Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
Weekly Alts News Roundup: April 8, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
In this Q&A, Mat Dellorso, Managing Director of SEI Access™, discusses how technology stands to exponentially expand the alts market and the role that SEI Access will play in that transformation.
Recent News
NexPoint’s VineBrook Homes Trust now available for trading on LODASMarkets.com
LODAS Markets announced today that VineBrook Homes Trust, which is externally managed by NexPoint Real Estate Advisors V, L.P. (together with its affiliates...
Altigo Surpasses $3B in Alts Transactions
Altigo Surpasses $3B in Alts Transactions May 11, 2023 | Heather Acey Less than a year after hitting the $2 billion mark, Altigo has crossed $3 billion in alternative...
Which two nontraded REITs owned the most self-storage properties as of December 31, 2022?
Which two nontraded REITs owned the most self-storage properties as of December 31, 2022? Answer: Blackstone REIT owned 208 self-storage properties and Starwood REIT owned...
Publicly-Traded REITs Were Flat in April, Remain Up for the Year
Publicly-Traded REITs Were Flat in April, Remain Up for the Year May 8, 2023 | David Bodamer | WealthManagement.com The Nareit All Equity REIT Index generated total...
Prospect Capital Announces March 2023 Financial Results and Declares Stable Monthly Dividends through August 2023 of $0.06 Per Share
Prospect Capital Announces March 2023 Financial Results and Declares Stable Monthly Dividends through August 2023 of $0.06 Per Share May 9, 2023 | Prospect Capital Prospect...
Marketing Intent: The Power Of The Pivot
Marketing Intent: The Power Of The Pivot May 9, 2023 | Marketing Intent Your fund just closed and you expected it to be open for six more months. Your marketing plan is out...
More articles…
Why Coronavirus Will Hit Hotel REITs Hardest
Risks U.S. REITs face from coronavirus depend on a variety of factors. Property type, lease duration, market location and concentration, and tenant profiles or…
InvenTrust Board to Delay Updating Estimated Value Per Share
On May 9, 2019, InvenTrust Properties Corp. (the “Company”) announced an estimated per share value of its common stock equal to $3.14 as of May 1, 2019, to assist…
United Development Funding Announces Supreme Court of Texas Denies Kyle Bass Review
In an article posted on Blue Vault’s website in December 2017, entitled “How An Attack on a Nontraded REIT Sponsor Made a Hedge Fund Manager $60 Million,” we referred readers to…
How Falling Interest Rates Affect Nontraded REITs
One effect that the recent fall in interest rates will have on nontraded REITs is the lowering of interest rates on variable rate debt. As of September 30, 2019, approximately…
Blue Vault Releases Its 6th Edition Nontraded REIT Full-Cycle Performance Study
ATLANTA (March 18, 2020) – Blue Vault, a leading independent alternative investments research and education firm, has released its 6th Edition Nontraded REIT Full-Cycle Performance Study to…
James Sprow, Sr. VP – Research at Blue Vault, quoted in FundFire Article
In the FundFire article “Advisors Flock to Real Estate Funds, But Do They Grasp Fees?” author Tom Stabile takes a deep dive into the Blue Vault Nontraded REIT…
Healthcare Trust Recommends Rejection of Mackenzie $7.59 Tender Offer
Healthcare Trust, Inc. (“HTI”) announced that, after careful evaluation, its board of directors strongly recommends that HTI’s stockholders reject the…
Moody National REIT II Briefs Shareholders on Impact of COVID-19
Dear Shareholders of Moody National REIT II, Inc.:
Moody National REIT II, Inc. (referred to herein as “we,” “us”, “our” and the “Company”) is taking the threat of the ongoing coronavirus (“COVID-19”) pandemic…
In terms of total assets under management, by what percentage did the nontraded REIT industry increase from the second quarter of 2019 to the third quarter of 2019?
Answer: Total industry assets increased from approximately $93.9 billion in the second quarter of 2019 to approximately $101.0 billion in the third quarter of 2019…
CRE Could Benefit From The Fed Cutting Interest Rates To Near-Zero Levels — If Things Reopen
In an attempt to boost the vulnerable U.S. economy during the coronavirus pandemic, the Federal Reserve Sunday slashed interest rates by…










