Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Broker-Dealers: The Alts Ecosystem’s Salesforce
“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities.” — Catherine Bowman, The Bowman Law Firm
Blue Vault’s Publishes New Interval Fund and Tender Offer Fund Performance Reports
Blue Vault’s comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.
Blue Vault Publishes Q4 2024 Full Nontraded BDC Industry Review
Blue Vault published its Q4 2024 Full Nontraded BDC Industry Review. The Review includes data for 24 BDCs and industry summaries of total assets, capital raise, and more.
Ken Carpenter Promoted to President of Madison Capital Group
“Ken has been an integral part of our leadership team as Chief Investment Officer, and I am confident he will guide the company with the same vision, integrity, and energy that have brought us to where we are today,” — Ryan Hanks, Founder and Chief Executive Officer of Madison Capital Group.
Recent News
US Hotel Metrics Decline in Week Ended February 4
US Hotel Metrics Decline in Week Ended February 4 February 9, 2023 | Muhammad Hammad Asif | S&P Global Market Intelligence U.S. hotel industry metrics dropped moderately...
Prospect Capital Announces December 2022 Results: $0.23 per Common Share Basic Net Investment Income and Stable Monthly $0.06 per Common Share Distributions
Prospect Capital Announces December 2022 Results: $0.23 per Common Share Basic Net Investment Income and Stable Monthly $0.06 per Common Share Distributions February 8, 2023...
Brookfield To Launch New Real Estate Fund After Raising $93B Last Year
Brookfield To Launch New Real Estate Fund After Raising $93B Last Year February 8, 2023 | Jacob Wallace | Bisnow Canadian asset management titan Brookfield has...
December 2022 saw the first median decrease for the 15 continuously offered nontraded REITs since March 2020. What was the median decrease in the NAVs per share for the 15 NAV REITs?
December 2022 saw the first median decrease for the 15 continuously offered nontraded REITs since March 2020. What was the median decrease in the NAVs per share for the 15...
J.P. Morgan Real Estate Income Trust Reports Sales of Equity Securities
J.P. Morgan Real Estate Income Trust Reports Sales of Equity Securities February 8, 2023 | James Sprow | Blue Vault On January 3, 2023, J.P. Morgan Real Estate Income Trust,...
SREIT Cleared For Trading On Alternative Trading System
SREIT Cleared For Trading On Alternative Trading System February 7, 2023 | Ben Mattlin | Financial Advisor Frustrated institutional and accredited investors who want to...
More articles…
An Interesting Uptick in Highlands REIT’s Recent CTT Auctions Results
Blue Vault recently reported some selected auction results for five nontraded REITs whose common shares are auctioned in the third-party auction site Central Trade & Transfer (www.cttauctions.com). In…
Inland Residential Properties Trust Recommends Rejection of $11.39 Tender Offer
On December 18, 2018, stockholders approved a liquidity event providing for the sale of all assets of Inland Residential and the distribution of the net proceeds to stockholders.
Clearing Up Confusion with Opportunity Zone Investments
The opportunity zone legislation was introduced in October as part of a hastened process to pass the 2017 Tax Cuts and Jobs Act in December…
KBS REIT II Advises Against Accepting $3.21 Per Share CMG Partners Offer
KBS REIT II, Inc., a nontraded REIT advised by KBS Capital Advisors LLC, has recommended to shareholders that they reject a third-party tender offer from…
Scales Tip Towards Large Private Equity Firms as CRE Fundraising Slows
Private equity real estate funds find it more challenging to place their capital as the CRE market has moved closer to “fair value.”…
Black Creek Group Considers Strategic Alternatives for Industrial Property Trust
Black Creek Group LLC is considering strategic alternatives for Industrial Property Trust, including a recapitalization or a…
Carey Watermark Board Urges Rejection of Everest REIT Tender Offer
The board of Carey Watermark Investors Inc. is urging stockholders to reject a $7.50-per-share cash tender offer that Everest REIT Investors I LLC has recently…
How to Invest in Real Estate Without Buying Property
For many investors, stocks and bonds don’t offer the diversity they prefer in their portfolios. Everyone’s priorities and risk tolerance are different, but if…
Phillips Edison & Company’s Total Stockholder Distributions Surpass $1 Billion
Phillips Edison & Company, Inc. (“PECO” or the “Company”), an internally-managed real estate investment trust (“REIT”) and one of the nation’s largest owners and operators of grocery-anchored shopping centers, together with recently…
Griffin Capital Essential Asset REIT Reinstates Distribution Reinvestment Plan
On December 12, 2018, the Griffin Capital Essential Asset REIT (“GCEAR”) board of directors approved the temporary suspension of the REIT’s distribution reinvestment plan (“DRP”) in connection with the proposed…










