Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
Recent News
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...
Fed’s Bowman: More rate hikes needed if inflation, job market remain strong
Fed’s Bowman: More rate hikes needed if inflation, job market remain strong May 12, 2023 | Jennifer Schonberger | Yahoo!finance Federal Reserve Governor Michelle Bowman said...
Private-credit firms see opportunity as banks tighten lending
Private-credit firms see opportunity as banks tighten lending May 10, 2023 | Lisa Pauline Mattackal | Reuters Private-credit firms are eyeing fresh opportunities from a...
Stacy Chitty: Nontraded REIT Class T Shares Sales Loads
What is the typical class T share sales load for nontraded REITs? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue...
CIM Group proposes 34-story apartment tower at 1000 La Brea in West Hollywood
Steven Harp | Urbanize Los Angeles | Last year, CIM Group acquired one of the white whales of real estate in West Hollywood – the increasingly...
Stacy Chitty: 2022 Nontraded REIT Capital Raise at Near-Record Level
Stacy Chitty (Managing Partner, Blue Vault) weighs in on the near-record level of 2022 nontraded REIT capital raise despite the end-of-the year challenges experienced by...
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Some Initial Takeaways on How the $2T Stimulus Helps CRE
After days of rancorous negotiations, the U.S. Senate unanimously approved a $2 trillion+ economic stimulus bill aimed at helping the American economy navigate an unprecedented…
What Resources Will REITs Need To Navigate the Coronavirus Crisis?
News over the past week has been worse than expected, both in terms of spread of the virus and the economic impact of measures to control the pandemic. In particular, job losses appear to be…
Lightstone VP REIT V Acquires Autumn Breeze Apartments in Noblesville, Indiana
On March 17, 2020, Lightstone Value Plus Real Estate Investment Trust V, Inc. (the “Company”), through LVP BH Autumn Breeze, completed the acquisition of the Autumn Breeze Apartments from an…
Most investment firms see US, Canadian RE deals fall through in wake of COVID-19
A majority of the institutional real estate investment industry has seen property deals fall through in light of the coronavirus pandemic, according to a survey by the…
Loss rate on RE loans could rise; stimulus may not do enough for real estate
Commercial real-estate loans made by banks will suffer a loss rate of up to 2.5% over the next five years because of the COVID-19 coronavirus pandemic and its expected…
InPoint Commercial Real Estate Income Suspends Public Offering
According to the company’s board, these measures will allow the company to maintain fiscal responsibility and respond accordingly to the financial situation.
Nontraded REIT Liquidity and the Coronavirus
…nontraded REIT managers are contemplating or have already taken action to delay or discontinue distributions.
ExchangeRight Fully Subscribes Recession-Resilient $119 Million Net-Leased DST Offering
PASADENA, Calif. – ExchangeRight has fully subscribed its $119 million Net-Leased Portfolio 31 DST offering. The portfolio is designed to generate stable income and…
JLL Income Property Trust Declares 33rd Consecutive Quarterly Dividend
CHICAGO, March 19, 2020 /PRNewswire/ — JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), announced that on…
Market Update: Coronavirus Impact on Real Estate
Stock market correction spurs portfolio recalibration. As the new coronavirus (COVID-19) broke free from China, the prospects of increased economic risks drove Wall Street into a flight…










