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
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...
Which continuously offered nontraded REIT had the highest distribution yield as of December 2022?
Which continuously offered nontraded REIT had the highest distribution yield as of December 2022? Answer: The continuously offered nontraded REIT which had the highest...
CIM Group Provides More Than $3.8 Billion in Commercial Real Estate Loans in 2022
CIM Group, a community-focused real estate and infrastructure owner, operator, lender and developer, announced today that its CIM Real Estate Debt Solutions business closed...
More articles…
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…
Which NTR led the industry in property dispositions in the second quarter of 2019?
Answer: CNL Healthcare Properties led the NTR industry with 59 property dispositions for a total sale price of approximately $1,344 million.
Leitbox Targeted Approach to Self-storage Development
Blue Vault recently spoke with Bill Leitner at Leitbox Portfolio Partners Self-storage Fund I, LLC. Leitner is promoting the Reg D offering that will target…
Data Centers Meeting the Digital Demand
Between the constant access to information via our wireless phones and devices, the proliferation of streaming media, and the abundance of smart-home technology, the amount of data consumed…
Steadfast Apartment REIT Refinances Variable Rate Debt
In an 8-K filed with the SEC on October 2, 2019, Steadfast Apartment REIT reported refinancing $201.8 million of existing variable rate loans with PNC Bank with new…
Griffin Capital Securities Reports $1.5 Billion in Capital Raise Through September 2019
Griffin Capital Securities, LLC (“GCS”), the distribution division of Griffin Capital Company LLC, one of the nation’s premier alternative investment asset managers, today announced a 2019 equity capital raise of nearly…
Experts warn SEC about perils of loosening private offering rules
Some experts are warning the Securities and Exchange Commission that loosening the rules on purchases of private investments could hurt the…
Carter Validus Mission Critical REIT Shareholders Approve Merger
Shareholders of Carter Validus Mission Critical REIT Inc. (“CVMC REIT I”) approved the company’s proposed merger with a…
Which two nontraded REITs recently approved a merger, creating a REIT with a portfolio of 116 healthcare properties and 29 data center properties?
Answer: Carter Validus Mission Critical REIT’s shareholders approved a merger with Carter Validus Mission Critical REIT II, creating a REIT with 145 properties with approximately…
Rodin Nontraded REITs Change Asset Management Fees and Liberalize Share Redemption Policies
On September 27, 2019, the boards of both Rodin Global Property Trust, Inc. and Rodin Income Trust, Inc., nontraded REIT programs sponsored by Cantor Fitzgerald Investors, LLC approved changes…










