Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Real Estate Credit Leader Matthew Borstein Joins CIM Group as Managing Director, Co-Head of Credit to Continue Platform Expansion
“[Matthew Borstein] has exceptional expertise, longstanding relationships, and strategic vision, and we are proud to welcome him to CIM Group.” — Avi Shemesh, Co-Founder and Principal, CIM Group.
Blue Vault Begins Publishing Q1 2025 Nontraded BDC Performance Reports
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Fourteen Q1 2025 reports are ready for members to view today.
ASHFORD SECURITIES EXPANDS TEAM WITH STRATEGIC HIRES
Ashford Securities LLC strengthens its leadership team with dynamic new talent, signaling exciting developments in its national growth strategy and commitment to financial intermediaries—discover the seasoned professionals driving this next chapter.
Alts Lingo for Beginners: How to Make an Informed Pitch
Alternative investments terminology can sometimes seem contradictory, but it’s important to understand the lingo in order to make an informed pitch to investors.
Recent News
November 2022 Reported Nontraded REIT Sales Down 2.3% From October
November 2022 Reported Nontraded REIT Sales Down 2.3% From October December 19, 2022 | James Sprow | Blue Vault Blue Vault received November 2022 sales totals for eleven...
Cherie Fournier: Website Audits
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Cherie Fournier (CEO, Founder Marketing Intent) discusses how a website audit can...
Alise Lucero: Sponsor Consistency is Key
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Alise Lucero (VP, Client Success Marketing Intent) explains how important it is...
Cherie Fournier: Thought Leadership
In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Cherie Fournier (CEO, Founder Marketing Intent) describes one of the key concepts...
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...
More articles…
Generation Y
Kathleen Johnson, Senior Practice Management Consultant, describes how Generation Y is different from previous generations and why financial advisors should focus on marketing strategies that work according to their unique preferences.
Phoenix American Financial Services Announces the Hiring of Ned Montenecourt as Chief Risk and Compliance Officer
Phoenix American Financial Services, Inc. announced today that Ned Montenecourt has joined the firm as Chief Risk and Compliance Officer.
U.S. Listed REITs Traded at 3.3% Median Discount to NAV as of November 30
According to SNL, U.S. equity REITs traded at a median discount to consensus net asset value of 3.3% as of November 30.
Nontraded REIT Review, Q3 2017 Update
December 15, 2017 The “Q3 2017 Nontraded REIT Industry Review – Individual Performance Pages” Section is Now Available! You may access the Individual Performance Pages Section by logging on to the Blue Vault Website, and clicking on...
Which nontraded REIT completed the liquidation of its portfolio and made a final distribution to shareholders in April 2017?
Answer: Hines Real Estate Investment Trust, Inc.
CRE Industry Focused on Tax Cuts for ‘Pass-Through’ Entities as Tax Reform Enters Final Stretch
Apparent Victory for Commercial Property Owners as First Major Tax Overhaul in Three Decades Speeds Toward Completion
How Kroger is ‘redefining the grocery customer experience’
The Kroger Co. is expanding its grocery delivery service in the year ahead amid increasing competition across the retail landscape.
What We Know About Corporate Winners and Losers in U.S. Tax Bill
Here’s how different business sectors may fare under the legislation as it stands.
Cantor Fitzgerald Introduces Second Non-Traded REIT to Focus on Debt
Cantor Fitzgerald LP is launching its second non-traded REIT, Rodin Income Trust that aims to raise up to $1.25 billion to originate, acquire and manage a diversified portfolio of CRE investments inside and outside of the U.S. The REIT will invest in mortgage loans, preferred equity and mezzanine loans, real estate securities, and/or investment properties.
Griffin Capital Essential Asset REIT Acquires LPL Campus in South Carolina
Griffin Capital Company, LLC announced on December 4 that their sponsored nontraded REIT program Griffin Capital Essential Asset REIT, Inc. completed the acquisition of the LPL Financial Carolinas Corporate Campus at a purchase price of $130 million.







