Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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
Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing
Five Questions with Ryan Detrick: Navigating U.S. Markets
“Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors.” — Ryan Detrick
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Recent News
U.S. mortgage interest rates rise to highest level since 2006
U.S. mortgage interest rates rise to highest level since 2006 October 12, 2022 | Reuters The average interest rate on the most popular U.S. home loan rose to its highest...
Foreign CRE Investors Weigh Opposing Forces
Foreign CRE Investors Weigh Opposing Forces October 11, 2022 | Jeffrey Steele | Commercial Property Executive International geopolitical and economic uncertainty has...
Gladstone Land Announces Increase in Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022, Earnings Release and Conference Call Dates
Gladstone Land Announces Increase in Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022, Earnings Release and...
Jim Sprow: NTRs vs. S&P 500 Standard Deviation of Returns
In this clip from the BV Q2 2022 Webinar, Jim Sprow (Senior VP, Research for Blue Vault) explains the standard deviation of returns for the past 32 months for NTRs vs....
Blue Vault Publishes New Individual Performance Page
Blue Vault Publishes New Individual Performance Pages The following Interval Fund, Tender Offer (Closed-End Fund) Fund, and Nontraded LLC individual performance pages are...
Young, wealthy investors are flocking to alternative investments, study shows. What to know before adding to your portfolio
Young, wealthy investors are flocking to alternative investments, study shows. What to know before adding to your portfolio October 12, 2022 | Kate Dore | CNBC Younger,...
More articles…
RE Forecast: Cloudy with Some Sunshine
RE Forecast: Cloudy with Some Sunshine May 5, 2017 | by IvyLee Rosario | Commercial Property Executive Executives from Hines, AvalonBay and Trepp offered their outlook for the next three years as ULI unveiled the results of its Real Estate Consensus Forecast. ULI...
SEC’s Piwowar Warns About ‘SAFE’ Crowdfunding Instrument
SEC’s Piwowar Warns About ‘SAFE’ Crowdfunding Instrument SEC Office of Investor Education and Advocacy issues ‘SAFE’ alert the same day May 9, 2017 | by Melanie Waddell | ThinkAdvisor The Securities and Exchange Commission is monitoring a troubling trend arising out...
What is a “debt investment fee” and how does it apply to a nontraded REIT?
What is a “debt investment fee” and how does it apply to a nontraded REIT? Answer: If a nontraded REIT invests in real estate-related debt instruments, it may pay a debt investment fee to the sponsor for arranging the acquisition of the debt investments. It has a...
Benefits of Nontraded REITs
Benefits of Nontraded REITs May 12, 2017 | by Beth Glavosek | Blue Vault Last week, we discussed the features of nontraded REITs that make them an attractive consideration for investors, including potentially higher yields and dividend opportunities. They also can...
Millions of square feet of office, retail and homes planned for Allen project
Millions of square feet of office, retail and homes planned for Allen project May 11, 2017 | Steve Brown | Dallas News A new corporate and mixed-use campus on the way in Allen is being planned with almost a dozen office buildings to attract businesses. Houston-based...
A $420 million Merrill Lynch team joins LPL
A $420 million Merrill Lynch team joins LPL May 9, 2017 | by InvestmentNews A four-person team that managed $420 million in assets at Merrill Lynch in Melville, N.Y., has gone independent and affiliated with LPL Financial. The Choice Group Wealth Management, led by...
Healthcare Trust of America Closes on Medical Office Portfolio in Arizona and Southern California
Healthcare Trust of America Closes on Medical Office Portfolio in Arizona and Southern California May 9, 2017 | by Healthcare Trust of America, Inc. SCOTTSDALE, Ariz., May 9, 2017 /PRNewswire/ — Healthcare Trust of America, Inc. (NYSE: HTA), the largest owner...
Is Downtown L.A. Embracing New Urbanism?
Is Downtown L.A. Embracing New Urbanism? May 8, 2017 | by Michael Abergel | Commercial Property Executive As a construction boom transforms the city, California’s capital of car culture is embracing the principles of density, walkability and verticality. Los...
Originators Backing Off Retail, Hotel Lending; Making Up for it with Increased Industrial, Health Care, Multifamily Outlays
Originators Backing Off Retail, Hotel Lending; Making Up for it with Increased Industrial, Health Care, Multifamily Outlays May 8, 2017 | by Mark Heschmeyer | CoStar First quarter 2017 commercial and multifamily mortgage loan originations increased 9% compared to the...
Blue Vault is pleased to release the Full Q4 2016 Industry Review containing…
Blue Vault is pleased to release the Full Q4 2016 Industry Review containing… Each of the following sections of data: Individual Performance Pages Industry Sales Data LifeStage Summaries Full-Cycle Listings and Events Industry Data Top Line Assessment Effective...
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