Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault’s Latest Nontraded Preferred Share Performance Reports
Blue Vault’s reports aim to equip financial professionals and advisors with deeper data and analysis to support due diligence and portfolio decision-making.
VENTURE.co Launches VENTURE.co Fund Services to Transform Fund Administration
The new fund administration offering cements VENTURE.co as a leading service provider in the alternative investment industry.
The Latest on Blue Vault’s Nontraded LLC, Interval Fund, and Tender Offer Fund Performance Reports
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What is the largest interval fund in the industry in terms of total assets as of December 31, 2024?
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Recent News
John Crosier: It’s Ok to Wait
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Crosier (Aspen Capital Management) explains why it’s ok to make a sponsor...
Charles West: What Keeps an Advisor, Who is New to Alts, Up at Night?
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Charles West (Endurance Financial) describes some concerns that keep an advisor, who...
Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc. Phoenix will fulfill the agent and...
John Trevor: Issue Causing Problems with Billing
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing...
Richard Hillson: Focus on Education
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) explains how important education is in the alts...
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the...
More articles…
REIT-Stock Correlations by Property Type: A Sharp Decline
REIT-Stock Correlations by Property Type: A Sharp Decline October 18, 2017 | Brad Case | REIT.com The correlation between REITs and the broad stock market has always been relatively low, because REIT returns are driven by the real estate market cycle whereas returns...
Starwood Enters Nontraded REIT Space, Following Blackstone’s Lead
Starwood Enters Nontraded REIT Space, Following Blackstone’s Lead October 19, 2017 | James Sprow | Blue Vault With the filing of an S-11 for Starwood Real Estate Income Trust, Inc. on October 17, Starwood Capital enters the Nontraded REIT space in a big way, offering...
House Overwhelmingly Passes Bill to Allow Reporting Companies to Use Reg A+
House Overwhelmingly Passes Bill to Allow Reporting Companies to Use Reg A+ September 13, 2017 | DuaneMorris.com HR 2864, the “Improving Access to Capital Act,” passed the US House of Representatives on September 5, 2017 with a lopsided bipartisan vote of 403-3. The...
The Impact of Amazon on Grocery Sector and Phillips Edison Grocery Center NTRs
The Phillips Edison NTRs are well-diversified in their tenant mix, with no single tenant contributing more than 8.8% of the REIT’s lease revenues. PEGCR I has 52.9% of its leased square feet in the grocery industry as of June 30, 2017, and that percentage was 52.7% for PEGCR II.
Which nontraded REIT program led the sector in real property dispositions in Q2 2017?
Which nontraded REIT program led the sector in real property dispositions in Q2 2017? Answer: American Finance Trust, Inc. led the NTR sector with $178.1 million in dispositions. Learn more about AR Global on the Blue Vault Sponsor Focus page. Click Here ...
CNL Growth Properties Full-Cycle Results Impressive, But Hardly 80%, as written by DI Wire
CNL Growth Properties Full-Cycle Results Impressive, But Hardly 80%, as written by DI Wire October 19, 2017 | James Sprow | Blue Vault A recent article in the DI Wire was headlined “CNL Growth Completes Liquidation with 80% Total Return to Early Investors.” While it...
Office landlords discover the consumer
Office Landlords Discover the Consumer October 11, 2017 | Konrad Putzier | The Real Deal The office market has seen plenty of innovation in recent decades, from the rise of real estate investment trusts to online databases like CoStar. But landlords have made little...
Treasuries Push Down Net Lease Cap Rates
Treasuries Push Down Net Lease Cap Rates October 4, 2017 | Brian J. Rogal | GlobeSt.com CHICAGO—Cap rates in the net lease market sank to historic lows at various points in the past few years, but after a relatively short period of stability, investors eager to snap...
KBS Strategic Opportunity REIT Proposes Continuous Offerings and NAV REIT Conversion
KBS Strategic Opportunity REIT Proposes Continuous Offerings and NAV REIT Conversion October 17, 2017 | James Sprow | Blue Vault KBS Strategic Opportunity REIT Inc. plans to convert to a non-listed perpetual-life net-asset-value real estate investment trust and is...
Alternative & Direct Investment Securities Association to Welcome 1,000 Attendees to its 2017 Annual Conference
Alternative & Direct Investment Securities Association to Welcome 1,000 Attendees to its 2017 Annual Conference Three-day conference includes more than 40 educational sessions on trending topics, investment products, legislative and regulatory updates and more...







