Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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What percentage of interval fund industry capital raise has come from credit-focused funds through the first nine months of 2024?
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Fred Talk: A Live Huddle for Wealth Advisors
“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.
Five Questions with Erin Botsford: Allocating to Alts
“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
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...
More articles…
Where Are the Moats? (Revisited)
In our November 13 Blue Vault article entitled “Where Are the Moats?” we pointed out that two of the biggest multi-billion dollar start-ups were vulnerable to competition,…
Which Emerging nontraded REIT owns three hotels with a combined total of 346 rooms and is raising capital in a public offering and is paying distributions at the rate of 6.00% annualized?
Answer: Procaccianti Hotel REIT, Inc. began an offering in August 2018. The REITs weighted average return on assets for the 12 months ended…
Driving Powerful Change to Alts Investments through Technology
Technology is quickly advancing the landscape for investment advisors using Alts. To help educate advisors on the latest in this space, Blue Vault hosted…
Driving Powerful Change to Alts Investments through Technology
Technology is quickly advancing the landscape for investment advisors using Alts. To help educate advisors on the latest in this space, Blue Vault hosted…
Why commercial real estate belongs in client portfolios
At a time when many investors and investment professionals struggle to find attractive returns in a world of tissue-thin and even negative interest rates — and while wondering about the continuation of…
Blackstone’s REIT Purchases Bellagio from MGM Resorts for $4.25 Billion
The Blackstone Group Inc.’s Blackstone Real Estate Income Trust Inc. completed the $4.25 billion acquisition of the real estate assets of the Bellagio in…
Consumers Are Bullish. CEOs Remain Bearish. Could That Tension Sink the Economy?
Last month, as Costco chief financial officer Richard Galanti discussed the retailer’s strong earnings, a telling moment happened…
Phoenix American Financial Services Announces New Client Partnership with RealBlocks
Phoenix American Financial Services, Inc. (“the Company”) is pleased to announce its new client partnership with RealBlocks. The Company will support RealBlocks with…
What Happens When Demographic Trends Betray Investors
One of the most reliable and useful classes of statistics when it comes to making forecasts of market demand is demographic data. For example, to forecast the demand for household formations in five years, we can use…
Malls of Tomorrow Will Be Less Big Box, More Lifestyle, and Play Well With E-Commerce Too
Fourteen miles outside of Boston, the ground floor of what was a Sears at Burlington Mall has been stripped down to the steel. Renovations scheduled to finished in summer 2020 will transform…










