Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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!
Alternative Asset Strategies: Investing in Oil and Gas
Because oil and gas are considered real property, they are thus “like-kind” to traditional real estate assets and qualify for tax-advantaged 1031 exchanges.
Recent News
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...
Apollo units name successor chief compliance officer
Apollo units name successor chief compliance officer March 20, 2023 | Compliance Week Apollo Global Management announced the promotion of Ryan Del Giudice to chief...
CMCT Names Shaul Kuba Chief Investment Officer
CMCT (NASDAQ & TASE: CMCT) announced today the appointment of Shaul Kuba as Chief Investment Officer. Mr. Kuba will direct the continued expansion of CMCT’s portfolio of...
Collaboration between SS&C’s Black Diamond Wealth Platform’s and RightCapital
Collaboration between SS&C’s Black Diamond Wealth Platform and RightCapital March 21, 2023 | Anika Sidhika | Private Banker International SS&C Technologies Holdings,...
More articles…
Which self-managed nontraded REIT recently sold $150 million in convertible preferred stock to a listed REIT in the same industry sector?
Answer: SmartStop Self Storage REIT Inc. entered into a preferred stock purchase agreement with a subsidiary of Extra Space Storage, Inc. (NYSE: EXR) in which EXR committed to purchase up to…
iCapital Network to Attend Blue Vault Bowman Alts Summit 2020
iCapital Network’s mission is to power the world’s alternative investment marketplace. The company was founded in 2013 and has built an industry-leading financial technology platform that…
KBS Growth & Income REIT Announces NAV of $8.43 Per Share
On December 4, 2019, KBS Growth & Income REIT’s board of directors approved an estimated net asset value (“NAV”) per share of its common stock of…
The Nine Most Resilient U.S. Office Markets
The current U.S. economic cycle is the longest in the nation’s history, and despite a slight slowdown, the economy is continuing to expand at more than…
Cottonwood Multifamily REIT I Reports 8% Increase in NAV to $12.21
The Board of Directors of Cottonwood Multifamily REIT I, Inc., a Regulation A+ real estate investment trust (the “REIT”) sponsored by Cottonwood Residential, approved an updated net asset value of…
Cottonwood Multifamily REIT II Reports First NAV of $10.46 Per Share
The Board of Directors of Cottonwood Multifamily REIT II, Inc., a Regulation A+ real estate investment trust “REIT II”) sponsored by Cottonwood Residential, approved a net asset value of…
Leadership Changes at Hines Global Income Trust for the New Year
Hines Global Income Trust Inc. board approved leadership transitions Dec. 11 and announced that Sherri W. Schugart’s role of CEO and president would be transitioned to…
Pershing to Attend Blue Vault Bowman Alts Summit 2020
Blue Vault is very pleased to have BNY Mellon | Pershing commit to attend its sixth annual “Blue Vault Bowman Alts Summit 2020” (the Summit) March 10–12 in Atlanta…
Blackstone REIT and Corporate Office Properties Trust Complete Phase II of Data Center Shell Joint Venture
Corporate Office Properties Trust (“COPT” or the “Company”) (NYSE: OFC) announced the completion of a second transaction with…
Lightstone Value Plus REIT V Commences Self Tender Offer at $7.75 per Share
On December 13, 2019, the board of directors of Lightstone Value Plus Real Estate Investment Trust V, Inc. (the “Company”) approved a self-tender offer (the “Lightstone Offer”) to commence on…










