Professional SErvices News
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In the first quarter of 2025, what was the nontraded BDC industry’s average distribution yield?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Welcome, Engage, Grow: How Welcome Campaigns Drive Enduring Advisor Relationships
Starting off on the right foot can be as simple as a welcome campaign. It’s your chance to say, “Hey, thanks for trusting us.”
Vistra strengthens U.S. Fund Solutions team with strategic hires, signaling continued growth and investment in North America
These appointments mark a continued investment in the U.S. market and build on the momentum from Vistra’s 2024 acquisition of Phoenix American’s Fund Administration and Transfer Agency business, and its newly branded Vistra Fund Solutions business.
Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing
Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing April 5, 2023 | Marketing Intent Marketing Intent, a marketing firm...
Which five NAV REITs had the largest increases in their net asset values per share in February 2023?
Which five NAV REITs had the largest increases in their net asset values per share in February 2023? Answer: J.P. Morgan REIT (+6.37%), Cantor Fitzgerald Income Trust...
Investors Sold REITs in Response to the Banking Crisis. They May Have Overreacted.
Investors Sold REITs in Response to the Banking Crisis. They May Have Overreacted. April 3, 2023 | Hannah Zhang | Institutional Investor The recent collapse of Silicon...
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...
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SmartStop Self Storage REIT Provides Q3 2019 Update
On December 5, 2019, SmartStop Self Storage REIT, Inc. (the “Company”) held a webinar for registered representatives and stockholders to review the Company’s financial results…
Priority Income Fund Announces Preferred Capital Securities as Dealer Manager for Offering
Priority Income Fund, Inc. (“Priority”), a non-traded, closed-end management investment company registered under the Investment Company Act of 1940, as amended, announced that…
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…
An Influential Fintech Line-Up to Advance New “AltsTech Forum”
Technology is quickly changing the landscape for wealth advisors who use alternative investments. To truly understand what best-in-class technology has to…
An Influential Fintech Line-Up to Advance New “AltsTech Forum”
Technology is quickly changing the landscape for wealth advisors who use alternative investments. To truly understand what best-in-class technology has…
Blue Vault Bowman Alts Summit 2020
Fueled by a strong passion for adding real value, Managing Partner Stacy Chitty and the Blue Vault team ventured out in 2015 to do something different. As the…
KBS REIT II Explains to Shareholders the Decrease in NAV
In a December 3, 2019, letter to shareholders, KBS Real Estate Investment Trust II, Inc.’s board of directors explained the decrease in the estimated value per share…
CIM Real Estate Finance Trust, Inc. Closes First Tranche of Transaction of Single-Tenant Properties with Realty Income
Certain subsidiaries of CIM Real Estate Finance Trust, Inc. (“CMFT” or the “Company”), a publicly registered non-listed real estate investment trust (“REIT”), completed the sale of…
SmartStop Self Storage REIT, Inc. Reports 2019 Third Quarter Results and Highlights
SmartStop Self Storage REIT, Inc. (“SmartStop”) announced continued growth in operations for the three and nine months ended…
Griffin Capital Announces Two 1031 Exchange DST Offerings are Fully Subscribed
Griffin Capital Company, LLC (“Griffin Capital”), an alternative asset manager, announced on November 25 that its two multifamily 1031 Exchange Delaware Statutory Trust (DST) offerings…










