Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
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Recent News
REITs Own 535,000 Properties in the U.S.
REITs Own 535,000 Properties in the U.S. October 13, 2022 | Nicole Funari | Nareit Nareit’s annual update of REIT property counts and estimated gross asset values by state...
NAREE Report: Retail Real Estate’s Post-COVID Reinvention
NAREE Report: Retail Real Estate’s Post-COVID Reinvention October 13, 2022 | Suzann D. Silverman | Commercial Property Executive Retail sector success has long required a...
Invesco Real Estate Income Trust Inc. Closes Two Credit Transactions Totaling $51.8 Million in Commitments
Invesco Real Estate Income Trust Inc. Closes Two Credit Transactions Totaling $51.8 Million in Commitments October 12, 2022 | Invesco Real Estate Income Trust, Inc. Invesco...
Luke Schmidt: Strong Capital Raise Over Short Time Frame
In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), illustrates the strong capital raised in BDCs over a short span of...
Luke Schmidt: New Trend in the Industry
In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), describes a new trend to watch with...
Jim Sprow: Key Points for NTRs in Q2 2022
In this clip from the BV Q2 2022 Update, Jim Sprow (Blue Vault’s Senior VP, Research) addresses a few key points for NTRs in Q2 of...
More articles…
Advisors and Firms Must Now Adapt to Survive
Advisors and Firms Must Now Adapt to Survive April 27, 2017 | by Bob Curtis | Financial Advisor IQ Everyone is talking about the uncertainty around whether the Department of Labor’s proposed fiduciary rule will be delayed further due to the executive order from...
Q1 2017 Nontraded REIT Industry Review Update
June 26, 2017 All Q1 2017 Individual REIT pages from our Industry Review have been posted to the Blue Vault website. You may access these reports by clicking on “Subscriber-Only Research”, “Nontraded REITs”, then “NTR Individual...
What are Some ‘Cons’ to Owning Nontraded REITs?
What are Some ‘Cons’ to Owning Nontraded REITs? May 19, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the merits of nontraded REITs for individual investors, including the opportunity for potentially higher yields, dividend distributions, diversification,...
One NTR owned 64 office properties as of September 30, 2016, more than any other NTR with office property investments. Which NTR was it?
One NTR owned 64 office properties as of September 30, 2016, more than any other NTR with office property investments. Which NTR was it? Answer: Griffin Capital Essential Asset REIT,...
The truth about T shares
The truth about T shares Created to help ease conflicts, the new class has some drawbacks May 13, 2017 | by Rob Cirrotti | GlobeSt.com Regardless of the future of the Department of Labor’s fiduciary rule, it is clear that the fiduciary mindset is here to stay...
Good Retail Times Or Troubled, It’s All A Matter Of Attitude
Good Retail Times Or Troubled, It’s All A Matter Of Attitude OAK BROOK, IL–Maybe it’s experience. Maybe it’s a natural optimism. Maybe it’s both. But Inland’s Joe Cosenza doesn’t flinch in up times or (the inevitable) down times. May 12, 2017 | by JOHN...
Latest Readings Show Commercial Property Prices Continuing to Moderate
Latest Readings Show Commercial Property Prices Continuing to Moderate Commercial real estate prices remain flat according to the most recent readings from three major indices. May 16, 2017 | by Elaine Misonzhnik | National Real Estate Investors With reported...
Strategic Storage Trust II, Inc. Reports 2017 First Quarter Results
Strategic Storage Trust II, Inc. Reports 2017 First Quarter Results May 17, 2017 | Strategic Storage Trust II, Inc. LADERA RANCH, Calif., May 17, 2017 /PRNewswire/ — Strategic Storage Trust II, Inc. (“SST II”) announced strong increases in same-store...
Griffin Capital Essential Asset REIT II Acquires Fully Occupied, Class A Office Building in Carmel, Indiana for $28.6 Million
Griffin Capital Essential Asset REIT II Acquires Fully Occupied, Class A Office Building in Carmel, Indiana for $28.6 Million 133,400 Square Foot Property Under Long-Term Absolute-Net Lease to Strong and Stable Company Tenant May 17, 2017 | Griffin Capital EL SEGUNDO,...
Selling commission and dealer manager fees for all…
Selling commission and dealer manager fees for all… open nontraded REITs are now available in the Nontraded REIT Industry Review. These can be found on the top right hand side of each individual page for Open...
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