Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Investor Demand for ExchangeRight’s Resilient All-Cash DST Offerings Continues
ExchangeRight fully subscribes its Net-Leased All-Cash 11 DST, offering 5.20% income from net-leased real estate and tax-deferred exit strategies.
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock and its affiliate Bluerock Value Exchange acknowledge 20 years of sponsoring industry-leading 1031 exchange and DST investment programs to individual investors.
Humanize Your Brand with Edutainment
Edutainment is a marketing strategy that is both engaging and memorable and it can transform the way you connect with financial advisors.
Recent News
StratCap Exploring Strategic Alternatives for Strategic Wireless Infrastructure Fund I
StratCap, LLC (“StratCap” or the “Company”) has commenced a formal process to explore strategic alternatives for Strategic Wireless Infrastructure Fund, LLC (“Fund I”),...
Leitbox Storage Partners Affiliate Sells Alabama Shopping Center
Merchants Retail Partners, LLC, (“MRP”), an affiliate of Leitbox Storage Partners, ended 2022 with the sale of a Publix-anchored shopping center in Cullman, AL. The shopping...
Advisor-Daniel Goodwin: Why Attend the 2023 Blue Vault Bowman Alts Summit?
In this video clip, Daniel Goodwin (CEO, Provident Wealth Advisors), discusses why he’s looking forward to the 2023 Blue Vault Bowman Alts Summit March 6-8 at the...
Advisor-James Bayard: Why Attend the 2023 Blue Vault Bowman Alts Summit?
In this video clip, James Bayard from Capital South Wealth Management, explains why he’s looking forward to attending the 2023 Blue Vault Bowman Alts Summit March 6-8...
Which interval fund had $14.3 billion in total assets as of September 30, 2022, the most assets among all interval funds?
Which interval fund had $14.3 billion in total assets as of September 30, 2022, the most assets among all interval funds? Answer: Cliffwater Corporate Lending Fund had $14.3...
Shopoff and Artemis Joint Venture Sells 1.8 Million-Square-Foot Inland Empire East Logistics Development
Shopoff and Artemis Joint Venture Sells 1.8 Million-Square-Foot Inland Empire East Logistics Development January 31, 2023 | Shopoff Realty Investments Shopoff Realty...
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CIM Group Expands Focus on Opportunity Zones
CIM Group announced today that it is expanding its focus on investing in Opportunity Zones, as defined under the 2017 Tax Cuts and Jobs Act. This Act…
Broadstone Net Lease, Inc. Announces Continued Portfolio Growth in 2018
Broadstone Net Lease, Inc. (“BNL”), a privately offered real estate investment trust (“REIT”) managed by Broadstone Real Estate, LLC (“Broadstone”),…
Nontraded REIT Total Return Rankings; American Realty Capital Best, and Worst Performer
Blue Vault has been tracking nontraded REIT full-cycle performance since 2012 when our first edition, containing 17 REITs, of the Blue Vault Nontraded REIT Full-Cycle Performance Study was launched.
Daily and Monthly NAV Nontraded REIT Performance Review for 2018
This report summarizes the 2018 estimated returns to investors in those nontraded REITs that have daily or monthly NAVs announced, with pricing of their…
Strategic Storage Trust II Completes Merger with Strategic Storage Growth Trust
On January 24, 2019, Strategic Storage Trust II, Inc. completed its merger with Strategic Growth Trust, Inc., with Strategic Storage Trust II, Inc. being the surviving entity. Each of the…
Non-Listed REITs Capitalize on Fundraising Momentum
Even as publicly-traded equity REITs struggled to shake off negative returns amid stock market volatility, their non-listed peers pulled off a year of both positive performance and strong fundraising….
KBS REITs II and III Authorize February Distributions
On January 22, 2019, KBS Real Estate Investment Trust II, Inc.’s (the “Company”) board of directors authorized a February 2019 distribution in the amount of $0.02062500 per share on the…
How many nontraded REIT programs have had full-liquidity events since December 2017, providing shareholders with the ability to convert their shares into cash?
Answer: There have been a total of seven previously nontraded REIT programs that have completed full-cycle events since December 2017: …
What Happened When American Finance Trust Listed?
The previously nontraded REIT American Finance Trust (originally American Realty Capital Trust V, Inc.) listed its Class A…
The Year-End 2018: Will the End of Cheap Money Reel in CRE?
Domestic, private-label CMBS issuance last year totaled $76.1 billion in 2018, down roughly 12% from 2017’s volume. That could be viewed as a disappointment, but…








