Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Eye on Alts: April 22, 2025
Eye on Alts for advisors: a weekly digest of industry news.
Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
Recent News
US Shopping Centers Saw Lowest Vacancy Rate in 15 Years in 2022
US Shopping Centers Saw Lowest Vacancy Rate in 15 Years in 2022 January 13, 2023 | Rebecca Baird-Remba | Commercial Observer Shopping centers across the U.S. are seeing...
StratCap Acquires Nearly $20 Million in Digital Infrastructure Assets in December
StratCap (“StratCap” or “the Company”) is proud to announce that its wireless infrastructure division (“StratCap Wireless”) has completed the acquisition of nearly $20...
Phoenix American Announces New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration
Phoenix American Announces New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration January 17, 2023 | Phoenix American Partnership reflects Phoenix...
Bluerock Capital Markets Logs a Record $4+ Billion in Annual Capital Raise in 2022, Up 92% Over 2021’s Record Inflows
Bluerock Capital Markets, LLC (“BCM” or “Company”), a distributor of institutional alternative investment products and the dedicated dealer manager...
Despite Stormy Credit Conditions, Multifamily Sector Still in Demand Among Investors
Despite Stormy Credit Conditions, Multifamily Sector Still in Demand Among Investors January 17, 2023 | Joe Gose | REBusinessOnline The mere flipping of the calendar to mark...
Understanding the Terms of the Blackstone REIT Share Repurchase Plan
Understanding the Terms of the Blackstone REIT Share Repurchase Plan January 17, 2023 | James Sprow | Blue Vault It is important for shareholders and journalists reporting...
More articles…
Q2 REIT and BDC Capital Raise Analysis (for Partners only)
It is also interesting to see the changes in the sales by share classes for nontraded REITs in 2018 compared to 2017…
Which four nontraded REITs have very low vulnerability to rising interest rates?
Answer: These four nontraded REITs have very low vulnerability to rising interest rates because they each have less than 10% of debt maturing in 2018 or 2019 and less than 10% of total debt at unhedged variable interest rates as of March 31, 2018: American Realty Capital New York City REIT, Inc.; Highlands REIT, Inc.; Inland Residential Properties Trust, Inc.; and Rodin Global Property Trust, Inc.
Carter Validus Mission Critical REIT, Inc. Successfully Executes Strategy to Complete Monetization of All Data Center Assets
Carter Validus Mission Critical REIT, Inc. (“we”, “us,” “our,” or the “Company”) announced today that it sold the last data center in its data center asset portfolio for $15.0 million, successfully monetizing all of its data center assets.
Which three nontraded REITs have 100% of their debt at unhedged variable rates as of March 31, 2018, and over 20% of their debt principal due in 2018 or 2019?
Answer: Benefit Street Partners Realty Trust, Inc., Cole Office & Industrial REIT (CCIT III), Inc., and KBS Strategic Opportunity REIT II, Inc.
Blog Post: Are Flat-Fee TAMPs a Boon to RIAs?
Blog Post: Are Flat-Fee TAMPs a Boon to RIAs? August 2, 2018 | Beth Glavosek | Blue Vault In an era in which fees have come under scrutiny, one major selling point of the Registered Investment Adviser (RIA) model is the channel’s commitment to transparency, lower...
Which Nontraded REITs May Be Most Vulnerable to Rising Interest Rates? (Part 2 of 2)
In a recent article, we looked at those nontraded REITs that could be vulnerable to rising interest rates…
NexPoint Capital: A Brief Update
Effective August 1, 2018, the board of directors of NexPoint Capital, Inc. approved the determination of the Company’s net asset value per share…
Griffin-American Healthcare REIT IV Acquires Medical Office Building Near Seattle
American Healthcare Investors and Griffin Capital Company, LLC, the co-sponsors of Griffin-American Healthcare REIT IV, Inc., announced on July 31
According to a filing with the SEC, what is the name of a limited partnership in Israel that owns over $100 million in nontraded REIT shares in the United States and recently concluded a tender offer for shares of Cole Office & Industrial REIT (CCIT II), Inc.?
Answer: Comrit Investments Ltd. is a real estate investment fund that was formed in 2015 and currently owns over $100 million in nontraded REIT securities in the United States. On July 30, 2018, the company accepted 56,691 Class A shares that were tendered and following the purchase of all of the tendered shares will own an aggregate of approximately 667,217 Class A shares in the REIT.
AFIN’s Board Recommends Rejection of MacKenzie July 26 Tender Offer
American Finance Trust (“AFIN”), Inc.’s board of directors announced on August 1 that it strongly recommends that its shareholders reject…










