Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight Welcomes Will Powers as National Sales Director
ExchangeRight has named Will Powers as its new national sales director to help enhance and lead the company’s strategic relationships.
Trending Topics Covered at Alts Summit 2025
Explore the top trending topics from Alts Summit 2025 and the key sessions associated with each!
What is the difference between mutual funds and interval funds?
Answer: Mutual funds require daily liquidity, while interval funds can hold private credit or private equity, offering investors higher returns without daily redemption pressure.
Jackie Wilke’s Post-Takeover Update
“Join me at Alts Summit 2025 to discuss exactly how elite professionals are getting 2030 ready with their marketing.” — Jackie Wilke
Recent News
Alise Lucero: Lay the Foundation
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Alise Lucero (VP, Client Success Marketing Intent) discusses the importance of...
Jon Ranello: Know Your Alts Transaction Numbers
In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of being able to access the number of alts...
Jon Ranello: Working with RIAs
In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of having a good working relationship with...
Capital Square Acquires Headquarters of National Football League’s Las Vegas Raiders for DST Offering
Capital Square Acquires Headquarters of National Football League’s Las Vegas Raiders for DST Offering December 16, 2022 | Capital Square Capital Square, one of the nation’s...
Alts Access Integral to Financial Advisor Success in 2023
Alts Access Integral to Financial Advisor Success in 2023 December 12, 2022 | Matt Brown | WealthManagement.com As economic uncertainty and market turbulence continue to...
Fastest rent drop in 7 years
Fastest rent drop in 7 years December 15, 2022 | Matt Phillips & Emily Peck | Axios Rent prices fell 0.4% in November — the largest month-over-month drop since...
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For the eleven nontraded REIT full-cycle events that have occurred since October 2015, which program had the highest conventional annualized rate of return to its earliest investors?
Answer: CNL Growth Properties, Inc. provided its early investors with an annualized average rate of return of 10.49%, according to Blue Vault’s Fifth Edition Nontraded REIT Full-Cycle Performance Study.
Benefit Street Partners Realty Trust Enters into Dilutive Stock Purchase Agreements
On February 14, 2018, Benefit Street Partners Realty Trust, Inc. (the “Company”) entered into stock purchase agreements,…
Oaktree Capital Management Files New $2 Billion NTR Registration
Following other large alternative investment management firms that have filed public offerings for new nontraded REIT programs, Oaktree Capital Management LP has filed…
Griffin-American Healthcare REIT IV Extends Share Offerings
In a February 14, 2018, SEC filing, Griffin-American Healthcare REIT IV, Inc. (“the REIT”), disclosed its extension of …
Rodin Global Property Trust Announces New NAV Per Share
On February 14, 2018, Rodin Global Property Trust’s board of directors approved an estimated net asset value as of December 31, 2017, of…
Phillips Edison Grocery Center REIT II Acquires Dallas Area Shopping Center
Phillips Edison Grocery Center REIT II, Inc. (“PECO II”), a public nontraded REIT, purchased Seville Commons, a…
How many nontraded REIT programs from Blue Vault’s Nontraded REIT Full-Cycle Performance Study have averaged annualized returns to early shareholders greater than 8.00% when distributions were reinvested?
Answer: 29 of the 56 nontraded REITs had annualized shareholder returns to early investors greater than 8.00% when distributions were reinvested.
The Challenges of Calculating Nontraded REIT Investor Rates of Return
With the recent release of the 5th Edition Blue Vault Nontraded REIT Full-Cycle Performance Study, this may be an appropriate time to offer perspectives on the challenges faced when calculating rates of return by investors in nontraded REIT programs.
Bluerock Value Exchange Sells Out Class A Multifamily San Antonio, Texas 1031 Exchange Offering
Bluerock Value Exchange (“BVEX”) announced today the sellout of its latest 1031 exchange program
For the eleven nontraded REIT full-cycle events that have occurred since October, 2015, which program had the highest conventional annualized rate of return to its earliest investors?
Answer: CNL Growth Properties, Inc. provided its early investors with an annualized average rate of return of 10.49%, according to Blue Vault’s Fifth Edition Nontraded REIT Full-Cycle Performance Study.









