Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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
Capitalizing on Data Center Expansion: The Evolving Risk Profile
Corporate and private investors are increasingly capitalizing on demand for AI services by investing in data centers.
Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Recent News
Final Q3 2022 Nontraded REIT Pages Added
Final Q3 2022 Nontraded REIT Pages Added The following Q3 2022 Nontraded REIT and BDC pages are available to Blue Vault subscribers (bold font indicates newly...
Jon Ranello: Grown as an Industry
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Stacy Chitty: An Invitation to the 2023 Blue Vault Bowman Alts Summit
In this video clip, Stacy Chitty (Founder, Blue Vault Partners) invites you to attend the 2023 Blue Vault Bowman Alts Summit March 3-8 at the Grand Hyatt Atlanta in...
Nareit 2022 Industry Achievement Award Winner Says REITs Positioned Well for Macro Uncertainty
Nareit 2022 Industry Achievement Award Winner Says REITs Positioned Well for Macro Uncertainty December 13, 2022 | Nareit Mark Howard-Johnson, global head of real estate...
Stacy Chitty: 2023 Blue Vault Bowman Alts Summit – 3 Reasons to Attend
In this video clip, Stacy Chitty (Founder, Blue Vault) gives you three reasons to attend the 2023 Blue Vault Bowman Alts...
Of the $128.3 billion in debt on NTR books as of Q2 2022, how much had interest rate swaps to convert variable rate debt to fixed rate debt?
Of the $128.3 billion in debt on NTR books as of Q2 2022, how much had interest rate swaps to convert variable rate debt to fixed rate debt? Answer: There were swaps with at...
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Blue Vault Will Attend the FSI OneVoice 2018 Conference on January 29-31st
Stop by Booth #402 to see us!
Which interval fund had sales of $72.2 million in December, 2017, leading all interval funds reporting sales to Blue Vault for the month?
Answer: Bluerock’s Total Income + Real Estate Fund reported sales of $72.2 million in December, 2017.
Don’t Miss Summit 2018!
Don’t Miss Summit 2018! January 24, 2018 | Beth Glavosek | Blue Vault Blue Vault’s fourth annual Broker Dealer Educational Summit will be held Monday, March 12, 2018 – Wednesday, March 14, 2018 at The Alfond Inn, Winter Park, Florida. The Summit gives...
REITs: Looking Back on 2017 and Looking Forward to 2018
The big story of 2017 for REIT investors was how dramatically they underperformed the broad stock market.
Which nontraded REIT program led all others in sales in December, 2017?
Answer: Blackstone Real Estate Income Trust, Inc. reported sales of $170.1 million in December, 2017.
SmartStop Asset Management, LLC Acquires 345-Bed Student Housing Community Near University of Michigan Campus for $43.8 Million
“We are very pleased to complete the acquisition of this Class ’A’, institutional-quality student housing property located near one of the largest and most prestigious research universities in the country,” said H. Michael Schwartz, chief executive officer of SmartStop.
NorthStar REIT and NorthStar REIT II Shareholders Approve Merger
The stockholders of NorthStar Real Estate Income Trust, Inc. (“NorthStar I”) and NorthStar Real Estate Income II, Inc., (“NorthStar II”) voted to approve the mergers of NorthStar I and NorthStar II into Colony NorthStar Credit Real Estate, Inc. (“CLNC”) at special meetings on January 18.
Carter Validus Mission Critical REIT Announces $3.00 Special Distribution
Carter Validus Mission Critical REIT, Inc. (“the Company”) announced January 22 that its Board of Directors has declared a special distribution of $3.00 per share of common stock, subject to, and conditioned upon, all required third party consents and approvals.
Bluerock Value Exchange Sells Chace Lake DST (1031-Exchange) Investment Property
The full-cycle investment provided an 8.1% internal rate of return (IRR), including cash flow, over the approximate 5-year hold period.
Phillips Edison & Company Acquires 23 Shopping Centers in 2017
Phillips Edison & Company (the “Company”) is pleased to announce a strong close to 2017, acquiring 23 grocery-anchored shopping centers on behalf of the Company and its sponsored programs throughout the year.







