Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Alts and Wealthtech: Evolution through Innovation
Alternative investments and wealthtech have evolved by adapting to market changes and differentiating products and services.
Technology, Education, and Real Estate: Top Topics at Alts Summit 2025
Technology, alts education, and real estate were three topics that stood out at Alts Summit 2025 based on advisor feedback and engagement.
Comparing Corporate and Commercial Real Estate Private Credit
Discover the versatility and resilience of private, floating rate credit investments and their role in enhancing portfolio diversification amid shifting interest rate environments.
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST...
Recent News
What percentage of total assets held by nontraded REITs as of June 30, 2022, were held by Blackstone Real Estate Income Trust?
What percentage of total assets held by nontraded REITs as of June 30, 2022, were held by Blackstone Real Estate Income Trust? Answer: 56.4% of all NTR assets were held by...
QOFs Tracked by Novogradac Continue on Pace for $10 Billion Year
QOFs Tracked by Novogradac Continue on Pace for $10 Billion Year October 18, 2022 | Michael Novogradac | Novogradac Qualified opportunity funds (QOFs) tracked by Novogradac...
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 October 24, 2022 | Prospect Capital...
Nontraded REIT Offerings Report Positive Average Returns for 29th Consecutive Month
Nontraded REIT Offerings Report Positive Average Returns for 29th Consecutive Month October 25, 2022 | James Sprow | Blue Vault While the total monthly returns on both the...
Marketing Intent: Optimizing Your LinkedIn Profile
Marketing Intent: Optimizing Your LinkedIn Profile October 25, 2022 | Marketing Intent You may have noticed that we at Marketing Intent have been using LinkedIn a lot more...
Interesting Trends in Nontraded REIT Debt
Interesting Trends in Nontraded REIT Debt October 25, 2022 | James Sprow | Blue Vault As expected with the economy-wide rise in interest rates, the weighted average interest...
More articles…
Private Placement Sales Up 207% in May, Interval Funds and Nontraded Closed-End Funds Rebound
Private Placement Sales Up 207% in May, Interval Funds and Nontraded Closed-End Funds Rebound June 23, 2017 | by James Sprow | Blue Vault Private placement sales by program sponsors reporting to Blue Vault for May, 2017, totaled $165.85 million. This far exceeded...
What’s New with the DOL Fiduciary Rule?
What’s New with the DOL Fiduciary Rule? June 23, 2017 | by Beth Glavosek | Blue Vault Have you been keeping up with the status of the Department of Labor’s (DOL) Fiduciary Rule? After years of contentious debate between government regulators and financial industry...
What are the proposed merger terms if the merger between MVP REIT and MVP REIT II is approved by shareholders?
What are the proposed merger terms if the merger between MVP REIT and MVP REIT II is approved by shareholders? Answer: Each share of MVP REIT common stock will be exchanged for 0.365 shares of MVP REIT II common stock, per the agreement entered on May 26, 2017. Learn...
CRE Debt Cracks $3T Barrier
CRE Debt Cracks $3T Barrier June 19, 2017 | by PAUL BUBNY | GlobeSt.com WASHINGTON, DC—Anecdotally, the perception may be that lenders in the commercial mortgage arena are tightening the purse strings; however, the hard numbers suggest otherwise. Data issued last...
Corporate Capital Trust II Expands Investment Opportunities with Exemptive Relief Order
Corporate Capital Trust II Expands Investment Opportunities with Exemptive Relief Order The SEC order will allow the company to co-invest in originated transactions alongside other KKR Credit accounts June 21, 2017 | by Corporate Capital Trust II Orlando, Fla., June...
Real estate investment trusts offer investing alternative
Real estate investment trusts offer investing alternative June 20, 2017 | by TIM GRANT | Pittsburgh Post-Gazette The average investor isn’t going to buy into a shopping mall or an apartment building. But investing in real estate can be a useful way to diversify a...
Brian Block’s lawyer portrays prosecution witness as a liar
Brian Block’s lawyer portrays prosecution witness as a liar Lisa McAlister acknowledges she has lied before, but asserts she’s telling the truth now June 21, 2017 | by Bruce Kelly | InvestmentNews.com The defense for Brian Block hit back Tuesday at a key...
Non-Traded REITs: Go Mainstream or Die
Non-Traded REITs: Go Mainstream or Die Fundraising for the sector fell in 2016 due to the combination of impending regulatory changes and lackluster performance, notes Yardi Matrix Associate Director of Research Paul Fiorilla. The sector must continue to lower fees...
Brian Block trial witness says Nicholas Schorsch had hand in cooking the books at ARCP
Brian Block trial witness says Nicholas Schorsch had hand in cooking the books at ARCP Lisa McAlister, former chief accounting officer at the REIT once controlled by Nicholas Schorsch, said Mr. Schorsch instructed Mr. Block to obfuscate accounting fraud in a...
This Is How a 1031 Exchange Helps You Build Wealth
This Is How a 1031 Exchange Helps You Build Wealth The IRS provision increases your real estate purchasing power, but first you have to master the rules. June 5, 2017 | by Kayleigh Kulp | U.S. News Byron Smith Sr. has been investing in real estate for nearly 40 years,...









