Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Vistra Appoints Jim Lee as Executive Vice President, Sales, Global
Jim Lee’s knowledge and insights of the US market will be incredibly valuable as Vistra continues to scale-up its commercial capabilities across key origination markets in the US, UK and Greater China.
Compliance Challenges in Marketing
Marketing success for alternative investment firms lies in striking the right balance between engaging messaging and regulatory adherence.
Leitbox Storage Partners Accelerates Self-Storage Development Strategy as Market Peaks
“While many developers are pulling back, our strong balance sheet and capital partnerships allow us to go on offense.” — Bill Leitner, Founder and CEO of Leitbox Storage Partners
What is the total gross capital raised since inception by the 34 BDCs Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
How were monthly total returns on nontraded REIT shares correlated with total returns on the S&P 500 index over the past 35 months?
How were monthly total returns on nontraded REIT shares correlated with total returns on the S&P 500 index over the past 35 months? Answer: The correlation between the...
Inland Private Capital Announces Delivery of Class-A Self-Storage Property in New Jersey
Inland Private Capital Announces Delivery of Class-A Self-Storage Property in New Jersey January 9, 2023 | Inland Private Capital Corporation Inland Private Capital...
Apollo Realty Income Solutions Acquires First Property
Apollo Realty Income Solutions Acquires First Property January 10, 2023 | SEC Global asset manager Apollo Global Management, through its newest U.S. real estate fund, has...
Slowing Rent Growth Hits Apartments, But Investors Have Not Lost Interest
Slowing Rent Growth Hits Apartments, But Investors Have Not Lost Interest January 9, 2023 | Bendix Anderson | WealthManagement.com There are still a lot of reasons to invest...
Gladstone Commercial Corporation Announces Monthly Cash Distributions for January, February and March 2023 and Fourth Quarter Ended December 31, 2022 Earnings Release and Conference Call Dates
Gladstone Commercial Corporation (Nasdaq:GOOD) (the “Company”) announced today that its board of directors declared cash distributions for the months of January,...
Leitbox Storage Partners Acquires Self-Storage Facility Outside of Winston-Salem, NC
Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform, based in Birmingham, Alabama, announced today its acquisition of a self-storage...
More articles…
Bluerock Residential Growth REIT (BRG) Fourth Quarter 2017 Earnings, Conference Call Set for February 14
Bluerock Residential Growth REIT, Inc. (NYSE MKT: BRG) (the “Company” or “BRG”) will release its financial results for the fourth quarter ended December 31, 2017 before the market opens on Wednesday, February 14, 2018.
Bluerock Value Exchange Appoints Josh Hoffman as President
Over the course of his career, [Josh Hoffman] has successfully completed more than 65 sponsored 1031 like-kind exchange security offering programs representing more than $1.4 billion in property value and more than 7.8 million square feet.
Update: United Development Funding IV to Settle Shareholder Lawsuit
In an article posted on Blue Vault’s website in December, 2017, entitled “How An Attack on a Nontraded REIT Sponsor Made a Hedge Fund Manager $60 Million,” we referred readers to a lawsuit filed by United Development Funding LP and its related companies accusing hedge fund manager J. Kyle Bass and his closely held company Hayman Capital Management, L.P., of perpetrating a “short-and-distort” scheme by spreading false and damaging information about UDF in order to drive down the company’s stock price and profit by covering their short positions by buying shorted shares at much lower prices.
Carter Validus Mission Critical REIT II, Inc. Acquires Approximately $73 Million in Healthcare and Data Center Real Estate in the Month of December 2017
Carter Validus Mission Critical REIT II, Inc. (“CV Mission Critical REIT II”), a non-traded real estate investment trust focused on assembling a portfolio of high-quality data center and healthcare real estate, acquired properties during December 2017 for an aggregate contract purchase price of approximately $73 million, excluding closing costs and related fees.
Out of 45 Interval Funds that have a fiscal year end reported in their SEC filings, how many have a December 31 fiscal year end?
Answer: Only 8 interval funds out of 45 had reported a fiscal year end of December
Bluerock Capital Markets Reports 60% Growth in Capital Raise; Achieves Top 4 Ranking in Direct Investment Industry
Capital raised for BCM’s direct investment product suite grew by 60% in 2017, following a 160% increase in 2016.
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.










