Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Braemar Hotels & Resorts Enters into Franchise Agreement for the Sofitel Chicago Magnificent Mile
Braemar Hotels & Resorts Inc. says it will transition the Sofitel Chicago Magnificent Mile to a franchise structure managed by Remington Hospitality.
Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs
Bluerock Value Exchange (BVEX) announces $1.5M in special distributions to investors, highlighting strong DST portfolio performance and enhanced returns.
Blue Vault’s Latest Interval Fund and Tender Offer Fund Reports
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
Weekly Alts News Roundup: April 1, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on what’s happening in the industry from M&As to technology and more.
Recent News
Phoenix American Onboards New Client – Real Estate Fund Sponsor Leitbox Storage Partners for Fund Administration
Phoenix American Financial Services (Phoenix American) is pleased to announce the onboarding of real estate fund sponsor Leitbox Storage Partners (Leitbox) for fund...
What was the total notional value of interest rate swaps and interest rate caps on the books of nontraded REITs as of June 30, 2022?
What was the total notional value of interest rate swaps and interest rate caps on the books of nontraded REITs as of June 30, 2022? Answer: $58.5 billion in notional value...
Tim Witt: Fees
In this video clip from the panel webinar, A DST Market Update, Tim Witt (president, Peachtree PC Investors), discusses sponsor...
Tim Witt: Outlook for Exit
In this video clip from the panel webinar, A DST Market Update, Tim Witt (president, Peachtree PC Investors), explains the importance of looking at the 5-10 year outlook for...
Tim Witt: Newer Sponsors
In this video clip from the panel webinar, A DST Market Update, Tim Witt (president, Peachtree PC Investors) discusses some of the key questions to ask newer sponsors...
Taylor Garrett: Dive Into Due Diligence
In this video clip from the panel webinar, A DST Market Update, Taylor Garrett (president, Orchard Securities), explains the importance of due diligence when evaluating...
More articles…
Inland Real Estate buys portfolio of 49 CVS stores
“This was an attractive acquisition opportunity due to the fact that we were able to buy all 49 CVS stores in one transaction.”
BDCA Reduces Distribution Rate
BDCA Reduces Distribution Rate July 18, 2017 | Jared Schneider | Blue Vault On July 18, 2017, Business Development Corporation of America (BDCA) announced that the Company is reducing its annualized distribution rate to $0.65 per share from $0.87 per share. This...
Fitch Analyst Says REITs Looking to Reduce Cost of Financing
Fitch Analyst Says REITs Looking to Reduce Cost of Financing July 17, 2017 | by REIT.com Steven Marks, managing director at Fitch Ratings, joined REIT.com for a video interview at REITWeek2017: NAREIT’s Investor Forum at the New York Hilton Midtown. Marks commented on...
American Realty Capital Healthcare Trust III, Inc. Approves $17.64 NAV, Ceases Distributions
American Realty Capital Healthcare Trust III, Inc. Approves $17.64 NAV, Ceases Distributions July 19, 2017 | by James Sprow | Blue Vault The following is from an 8-K filed by the nontraded REIT on July 19, 2017: On July 18, 2017, the independent directors of the...
Capital raise for interval funds and nontraded CEFs was well over $3 billion so far in 2017. You’ve probably never heard of the number one capital raiser. Find out who…
Capital raise for interval funds and nontraded CEFs was well over $3 billion so far in 2017. You’ve probably never heard of the number one capital raiser. Find out who… Answer: Stone Ridge Alternative Lending raised $1.9 billion in its Fiscal Year 2017. *Capital raise...
Carter Validus Mission Critical REIT II, Inc. Acquires Three Properties
Carter Validus Mission Critical REIT II, Inc. Acquires Three Properties July 19, 2017 | by James Sprow | Blue Vault Carter Validus Mission Critical REIT II, Inc., a non-traded real estate investment trust focused on assembling a portfolio of high-quality data center...
House committees ready two assaults on DOL fiduciary rule this week
House committees ready two assaults on DOL fiduciary rule this week One is a vote on a bill to kill Labor’s rule and replace it with a disclosure-based best-interest standard, while another will take up legislation to prevent funding for enforcement of the...
Market slowdown: What to look for in a 1031 exchange later in the real estate cycle
Market slowdown: What to look for in a 1031 exchange later in the real estate cycle July 18, 2017 | by Michael Packman | nyrej.com While prices have remained high, we are definitely seeing signs of slowing in the market overall. As there always are, the first signs of...
FSI TESTIFIES AT HOUSE FINANCIAL SERVICES SUBCOMMITTEE HEARING ON DOL FIDUCIARY RULE
FSI TESTIFIES AT HOUSE FINANCIAL SERVICES SUBCOMMITTEE HEARING ON DOL FIDUCIARY RULE July 18, 2017 | Financial Securities Institute WASHINGTON, D.C. – Today, David Knoch, President of 1st Global, testified on behalf of the Financial Services Institute (FSI) before...
Bluerock Residential On Track to be Net Acquirer in 2017
[Ramin Kamfar] pointed out that millennials are forming households at a rate of about 2 million a year.







