preferred Distributions
In the following letter to shareholders, Michael V. Shustek, Chairman and CEO of the Parking REIT nontraded REIT, described results for 2019. Notably, 2019 revenues of $22.8 million, an increase…
Independent Living Faces Covid-19 Vulnerabilities As Less Needs-Based Product
Compared to assisted living and memory care, independent living and active adult communities can be harder to secure during the coronavirus pandemic. The better health, mobility and independent…
CSM sells 59-building portfolio
Minneapolis-based CSM Corp. has closed on a commercial real estate sale that might be the largest ever in the Twin Cities…
CMBS Delinquencies Predicted to Reach Near “Great Recession Peak”
The mortgage-backed securities sector has been rocked by the economic fallouts from measures to contain the novel coronavirus, and while the delinquency rate for loans in CMBS has been…










