Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Q1 2025 Nontraded BDC Performance Report Update 5-29-2025
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty-two Q1 2025 reports are now available for members.
ExchangeRight’s First Essential Income DST Offering Fully Subscribed, Enabling Accelerated REIT Access
“We launched the Essential Income DST platform to provide investors with new accelerated access to ExchangeRight’s Essential Income REIT, which is designed to provide investors with increased diversification, enhanced liquidity, and long-term growth potential.” — Joshua Ungerecht, a managing partner at ExchangeRight.
Eagle Point Credit Company Inc. Announces First Quarter 2025 Financial Results and Declares Third Quarter 2025 Common and Preferred Distributions
“The Company had a solid start to the year, deploying nearly $200 million into new investments with compelling risk-adjusted returns.” — Thomas P. Majewski, Chief Executive Officer.
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
Recent News
Blackstone blocked investor withdrawals from $71 billion REIT in February
Blackstone blocked investor withdrawals from $71 billion REIT in February March 1, 2023 | Chibuike Oguh | Reuters Blackstone Inc (BX.N) said on Wednesday it had...
Median January Total Returns to Continuously Offered NTRs Were Negative
Median January Total Returns to Continuously Offered NTRs Were Negative March 2, 2023 | James Sprow | Blue Vault The 16 continuously offered nontraded REIT programs posted...
ExchangeRight Fully Subscribes $40.75-Million Value-Add Portfolio 2 DST
ExchangeRight Fully Subscribes $40.75-Million Value-Add Portfolio 2 DST March 2, 2023 | ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified...
March 15: SEC’s Q4 2022 NTR and BDC 10-K Deadline
SEC filing deadline for Q4 2022 Nontraded REIT and BDC 10-K reports is March 15th. Blue Vault anticipates posting the quarter’s first individual performance page PDFs by...
Blackstone Shareholder Redemptions Slow, But Analysts Point to Risks
Blackstone Shareholder Redemptions Slow, But Analysts Point to Risks March 1, 2023 | Mark Heschmeyer | CoStar Investors’ share redemption requests are still exceeding...
What percentage of the REIT’s aggregate NAV at Ares Industrial REIT were redeemed in Q4 2022?
What percentage of the REIT’s aggregate NAV at Ares Industrial REIT were redeemed in Q4 2022? Answer: According to filings with the SEC, approximately 2.43% of the...
More articles…
InvenTrust Properties Prepares for the Grocery Store of the Future
Thomas McGuinness, president and CEO of InvenTrust Properties, joined Nareit in New York for a video interview…
CRE ‘Burbs’ are Alive and Well
So much of the hubbub in commercial real estate right now centers on “smart cities”—we’ve tracked the trend as much as anyone—but the truth…
JLL Income Property Trust Announces Q2 2019 Portfolio Results
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) today announced the results…
A Deeper Look at Black Creek and Resource
Blue Vault presented an evaluation of the four alternative investment programs sponsored by Black Creek Group and the five alternative investment programs…
Former brokers say breaking away to be RIA went better than they feared
An appetite for control, independence and an opportunity to build equity in a sustainable business continue to fuel the migration…
Comparing 2nd Quarter 2019 NTR and Interval Fund Sales
While sales of nontraded REIT shares were up substantially in the 2nd Quarter of 2019 compared to the year-earlier 2nd Quarter of 2018, there is more to learn…
Why This Rate Cycle Is Right for REITs
We believe that conditions are ripe for continued outperformance from the REIT sector, as a period of slowing economic growth shifts…
Owl Rock Capital Corporation Modifies DRIP and Repurchases as Shares List on NYSE
In connection with Owl Rock Capital Corporation’s (the “Company”) initial public offering and listing (the “IPO”) of common stock on the New York Stock Exchange…
Owl Rock Capital Corp Shares Trading at Premium to Estimated NAV
In a Prospectus filed with the SEC on July 18, Owl Rock Capital Corporation (“ORCC”) stated “As of the date of this prospectus, we estimate…
Strategic Storage Trust IV Acquires 350-Unit Self Storage Facility Near Seattle
Strategic Storage Trust IV, Inc. (SST IV), a public non-traded real estate investment trust, announced today the acquisition of …









