Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
Weekly Alts News Roundup: April 8, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
In this Q&A, Mat Dellorso, Managing Director of SEI Access™, discusses how technology stands to exponentially expand the alts market and the role that SEI Access will play in that transformation.
What percentage of interval fund assets are held in credit-focused funds as of December 31, 2024, and how does that compare to one year prior?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Gladstone Land Corporation Files for Public Offering of 5.00% Series E Cumulative Redeemable Preferred Stock
Gladstone Land Corporation (Nasdaq:LAND) (the “Company”) today announced that it has filed a new prospectus supplement with the U.S. Securities and Exchange...
What was the weighted average interest rate on the $128.3 billion total debt owed by all nontraded REITs as of June 30, 2022?
What was the weighted average interest rate on the $128.3 billion total debt owed by all nontraded REITs as of June 30, 2022? Answer: The weighted average interest rate on...
Altigo Adds 46 New Sponsors to the Platform in 2022
Altigo Adds 46 New Sponsors to the Platform in 2022 November 9, 2022 | Altigo Altigo continues to add well-known asset managers to its industry-leading electronic...
Gladstone Land Announces Third Quarter 2022 Results
Gladstone Land Corporation (Nasdaq:LAND) (“Gladstone Land” or the “Company”) today reported financial results for the third quarter ended September...
Prologis Says ‘Frenzied Pace’ in Logistics to Normalize in 2023
Prologis Says ‘Frenzied Pace’ in Logistics to Normalize in 2023 November 7, 2022 | Paul Bergeron | GlobeSt.com The “frenzied” tempo of logistics leasing momentum...
JPMorgan Looks to Unload Amazon-Leased Office in Santa Monica
JPMorgan Looks to Unload Amazon-Leased Office in Santa Monica November 4, 2022 | Greg Cornfield | Commercial Observer J.P. Morgan Asset Management is looking to unload a...
More articles…
Kestra Financial acquires 600-rep H. Beck
Kestra Financial acquires 600-rep H. Beck August 8, 2017 | Bruce Kelly | InvestmentNews.com The market for independent broker-dealer mergers saw its second sizable deal in as many weeks as Kestra Financial Inc. said Tuesday it had acquired a 600 rep and adviser firm...
Three nontraded BDCs are on Blue Vault’s watch list for a liquidity event. Find out which three BDCs…
Three nontraded BDCs are on Blue Vault’s watch list for a liquidity event. Find out which three BDCs… 1. Corporate Capital Trust has announced its intention and application to list on the NYSE under the ticker symbol “CCT”. 2. FS Investment Corporation II has...
Characteristics of Nontraded REITs
Whether you’re considering investing in a nontraded REIT (or other ‘alternative’ investment) or your financial advisor has recommended one to you, there are some key things to know about what makes these REITs a little different from others.
How did the median distribution yields for closed nontraded REIT programs in Q1 2017 compare to the average dividend yields for traded equity REITs?
How did the median distribution yields for closed nontraded REIT programs in Q1 2017 compare to the average dividend yields for traded equity REITs? Answer: The median distribution yield, based on the original offering prices for nontraded REIT shares in Q1 2017 was...
Commercial Property Price Index Inches Higher in July
Commercial Property Price Index Inches Higher in July August 8, 2017 | James Sprow | Blue Vault The Green Street Commercial Property Price Index inched higher in July. Over the past year, the index is little changed, as higher cap rates have offset growing rental...
Inland Residential Buys Montgomery, Alabama Multifamily Property for $36.6 Million
Inland Residential Buys Montgomery, Alabama Multifamily Property for $36.6 Million August 7, 2017 | James Sprow | Blue Vault Inland Residential Properties Trust Inc., a publicly registered non-traded real estate investment trust, purchased Verandas at Mitylene, a...
Should REITs Worry About Section 1031 Repeal?
Should REITs Worry About Section 1031 Repeal? August 4, 2017 | Robert Beard | King and Spalding One of the headline proposals contained in the Republican Party’s “Better Way” blueprint for tax reform was immediate expensing of business investments. Although the...
LPL Seen As Front-Runner To Buy National Planning Holdings’ B-D Network
LPL Seen As Front-Runner To Buy National Planning Holdings’ B-D Network July 30, 2017 | FA-mag.com LPL Financial appears to be the likely winner in the bidding for Jackson National’s 3,500-rep, broker-dealer network, National Planning Holdings (NPH)....
Phillips Edison Acquires Bakersfield Center
Phillips Edison Acquires Bakersfield Center August 2, 2017 | Al Urbanski | ChainStoreAge.com Phillips Edison has acquired another grocery-anchored center, this on in Bakersfield, California. Riverlakes Village is a 92,212-sq.-ft. neighborhood center anchored by...
Sector Focus: Necessity Retail
Despite the huge rise and popularity of online shopping, there’s still a need for bricks and mortar stores. According to a recent study, by 2025, the share of online grocery spending could reach 20% of the total market, representing $100 billion in sales. However, as one supermarket executive puts it, “You can’t forsake the 80% of consumers who are shopping in your physical stores.”










