Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.
Alternative Investments: A Primer for Advisors
Are you a wealth advisor new to alts? Review this primer to get you started!
Alternative Asset Strategies: Investing in Oil and Gas
Because oil and gas are considered real property, they are thus “like-kind” to traditional real estate assets and qualify for tax-advantaged 1031 exchanges.
Blue Vault Q4 2024 NTR Research Report Update 4-25-2025
Blue Vault has started publishing new Q4 2024 non-traded REIT (NTR) research pages. These reports offer detailed analysis to support due diligence and investment decisions. More updates coming soon!
Recent News
Blackstone REIT Share Repurchases Approaching Quarterly Limits
Blackstone REIT Share Repurchases Approaching Quarterly Limits November 23, 2022 | James Sprow | Blue Vault Recent comments by industry experts have suggested that share...
Four Reasons Why Self-Storage has Performed Well in Inflationary Environments and Times of Recession
Four Reasons Why Self-Storage has Performed Well in Inflationary Environments and Times of Recession November 23, 2022 | James Sprow | Blue Vault 1. Potential Rental...
Nareit Reports Equity REITs Increase FFO Y-O-Y in Q3 2022
Nareit Reports Equity REITs Increase FFO Y-O-Y in Q3 2022 November 23, 2022 | James Sprow | Blue Vault Some 81% of U.S. equity real estate investment trusts reported...
Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform
Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform November 22, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the...
Hines JV Sells 1 MSF Industrial Asset for $104M
Hines JV Sells 1 MSF Industrial Asset for $104M November 18, 2022 | Simona Tudose | Commercial Property Executive Hines, together with Cresset Partners, has sold the...
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023 November 21, 2022 | Prospect Capital...
More articles…
Carter Validus Mission Critical REIT II Acquires Silverdale Healthcare Facility
Carter Validus Mission Critical REIT II Acquires Silverdale Healthcare Facility September 28, 2017 | Luke Schmidt | Blue Vault On August 25, 2017, Carter Validus Mission Critical REIT II, Inc. acquired the Silverdale Healthcare Facility for a $9.6 million contract...
Moody National REIT I and Moody National REIT II Close Merger
Moody National REIT I and Moody National REIT II Close Merger September 28, 2017 | Luke Schmidt | Blue Vault On September 28, 2017, Moody National REIT II, Inc. announced the closing of its merger with Moody National REIT I, Inc. As a result of the merger, Moody...
The Art of Wholesaling
In an upcoming blog series, Blue Vault is going to examine the role of the wholesaler in the financial services industry.
It’s been said that wholesalers are the ‘muscle’ behind the billions of dollars of fund shares sold through advisors and bought by investors each year. A wholesaler is someone who represents a product sponsor and its offerings. Known for being ‘road warriors’ who travel the country, wholesalers visit advisors and Broker Dealers to educate them about the benefits of the sponsor’s offerings and the unique value they bring to the marketplace of investments.
RC Acquisitions Cancels $280M Acquisition with KBS REIT II
RC Acquisitions Cancels $280M Acquisition with KBS REIT II September 27, 2017 | Luke Schmidt | Blue Vault On September 25, 2017, RC Acquisitions, LLC, a Pacific Reach Properties affiliate, exercised its right to terminate an agreement to purchase the Union Bank Plaza...
How did the median distribution yield in Q2 2017 compare between open nontraded REITs and closed nontraded REITs?
How did the median distribution yield in Q2 2017 compare between open nontraded REITs and closed nontraded REITs? Answer: The median distribution yield for open nontraded REITs was 5.57% while the median distribution yield for closed nontraded REITs was...
Blue Vault to Present at 2017 Kovack InTouch National Conference
Blue Vault Presented at 2017 Kovack InTouch National Conference Blue Vault presented, “Nontraded REITS are Like Mules” on Monday, October 2nd at 3:45pm at the 2017 Kovack InTouch National Conference. Visit the Blue Vault Booth Monday through Wednesday during the...
Phillips Edison Grocery Center REIT I Shareholders Approve Internalization
Phillips Edison Grocery Center REIT I Shareholders Approve Internalization September 27, 2017 | Luke Schmidt | Blue Vault At its annual stockholders meeting on September 20, 2017, stockholders of Phillips Edison Grocery Center REIT I, Inc. approved the proposal, dated...
Two New Finance REITs Launch
Two New Finance REITs Launch September 20, 2017 | Mark Heschmeyer | CoStar.com The ranks of alternative CRE lenders continue to grow as two new REITs launched this week: FS Credit Real Estate Income Trust, a nontraded REIT, and Tremont Mortgage Trust, publicly traded...
Four Top Concerns of Today’s Apartment Developers
Four Top Concerns of Today’s Apartment Developers September 26, 2017 | Bendix Anderson | National Real Estate Investor Nothing good lasts forever. Apartment sector experts are scanning the horizon for problems that could hurt their properties, even though apartment...
In Mixed Period for Hotel Sector, Procaccianti Launching REIT
In Mixed Period for Hotel Sector, Procaccianti Launching REIT September 21, 2017 | Mark Heschmeyer | CoStar.com Rhode Island-based Procaccianti Cos., owner of TPG Hotels & Resorts, is forming a new nontraded REIT to expand its hotel investments. The move comes at...











