Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
Weekly Alts News Roundup: April 8, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
In this Q&A, Mat Dellorso, Managing Director of SEI Access™, discusses how technology stands to exponentially expand the alts market and the role that SEI Access will play in that transformation.
Recent News
Wall Street Firms Fight SEC Push to Change Mutual-Fund Pricing
Wall Street Firms Fight SEC Push to Change Mutual-Fund Pricing February 23, 2023 | Emily Graffeo | Bloomberg BlackRock Inc., Charles Schwab Corp., Fidelity Investments and...
‘You’ve Driven Past Them A Million Times’: The $200B Opportunity Of Industrial Outdoor Storage
‘You’ve Driven Past Them A Million Times’: The $200B Opportunity Of Industrial Outdoor Storage February 21, 2023 | Patrick Sisson | Bisnow Industrial outdoor...
January 2023 Reported Nontraded REIT Sales Down 50.3% from December 2022
January 2023 Reported Nontraded REIT Sales Down 50.3% from December 2022 February 28, 2023 | James Sprow | Blue Vault Blue Vault received January 2023 sales totals for...
NexPoint Capital, Inc. Announces Tender Offer for Common Stock
NexPoint Capital, Inc. (the “Company”), a non-traded publicly registered business development company sponsored and managed by NexPoint Advisors, L.P., today announced that...
Market opportunity and outlook for interval and tender-offer funds
Market opportunity and outlook for interval and tender-offer funds February 24, 2023 | UMB Unlisted closed-end funds (CEFs) have maintained their momentum even after...
Leitbox Storage Partners Hires Chief Operating Officer
Leitbox Storage Partners (“Leitbox”), a self-storage investment and development platform, based in Birmingham, Alabama, announced today that it has added Kevin Holst to...
More articles…
10 Must Reads for the CRE Industry Today
Meeting-Space Companies See Big Money in Manhattan “A British company that builds and rents out meeting space in office properties is expanding…
September Nontraded REIT Capital Raise
Blue Vault received September sales totals for 17 effective nontraded REIT program offerings as of October 10. Sales reported by those 17 NTRs totaled…
SmartStop Asset Management Announces $25,000 Scholarship Winner of YOUnion@Tallahassee Essay Contest
SmartStop Asset Management, LLC (“SAM”), sponsor of Strategic Student & Senior Housing Trust, Inc., announced today that Florida State University junior…
Griffin-American Healthcare REIT III Announces $9.40 NAV Per Share
On October 3, 2019, the board of directors of Griffin-American Healthcare REIT III, at the recommendation of the Audit Committee of the Board…
KBS Strategic Opportunity REIT II Terminates Advisory Agreement with KBS Capital Advisors
On October 1, 2019, the independent directors of the board of directors of KBS Strategic Opportunity REIT II, Inc. delivered a notice to KBS Capital Advisors LLC terminating…
Griffin Capital Essential Asset REIT Acquires McKesson Corporation’s Scottsdale Office Property
Griffin Capital Essential Asset REIT, Inc. (the “REIT”) announced the acquisition of McKesson III in Scottsdale, Arizona, at a purchase price of…
Re-Visiting American Realty Capital Trust III Merger with ARCP
American Realty Capital Properties, Inc. (“ARCP”), was a Maryland corporation incorporated on December 2, 2010, that qualified as a real estate investment trust for…
Phillips Edison Introduces Pete’s Fresh Market at Baker Hill in Glen Ellyn, Illinois
Phillips Edison & Company, Inc. (“PECO” or the “Company”), an internally-managed real estate investment trust (“REIT”) and one of the nation’s largest owners and operators of grocery-anchored shopping centers, is pleased to announce…
REIT Shares Soar, Still Listed REITs Ended Q3 2019 Trading at a 2.3% Median Discount to NAV
Share prices for U.S. equity REITs grew in the third quarter, for the third consecutive quarter of positive returns. The SNL U.S. REIT Equity index finished the quarter with…
Hines Global REIT Signs Amazon to Lease at Summit III in Bellevue, Washington
Amazon.com Inc. confirmed that it has leased more than 300,000 square feet at Hines’ 17-story Summit III office tower being developed in downtown…











