Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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!
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Recent News
Who are the major net lease tenants for ExchangeRight’s Net Lease Portfolio 56 DST program that recently raised $132 million?
Who are the major net lease tenants for ExchangeRight’s Net Lease Portfolio 56 DST program that recently raised $132 million? Answer: The offering contains 33...
Richard Hillson: Furthering the Cause of Alts at the Blue Vault 2023 Summit
In this video clip, Richard Hillson (Hillson Consulting) explains why he thinks attending the 2023 Blue Vault Bowman Alts Summit is so very...
Greg Mausz: 506(c) Usage Improving Through Best Practices
In this video clip from the panel webinar, 506(c) Best Practices – Part 2, Greg Mausz (Skyway Capital Markets) describes how the use of 506(c) is improving through...
Deborah Froling: Fatal Flaw in 506(b)
In this video clip from the panel webinar, 506(c) Best Practices – Part 2, Deborah Froling (Kutak Rock, LLP) describes a fatal flaw in 506(b) that is often...
Darryl Steinhause: 6 Ways to Verify Investor Accreditation
In this video clip from the panel webinar, 506(c) Best Practices: Part 2, Darryl Steinhause (DLA Piper) explains the 6 ways to verify investor accreditation set forth by the...
CMCT names John Hope Bryant to its Board of Directors
Creative Media & Community Trust Corporation (NASDAQ: CMCT and TASE: CMCT-L) announced today that John Hope Bryant has been appointed to its Board of Directors. Mr....
More articles…
Does REIT Credit Get Enough Credit?
Does REIT Credit Get Enough Credit? September 18, 2017 | Paul Bubny | GlobeSt.com NEW YORK CITY—Do REITs’ credit metrics deserve more, well, credit from ratings agencies when it comes to rating the companies’ bonds? A special report from Kroll Bond Rating Agency says...
InvenTrust Properties Corp. Acquired River Oaks in Valencia, CA
InvenTrust Properties Corp. Acquired River Oaks in Valencia, CA September 19, 2017 | Luke Schmidt | Blue Vault On September 18, 2017, InvenTrust Properties Corp. announced the acquisition of River Oaks, a 275,000 square foot grocery-anchored center located in a...
Owl Rock Capital Issues Drawdown Notice to Investors
Owl Rock Capital Issues Drawdown Notice to Investors September 20, 2017 | Luke Schmidt | Blue Vault On September 15, 2017, Owl Rock Capital Corporation delivered a capital drawdown notice to its investors relating to the sale of approximately 9,842,519.80 shares of...
Which nontraded BDC reported the strongest capital raise in Q2 at $137.8 million?
Which nontraded BDC reported the strongest capital raise in Q2 at $137.8 million? Answer: FS Investment Corporation III Learn more about FS Investments on the Blue Vault Sponsor Focus page. Click Here FS Investments promotes Mike Kelly to president FS...
What nontraded closed-end fund reported assets under management of $2.276 billion as of 06/30/17?
What nontraded closed-end fund reported assets under management of $2.276 billion as of 06/30/17? Answer: FS Global Credit Opportunities Fund Learn more about FS Investments on the Blue Vault Sponsor Focus page. Click Here FS Investments promotes Mike...
1031 Exchanges: A Quick Primer
1031 Exchanges: A Quick Primer August 30, 2017 | Geoffrey Metz | GlobeSt.com IRVINE, CA—1031 exchanges continue to attract interest as a method for deferring taxes on a property transaction. But the strategy can be daunting for the first timer. How does a broker...
Phillips Edison Expands Holdings With Illinois Retail Buy
Phillips Edison Expands Holdings With Illinois Retail Buy September 15, 2017 | Gail Kalinoski | Commerical Property Executive Phillips Edison & Co., a Cincinnati-based owner of grocery-anchored shopping centers, is continuing its aggressive expansion, adding...
CNL Healthcare Properties Sees Significant Income Gains Across Its Portfolio
CNL Healthcare Properties Sees Significant Income Gains Across Its Portfolio Orlando, Fla., Sept. 14, 2017 (GLOBE NEWSWIRE) — CNL Healthcare Properties, a non-traded real estate investment trust (REIT) invested in seniors housing and healthcare properties,...
The Houston CRE Market in Hurricane Harvey’s Aftermath
The Houston CRE Market in Hurricane Harvey’s Aftermath September 15, 2017 | Timea Papp | Commercial Property Executive The metro’s office market emerged mostly unscathed following the Category 4 storm, while the retail, industrial and hotel industries were affected in...
Industrial REITs Experience Unprecedented Success
Industrial REITs Experience Unprecedented Success September 15, 2017 | John Egan | National Real Estate Investor Bolstered by the surge in e-commerce, industrial REITs have become the belles of the industry ball. Propelled largely by the e-commerce boom, industrial...
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