Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
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...
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...
More articles…
Which nontraded healthcare REIT merged in May 2017, giving shareholders a cash payment of $14.65 per share for shares originally issued at $10.00 per share?
Answer: Sentio Healthcare Properties, Inc.
Nontraded BDC Review, Q3 2017 Available Now!
Q3 2017 Nontraded BDC Industry Review Report and Individual Reports are Now Available! You may access these reports by clicking on “Subscriber-Only Research“, “Nontraded Business Development Companies”, then “BDC Review” links on...
Griffin Capital Essential Asset REIT Completes Acquisition of LPL Corporate Campus
Griffin Capital Company, LLC (“Griffin Capital”) announced today on behalf of Griffin Capital Essential Asset REIT, Inc. (the “REIT”), the acquisition of the LPL Financial Carolinas Corporate Campus (the “Property”) at a purchase price of $130 million.
5 New Facts on DOL’s Fiduciary Rule Delay
The U.S. Department of Labor has delayed the effective date of three major sets of DOL fiduciary rule compliance regulations by 18 months, but, actually, the rule is still there, like a dragon stuffed in a trunk.
The impact of remote working on commercial real estate
For decades, one of the biggest markers of prestige for a business was its property: an imposing, large-scale office building was the sign of a truly successful company.
Five Takeaways from the RealInsight 5th Annual Real Estate Private Equity Summit
Topics included the disruption in the retail real estate sector, fears surrounding the current long economic expansion and top markets and asset classes to look to for the future.
Warehouses Are Getting Bigger, Taller, Faster
Builders are sinking record sums into the space because of e-commerce—and robots.
What percentage of the nontraded BDCs covered in the Second Quarter Nontraded BDC Industry Review reported a majority of their assets as Senior Debt?
Answer: 11 of the 14 nontraded BDCs reported a majority of their assets as Senior Debt, resulting in 78.6%.
Surprise! The SEC Is Here! Are You Prepared?
How RIAs should handle the SEC’s unannounced examinations.
Are The Proposed Fiduciary Rules Good For Investors?
The additional liability on investment advisors would provide greater transparency for investors and more information to help them make the right decisions, KBS’s Chuck Schreiber tells GlobeSt.com.









