Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.
Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
Recent News
Some Bright Spots in the Rental Housing Landscape
Some Bright Spots in the Rental Housing Landscape April 6, 2023 | Barbara Ballinger | GlobeSt.com The news has been grim for rental housing landlords and investors...
Blackstone REIT limits investor redemptions again in March
Blackstone REIT limits investor redemptions again in March April 3, 2023 | Chibuike Oguh | Reuters Blackstone Inc (BX.N) said on Monday it had again blocked...
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...
More articles…
Midyear Outlook 2019: The More Things Change
After a very healthy first half, 2019 continues to buck all predictions of recession. The labor shortage, concerns around trade tariffs, and political uncertainty may add up…
Drop in Treasuries Puts Renewed Focus on Rate Floors
A year ago, most people thought interest rates were moving up. The reality has been just the opposite. Treasuries have plummeted…
Will the Growing Trade War Clouds Rain on REITs and Real Estate?
There has been no shortage of troubling news on the economy. Trade wars are in the headlines and are already having an impact on…
Griffin Capital Essential Asset REITs I and II Merger Examined
On April 30, 2019, Griffin Capital Essential Asset REIT II, Inc. (“GCEAR II”) merged with Griffin Capital Essential Asset REIT, Inc…
Steadfast’s New REIT Plans to Focus on Development and Renovation in a Tough Acquisition Environment
A multifamily powerhouse that envisions spending as much as $300 million a year on ground-up development, as well as millions of dollars on renovations, is being created…
What Every RIA Needs to Know About Alternative Investments
On August 14, Blue Vault presented a webinar entitled “What Every RIA Needs to Know About Alternative Investments.” The webinar was moderated by…
JLL Income Property Trust Acquires Class A Industrial Asset in Suburban Boston
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) today announced the acquisition of…
Triton Pacific Adds Former PricewaterhouseCoopers Partner as Chief Financial Officer
Triton Pacific announced today that Jill Tregillis has joined its back office operations center, TFA Associates, LLC, as…
Appeals Court Rules in Favor of United Development Funding
In an article posted on Blue Vault’s website in December, 2017, entitled “How An Attack on a Nontraded REIT Sponsor Made a Hedge Fund Manager $60 Million,” we referred readers to a lawsuit filed…
Oaktree Real Estate Income Trust Joins Hines in JV to Purchase Virginia Office Property
On August 20, 2019, Oaktree Real Estate Income Trust, a nontraded REIT, partnered with Hines Interests Limited Partnership (“Hines”) through a joint venture…









