Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ASHFORD SECURITIES EXPANDS TEAM WITH STRATEGIC HIRES
Ashford Securities LLC strengthens its leadership team with dynamic new talent, signaling exciting developments in its national growth strategy and commitment to financial intermediaries—discover the seasoned professionals driving this next chapter.
Alts Lingo for Beginners: How to Make an Informed Pitch
Alternative investments terminology can sometimes seem contradictory, but it’s important to understand the lingo in order to make an informed pitch to investors.
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
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Blue Vault Publishes Q4 2024 Nontraded REIT Industry Review
Blue Vault published its Q4 2024 Nontraded REIT Industry Review. The review compiles industry statistics that allow you to compare distribution rates, total assets, FFO payout ratios, and more.
Recent News
506(c) Offerings: Practical Guidance for Broker-Dealers/Registered Investment Advisers
Deborah Froling, Kutak Rock LLP In collaboration with the 506(c) Working Group Rule 506(c) allows issuers to conduct their private placement offerings utilizing general...
A Better Liquidity Feature for Non-Traded REITs: Share Repurchase Plans and the Next Frontier
A Better Liquidity Feature for Non-Traded REITs: Share Repurchase Plans and the Next Frontier February 13, 2023 | David H. Roberts, Ettore A. Santucci, Yoel Kranz, &...
Gentry Mills Joins Altigo’s Growing Roster of Sponsors
Gentry Mills Joins Altigo’s Growing Roster of Sponsors February 15, 2023 | John Rickman | Altigo Real estate investment firm Gentry Mills Capital has signed with Altigo,...
Stacy Chitty: Direct Access to Decision Makers
In this video clip from the webcast, Why Attend the Alts Summit 2023, Stacy Chitty (Managing Partner, Blue Vault) discusses how the 2023 Blue Vault Summit allows direct...
Stacy Chitty: Expansive World of Alts
In this video clip from the webcast, Why Attend the Alts Summit 2023, Stacy Chitty (Managing Partner, Blue Vault) describes how the world of alts continues to...
How much capital did interval funds raise through the first three quarters of 2022 compared to all of 2021?
How much capital did interval funds raise through the first three quarters of 2022 compared to all of 2021? Answer: All interval funds raised $22.2 billion through the first...
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Blue Vault Offices Closed on April 19, 2019
All Blue Vault offices will be closed on Friday, April 19, 2019, in observance of Good Friday.
Q4 2018 NTR Limited Ops Page Now Available
To see the latest Effective Nontraded REITs with Limited Operating Results page, log in, hover over “Subscriber-Only Research”, click “NTR Review” from the menu located at the top the page, then click “2018” to view it…
Forty-four Q4 2018 NTR Individual Performance Pages are Available
To see the latest individual performance pages, log in, hover over “Subscriber-Only Research”, and then click “NTR individual Reports” from the menu located at the top the page. The following pages are now available…
Carter Validus Mission Critical REIT to Merge into Carter Validus Mission Critical REIT II
On April 11, 2019, Carter Validus Mission Critical REIT II, Inc. (“REIT II”) and Carter Validus Mission Critical REIT, Inc. (“REIT I”) entered into an…
Few rush to invest in opportunity zones
Investors eyeing President Donald Trump’s Opportunity Zones face a ticking clock if they want to fully capture one of the biggest tax breaks in decades…
The True Cost of Borrowing for Nontraded REITs
In this article, we analyze the added cost of borrowing that is represented by financing costs other than interest rates.
March NTR Sales Surge, Up 48% From February, Nontraded BDC Sales Up 12%
Reporting nontraded REITs booked capital raise of $786.4 million in March, up 48.2% from the $530.5 million total for February and up 38% from the $412.6 million monthly average for the…
Which nontraded REIT program met the minimum offering requirement as of December 21, 2018, and had approximately $165 million released from escrow?
Answer: Starwood Real Estate Income Trust, Inc. broke escrow as of December 21, 2018. The nontraded REIT had 9,560,175 common shares outstanding as of February 28, 2019, and a total net asset value of $193,259,539 as of that date.
What Does Industrial’s Future Look Like?
Warehouses are getting smarter, and distribution channels are getting more efficient. As consumers demand faster delivery of goods, the industrial sector will play a huge role in making that happen and…
Owl Rock Capital Corporation II Increases Public Offering Price
On April 3, 2019, Owl Rock Capital Corporation II increased its public offering price from $9.52 per share to $9.54 per share, effective as of the April 3, 2019 weekly closing and first applied to subscriptions…








