Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
In the first quarter of 2025, what was the nontraded BDC industry’s average distribution yield?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Welcome, Engage, Grow: How Welcome Campaigns Drive Enduring Advisor Relationships
Starting off on the right foot can be as simple as a welcome campaign. It’s your chance to say, “Hey, thanks for trusting us.”
Vistra strengthens U.S. Fund Solutions team with strategic hires, signaling continued growth and investment in North America
These appointments mark a continued investment in the U.S. market and build on the momentum from Vistra’s 2024 acquisition of Phoenix American’s Fund Administration and Transfer Agency business, and its newly branded Vistra Fund Solutions business.
Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Stay informed about alts
Subscribe to our free emails
Recent News
Does the 60/40 rule need revising given the surge in alts?
Does the 60/40 rule need revising given the surge in alts? January 25, 2023 | Bruce Kelly | Investment News At a panel at FSI OneVoice, one speaker suggested the revised...
Inland Private Capital Completes Exceptional Year with $12.2 Billion in AUM and $1.45 Billion in Capital Raised
Inland Private Capital Completes Exceptional Year with $12.2 Billion in AUM and $1.45 Billion in Capital Raised January 25, 2023 | Inland Private Capital Inland Private...
ExchangeRight Completes 10 Full-Cycle Events in 2022 with Returns Ranging from 6.67% to 11.25%
ExchangeRight Completes 10 Full-Cycle Events in 2022 with Returns Ranging from 6.67% to 11.25% January 25, 2023 | ExchangeRight ExchangeRight, one of the nation’s leading...
Fred Hubler- Building Trust with Clients
In this video clip from the webinar, The Future of Financial Services, Fred Hubler (CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group) discusses...
Fred Hubler-Giving Clients the Ability to Make Better Decisions
In this video clip from the webinar, The Future of Financial Services, Fred Hubler (CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group) suggests...
Fred Hubler- Immerse Yourself in Alts at the BV Summit
In this video clip from the webinar, The Future of Financial Services, Fred Hubler (CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group) recommends...
More articles…
American Finance Trust to List on NASDAQ
In an 8-K filing on June 29, American Finance Trust Inc. announced that it had gained board approval for…
Resource Apartment REIT III Approves Estimated NAV
On June 27, 2018, the board of directors of Resource Apartment REIT III, Inc. approved an estimated value per share…
Black Creek Industrial REIT IV Purchases Pescadero Distribution Center
On June 20, 2018, Black Creek Industrial REIT IV Inc., through its wholly-owned subsidiary, acquired a 100% fee interest in…
How many visitors did Blue Vault’s website have in May 2018?
BlueVaultPartners.com had 5,909 visitors in May 2018. They viewed 17,090 pages on the website.
FS Credit REIT to Change Offering from a Daily to Monthly NAV REIT
In a filing with the SEC on June 22, 2018, FS Credit REIT announced that it is planning to change its…
CNL Healthcare Properties Suspends Distribution Reinvestment Program
In light of its decision to proceed with the exploration of its strategic alternatives process, the CNL Healthcare Properties, Inc. has determined to…
Five Takeaways from the Non-Traded REIT & Retail Alternative Investment Symposium
Non-traded REITS are making a comeback – that was the message that came across…
FIRST PERSON: Dwight Merriman of Black Creek Group
FIRST PERSON: Dwight Merriman of Black Creek Group June 26, 2018 | Beth Glavosek | Blue Vault Dwight Merriman joined Black Creek Group in 2010 as the CEO of Black Creek Group’s industrial platform. Mr. Merriman currently serves as Head of Real Estate for Black...
Hines REIT Shareholders to Receive Final Liquidating Distribution
On June 22, 2018, Hine Real Estate Investment Trust, Inc. (“the Company”) distributed an email to financial advisers with clients that are stockholders of the Company, informing them…
Blackstone REIT to Purchase Off-Campus Student Housing in JV with Greystar
The Wall Street Journal reported on June 25 that Blackstone Real Estate Income Trust Inc.
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
