Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
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Recent News
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...
How CMBS Accounting Creates an Anomaly
How CMBS Accounting Creates an Anomaly April 3, 2023 | James Sprow | Blue Vault In a recent article by Blue Vault entitled When GAAP Doesn’t Make Sense: A Nontraded REIT...
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Industrial Property Trust Answers Questions Regarding Sale to Prologis
On August 23, Industrial Property Trust, Inc. filed an 8-K with the SEC that answered many questions regarding the sale of most of the nontraded REIT’s assets to…
REITs and Baseball
Maybe baseball isn’t the best analogy for REITs and commercial real estate after all…
Which sponsor of a nontraded REIT had a real estate portfolio consisting of 4.6 billion square feet worldwide in 2018?
Answer: Jones Lang LaSalle Incorporated sponsors Jones Lang LaSalle Income Property Trust, Inc., a nontraded REIT with a perpetual offering and $2.26 billion in assets as…
Strategic Storage Growth Trust II, Inc. Acquires Newly Constructed 770-Unit Self Storage Facility in Milwaukee
Strategic Storage Growth Trust II, Inc. (“SSGT II”), a private real estate investment trust sponsored by an indirect subsidiary of SmartStop Self Storage REIT, Inc., announced today…
A Look at the Top Buy Markets for Multifamily
In its latest multifamily report, Ten-X ranked the top five buy and sell markets for multifamily investment through 2022, even factoring in…
Monthly Reported NTR Sales Up 14% in July, Up 121% Y-O-Y
Reporting nontraded REITs booked capital raise of $856.4 million in July, up 14% from the $751.4 million total for June but up…
It’s time to end ‘rulemaking by enforcement’
For independent financial advisers and firms, regulatory requirements not only shape their conduct — they shape every element …
Hartman vREIT XXI Updates Estimated NAVs Per Share
On August 8, 2019, the board of directors of Hartman vREIT XXI, a nontraded REIT, including all its independent directors determined an estimated net asset value per share…
A Look at FS Investments Nontraded BDCs and Interval Funds
FS Investments started as Franklin Square Capital Partners in 2007. The firm currently has in excess of $23 billion in assets under management in 11 funds, with 300 colleagues nationwide…
A Deeper Look at Carter Validus and Griffin Capital
On August 6, Blue Vault presented a Performance Webinar featuring the nontraded REITs sponsored by Carter Validus REIT Management Company and…










