Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Are Gaps in Your Pardot Salesforce Integration Creating a Blind Spot for Sales?
Having Pardot and Salesforce is not the same thing as having a strong Pardot Salesforce integration.
Capital Square’s The Nickel Hotel Wins 2026 CoStar Impact Award for Charleston Commercial Development of the Year
Completed in spring 2025, The Nickel Hotel draws inspiration from the ornate ironwork found throughout Charleston.
Blue Vault Q4 2025 Nontraded REIT Performance Reports Update
Twenty-three of forty Q4 2025 Nontraded REIT Individual Performance Reports are now available to Blue Vault members.
Bluerock Homes Trust (BHM) Announces Second Quarter Dividends on Series A Preferred Stock and Series B Preferred Stock
BHM properties are located across a diverse group of growth markets with healthy long-term demand fundamentals for residential rentals and will seek to target the high disposable income renter by choice.
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Recent News
The Advisor Journey: From Curiosity to Commitment
Marketing Intent Capturing the attention of financial advisors isn’t accidental, it’s intentional. In the alts space, where opportunity and complexity intersect, influencing...
GSREIT Now Available on iCapital Marketplace
Greenwood Star Greenwood Star Holdings (“Greenwood Star”), a vertically integrated real estate company specializing in the acquisition, management, and...
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return in the third quarter of 2025?
Answer: Based on the nontraded BDCs tracked by Blue Vault, NexPoint Capital Inc. had the highest quarterly return of 3.88% in the third quarter of 2025. Discover...
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Answer: Based on the interval funds tracked by Blue Vault, City National Rochdale Strategic Credit Fund had the highest distribution rate of 21.92% in the first half of...
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Johnathan Rickman | Blue Vault Wealth advisors have a lot on their plate, with time for conducting research in rare supply. As more investors pivot their portfolios to...
Building Strong Marketing Foundations for Alternative Investments
Marketing Intent In this industry, where sophisticated strategies and complex structures often define processes, the most effective fund marketing still rests on a handful...
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Inland Fully Subscribes $54 Million Build-to-Rent DST
The DST owns the Odyssey on Soltura, a newly constructed, Class A, build-to-rent (“BTR”) single-family rental community located at 10131 Soltura Drive in Fort Myers, Florida.
Eligible Gains with Jay Frank of Cantor Fitzgerald Asset Management Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about what gains are still eligible for investment in this podcast clip.
Proposed Opportunity Zone Legislation Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about proposed Opportunity Zone legislation in this podcast...
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
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What percentage of total industry assets were made up by the ten largest interval funds?
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Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.
Inland Appoints Jovan Marconi as Chief Information Officer
In this role, Mr. Marconi is responsible for developing and implementing the IT strategy, including application development; data management; AI practices; cybersecurity; and the evolution of the technology infrastructure for Inland.
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Situated on over four acres, Go Store It Oak Ridge has 515 storage units and is currently 91% leased. Its prime location along S Illinois Avenue, a bustling seven-lane thoroughfare with a daily traffic count of 26,857 vehicles, provides high visibility and accessibility.
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight All-Cash 3 DST ’s exit strategy aims to provide investors with a tax-deferred cash-out refinance option in addition to the ability to complete a 1031 exchange, 721 exchange, cash out, or a combination of these options.
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