Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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
Blue Vault’s comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.
What is the largest interval fund in the industry in terms of total assets as of December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight fully subscribes Net-Leased All-Cash 8 DST, offering 5.20% income from necessity retail tenants and tax-deferred exit strategies.
Recent News
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...
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in...
Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Advisors Want Alts. Here’s How Broker-Dealers Pick Them November 28, 2022 | Sam Del Rowe | Financial Advisor IQ Broker-dealers are cautiously adding alternative products to...
Vestech Selects Altigo to Power its Alts Program
Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its...
More articles…
KBS Legacy Partners Stockholders to Vote on Liquidation Plan
KBS Legacy Partners Stockholders to Vote on Liquidation Plan October 18, 2017 | James Sprow | Blue Vault In a filing with the SEC on Tuesday, October 17, KBS Legacy Partners Apartment REIT Inc. announced to stockholders that they will vote on the company’s...
Which nontraded REIT program led the sector in total number of investments as of 06/30/17?
Which nontraded REIT program led the sector in total number of investments as of 06/30/17? Answer: Cole Credit Property Trust IV, Inc. reported 898 total investments, with American Finance Trust, Inc. trailing with 517 total reported investments. Learn more...
America’s Data Centers Deliver Results
America’s Data Centers Deliver Results October 13, 2017 | Beth Glavosek | Blue Vault Given the destruction caused by recent hurricanes, it’s impressive to learn that internet service and the cloud remained intact and resilient, even as millions of people lost power or...
Fiduciary Fallout: Labor Department’s Fiduciary Rule Straightjackets Investors
Fiduciary Fallout: Labor Department’s Fiduciary Rule Straightjackets Investors October 11, 2017 | Brian P. O’Shea | U.S. Chamber of Commerce Hard working Americans deserve the opportunity to secure a sound financial future. Because no two retirement...
Can FINRA Help Small Broker Dealer Firms Survive?
Can FINRA Help Small Broker Dealer Firms Survive? October 13, 2017 | James Sprow | Blue Vault In an article on October 12, Robert Cook, FINRA’s new CEO, was quoted in InvestmentNews as saying at a conference of the American Institute of Certified Public Accountants...
FS Investment Corporation III Amends Distribution Reinvestment and Share Repurchase Programs, Will Close Offering November 1
FS Investment Corporation III Amends Distribution Reinvestment and Share Repurchase Programs, Will Close Offering November 1 October 16, 2017 | James Sprow | Blue Vault On October 13, 2017, FS Investment Corporation III (a nontraded BDC) amended its distribution...
FS Investment Corporation IV Amends Distribution Reinvestment and Share Repurchase Programs, Will Close Offering November 1
FS Investment Corporation IV Amends Distribution Reinvestment and Share Repurchase Programs, Will Close Offering November 1 October 16, 2017 | James Sprow | Blue Vault On October 13, 2017, FS Investment Corporation IV (a nontraded BDC) amended its distribution...
KBS Strategic Opportunity REIT to Sell 11 Properties to Singapore REIT
KBS Strategic Opportunity REIT to Sell 11 Properties to Singapore REIT October 16, 2017 | James Sprow | Blue Vault On October 13, 2017 KBS Strategic Opportunity REIT, Inc. announced its intentions to sell 11 of its properties to various subsidiaries of a newly formed...
Which NTR reported the highest Distribution Yield from their Class A stock in Q2 2017?
Which NTR reported the highest Distribution Yield from their Class A stock in Q2 2017? Answer: Benefit Street Partners Realty Trust, Inc. reported a distribution yield of 8.25% in Q2 2017....
“PASS” Act to Repeal the DOL Fiduciary Rule Moves to U.S. House Floor
“PASS” Act to Repeal the DOL Fiduciary Rule Moves to U.S. House Floor October 13, 2017 | James Sprow | Blue Vault Representative Ann Wagner’s Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857) has passed the House Financial Services Committee in a...







