Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Recent News
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...
Inland Private Capital Corporation Delivers 192% Total Return to Investors with Sale of BJ’s Wholesale Club in Virginia
Inland Private Capital Corporation Delivers 192% Total Return to Investors with Sale of BJ’s Wholesale Club in Virginia December 13, 2022 | Inland Private Capital...
GT Voice: Blackstone warning liquidity crunch deserves due attention
GT Voice: Blackstone warning liquidity crunch deserves due attention December 12, 2022 | Global Times Blackstone, the world’s largest private equity group, is...
A Surprising Find in Retail Malls
A Surprising Find in Retail Malls December 13, 2022 | Erik Sherman | GlobeSt.com The general assumption in retail that’s been building, part of the “retail apocalypse,”...
More articles…
Self-Storage REIT Outlook Remains Positive, Green Street Analyst Says
Ryan Burke, an analyst at Green Street Advisors, joined Nareit for a video interview at REITworld 2017.
A Conversation with Grocery Real Estate Pioneer Phillips Edison
With the internalization of its Grocery Center REIT I’s advisor, Phillips Edison has hit some significant milestones this year.
When a nontraded REIT revises its estimated NAV per share, what are the most important assumptions that affect the estimated value of the REIT’s real estate portfolio?
Answer: Exit capitalization rates, discount rates for cash flows from property investments, annual market rent growth rate and average holding period.
How the New Tax Law Impacts Commercial Real Estate Investment
How the New Tax Law Impacts Commercial Real Estate Investment January 16, 2018 | James Sprow | Blue Vault We can parse the impacts of the new tax law that President Trump signed recently into first effects and secondary effects. Put simply, some provisions are likely...
The Inland Real Estate Group of Companies, Inc. Announces its Investment Group Raised More than $800 Million of Capital in 2017
As a business incubator, Inland specializes in creating, developing and sponsoring new business enterprises that provide real estate and finance-related investment funds, including institutional funds, alternative public and private securities, and development, construction and other opportunities.
Blue Vault December “Sales Stack” All Alternative Investment Sales
Blue Vault December “Sales Stack” All Alternative Investment Sales January 16, 2018 | Blue Vault NTR Sales at $4.3 Billion for 2017, Down from $4.5 Billion in 2016 Sales by nontraded REITs were down 4.6% in 2017 compared to 2016. December sales of $271.2...
Which three new Interval Funds were declared effective by the SEC in Q4 2017?
Answer: FS Credit Income Fund, Angel Oak Strategic Credit Fund, and Pathway Capital Opportunity Fund which restructured from a closed end fund.
More on Interval Funds
More on Interval Funds January 15, 2018 | Beth Glavosek | Blue Vault In recent weeks, we looked at the characteristics of closed-end interval funds. Like mutual funds, interval funds offer shares continuously that are priced daily based on net asset value (NAV). While...
JLL Income Property Trust Offering Reduces Selling Commission
In its offering registration filed with the SEC on January 12, Jones Lang LaSalle Income Property Trust reduced the dealer manager selling commission payable on its Class A shares to 3.0% from 3.5% in its previous offering filings.
American Realty Capital Healthcare Trust III Pays $15.75 Initial Liquidating Distribution
American Realty Capital Healthcare Trust III, Inc.’s filed an 8-K with the SEC on December 26, 2017 reporting that the board of directors of the Company unanimously approved an initial liquidating distribution of $15.75 per share of the Company’s common stock.









