Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight fully subscribes Net-Leased All-Cash 8 DST, offering 5.20% income from necessity retail tenants and tax-deferred exit strategies.
How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.
Alternative Investments: A Primer for Advisors
Are you a wealth advisor new to alts? Review this primer to get you started!
Recent News
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors March 22, 2023 | J.P. Morgan J.P. Morgan (NYSE:...
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023?
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023? Answer:...
CIM Real Assets & Credit Fund Announces 16.7% Dividend Increase
CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends of $0.148 per share of Class A...
American Healthcare REIT Reduces NAV and Suspends DRIP
American Healthcare REIT Reduces NAV and Suspends DRIP March 20, 2023 | James Sprow | Blue Vault On March 15, 2023, American Healthcare REIT’s board of directors unanimously...
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and...
Diversifying Beyond the 60/40 Portfolio: Part 2
Diversifying Beyond the 60/40 Portfolio: Part 2 March 20, 2023 | Larry Swedroe | WealthManagement.com In the first article in this series, I established that portfolios...
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DWS Group’s RREEF Property Trust acquires distribution facility near Seattle, Washington
DWS Group announced today that RREEF Property Trust, Inc. (NASDAQ: ZRPTAX; ZRPTIX; ZRPTTX), a publicly registered, daily NAV1 REIT advised by DWS Group, has acquired a…
Life Companies Aim to Maintain Their Lending Levels in 2020
Life insurance companies are holding their own in the competitive commercial real estate lending market and exhibiting a growing appetite for…
CION Declares First Quarter 2020 Distributions
On December 18, 2019, CION Investment Corporation (“CION”) declared regular weekly cash distributions for January 2020 through…
Hines Global Income Trust, Inc. Acquires the Royal Mail Sorting Warehouse in Edinburgh, Scotland
Hines, the international real estate firm, is pleased to announce that Hines Global Income Trust, Inc. (“Hines Global”) has acquired the Royal Mail sorting warehouse in…
The 20-Teens: They’ve Been Real
At the outset of this decade, there was a wide belief in “realization” — moving toward real assets as central banks printed money. The argument, perhaps most famously expressed by…
Pacific Oak Strategic Opportunity REIT II Announces Increased NAV at $10.25
On December 17, 2019, the board of directors of the Pacific Oak Strategic Opportunity REIT II, Inc. (“the Company”) approved an estimated net asset value (“NAV”) per share of the Company’s common…
Carter Validus Mission Critical REIT II, Inc. Announces Estimated per Share Net Asset Value of $8.65
On December 19, 2019, Carter Validus Mission Critical REIT II, Inc., or CVREIT II, a public, non-traded real estate investment trust focused on investments in healthcare and data center…
Steadfast REITs File Proxy Statements for Merger of Three Nontraded REITs
On December 18, 2019, Steadfast Income REIT, Inc. (“SIR”), Steadfast Apartment REIT III, Inc. (“STAR III”) and Steadfast Apartment REIT, Inc. filed Proxy Statements for the merger of the three…
SEC Proposes to Update Accredited Investor Definition to Increase Access to Investments
The Securities and Exchange Commission voted to propose amendments to the definition of accredited investor, one of the principal tests for who is eligible to participate in our…
FS/KKR Complete Mergers of BDCs
On December 18, 2019, FS/KKR Advisor, LLC (“FS/KKR”) announced the closing of the mergers of four non-traded business development companies. FS Investment Corporation II…










