Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
CIM Group and Partners Announce the Grand Opening of Miami Worldcenter, 27-acre $6 Billion Mixed-use Development in the Heart of Downtown Miami
CIM Group has extensive experience with various types of retail, from street-retail districts and infill neighborhood programs to traditional retail centers.
What is the total gross capital raised since inception by the 84 interval funds Blue Vault tracks?
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Blue Vault Q1 2025 Nontraded BDC Performance Report Update
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty Q1 2025 reports are now available for members.
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...
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REIT Resources for Financial Professionals
The reasons for investing in REITs remain strong. If you are among the vast majority of financial professionals who embrace…
Which sponsor of nontraded REIT programs has two open offerings focused on investments in self-storage properties, student housing and senior housing properties?
Answer: SmartStop Asset Management‘s current offerings include Strategic Storage Trust IV, focusing on income producing & growth self-storage properties, and Strategic Student & Senior Housing Trust, focused on income and growth student and senior housing properties.
Blackstone Real Estate Income Trust Forms $265 Million Joint Venture
On June 20, 2019, Blackstone Real Estate Income Trust (“BREIT”), a public non-traded REIT, formed a joint venture with Corporate Office Properties Trust (“COPT”), a publicly traded REIT, to acquire…
Strategic Storage Trust IV Announces Initial NAV
On June 21, 2019, Strategic Storage Trust IV, (“SST IV”), a public non-traded REIT sponsored by SmartStop Asset Management, LLC, announced the approval…
Hartman vREIT XXI Announces Follow-On Offering
On June 24, 2019, Hartman vREIT XXI, Inc. (“HVREIT”), a public non-traded REIT, filed a follow-on offering for up to $220 million…
Nareit’s Calvin Schnure Discusses Interest Rates
Former New York Fed senior economist and Milken Institute chief economist William Lee and Nareit Research & Economic Analysis SVP Calvin Schnure give their take…
Strategic Storage Growth Trust II Completes Acquisition
On June 21, 2019, Strategic Storage Growth Trust II, Inc. (“SSGT II”), a private real estate investment trust sponsored by SmartStop Asset Management, LLC (“SmartStop”), announced its acquisition…
Carter Validus Enhances Leadership Structure
On June 12, 2019, Carter Validus Mission Critical REIT, Inc. (“CVMC”) announced the appointment of Kay Neely to the roles Chief Financial Officer, Treasurer,…
Which nontraded REIT recently announced a merger which will add 61 healthcare facilities to its portfolio of 56 healthcare and 29 data center properties?
Answer: On April 11th, Carter Validus Mission Critical REIT II, Inc. announced the entry into a merger agreement with Carter Validus Mission Critical REIT, Inc. The merger, if consummated, would add 61 healthcare properties to its portfolio and create a combined company with a total enterprise value of approximately $3.2 billion.
Owl Rock Capital Corporation II Increases Offering Size
On June 17, 2019, the board of directors of Owl Rock Capital Corporation II (“ORCCII”), a non-traded business development company, approved…










