Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock and its affiliate Bluerock Value Exchange acknowledge 20 years of sponsoring industry-leading 1031 exchange and DST investment programs to individual investors.
Humanize Your Brand with Edutainment
Edutainment is a marketing strategy that is both engaging and memorable and it can transform the way you connect with financial advisors.
In terms of total assets, what percentage of the interval fund industry is made up of the ten largest funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Inland Green Capital Collaborates with Inland Mortgage Capital to Streamline PACE Financing for Commercial Property Owners
Inland Green Capital LLC (“Inland Green Capital”) is excited to announce a new collaboration with Inland Mortgage Capital, LLC (“IMC”), a private lender specializing in...
Four Springs Fully Subscribes $32 Million DST Offering
Four Springs Fully Subscribes $32 Million DST Offering April 4, 2023 | Kinsley Lively | DI Wire Four Springs TEN31 Xchange LLC, a sponsor of Delaware statutory trust...
Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration
Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to...
How CMBS Accounting Creates an Anomaly
How CMBS Accounting Creates an Anomaly April 3, 2023 | James Sprow | Blue Vault In a recent article by Blue Vault entitled When GAAP Doesn’t Make Sense: A Nontraded REIT...
Capital Square Completes Delaware Statutory Trust (DST) to UPREIT Transaction with Over 85% DST Investor Participation and 161% Total Return
Capital Square Completes Delaware Statutory Trust (DST) to UPREIT Transaction with Over 85% DST Investor Participation and 161% Total Return1 April 3, 2023 | Capital Square...
Fed’s Kashkari sees ‘more work to do’ on inflation
Fed’s Kashkari sees ‘more work to do’ on inflation March 30, 2023 | Ann Saphir | Reuters The Federal Reserve has “more work to do” to get...
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Envision Financial Systems
Envision Financial Systems recently celebrated 25 years as a company and has grown its business by delivering innovative, tailored solutions for brokerage houses and…
WealthForge
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded in…
WealthForge
WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. WealthForge was founded…
Strategic Storage Trust IV Files $1.0 Billion Follow-On Offering
In an SEC filing on February 4 for a follow-on offering, Strategic Storage Trust IV, Inc. will be offering up to $1.0 billion in shares of common stock, consisting of three classes…
Blue Vault Releases Expanded Private Offering Data Set
Explore the dashboard here…
SmartStop Asset Management Expands Leadership Team with the Addition of Brad Watt as Executive Vice President
LADERA RANCH, Calif. – (Feb. 5, 2020) – SmartStop Asset Management, LLC, a diversified real estate company focused on student and senior housing, announced today…
What was the median distribution yield during the third quarter of 2019 for both open and closed nontraded REITs?
Answer: During the third quarter of 2019, the median distribution yield for open NTRs was 5.20% while the median distribution yield for…
Non-Traded REITs Have Gotten a Bad Rap for Lack of Transparency. Can They Be Trusted?
Nick Schorsch once reigned as the king of public non-traded REITs. But his empire started to unravel in 2014 after an accounting scandal…
Blackstone’s warehouse play challenges Prologis’ claim to the throne
Long before windowless warehouses became a sexier investment than luxury condos, Prologis was king…
Strategic Storage Trust IV Obtains $40.5 Million in Fixed-Rate Financing
On January 31, 2020, Strategic Storage Trust IV, Inc. through seven wholly-owned special purposes entities, entered into a $40.5 million CMBS financing with…











