Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Fred Talk: A Live Huddle for Wealth Advisors
“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.
Five Questions with Erin Botsford: Allocating to Alts
“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
Why wealth advisors should care about the future of federal tax policy
Blue Vault Alts Summit features expert strategies for harnessing maximum client advantage.
Recent News
Three (Potentially) Sobering Credit Realities
Three (Potentially) Sobering Credit Realities October 6, 2022 | Erik Sherman | GlobeSt.com Credit rating agency KBRA put together a list of a dozen aspects of credit as...
US Equity REITs Trade at Median 27.6% Discount to NAV on Oct. 3
US Equity REITs Trade at Median 27.6% Discount to NAV on Oct. 3 October 7, 2022 | S&P Global Market Intelligence Publicly listed U.S. equity REITs traded at a median...
Prospect Capital Corporation Announces New 6.50% Series A3 and M3 for Current Non-Traded Preferred Stock Offering
Prospect Capital Corporation Announces New 6.50% Series A3 and M3 for Current Non-Traded Preferred Stock Offering October 7, 2022 | Prospect Capital Corporation Prospect...
SmartStop Self Storage Ranked Top Self Storage Customer Service 2023 by Newsweek
SmartStop Self Storage Ranked Top Self Storage Customer Service 2023 by Newsweek October 6, 2022 | SmartStop Self Storage REIT, Inc. SmartStop Self Storage REIT, Inc....
Peachtree Joins the Alternative Investment Exchange Platform
Peachtree Joins the Alternative Investment Exchange Platform October 6, 2022 | AIX Peachtree Hotel Group (“Peachtree”) has selected the Alternative Investment...
Bluerock Homes Trust Launches as Single Family Rental REIT, Begins Listing on NYSE-American (BHM)
Bluerock Homes Trust, Inc. (NYSE American: BHM) (the “Company”, “BHM, or “Bluerock Homes Trust”) launches today as an externally-managed real...
More articles…
W. P. Carey Appoints Brian Boulter Director of Self-Storage
W. P. Carey Appoints Brian Boulter Director of Self-Storage April 25, 2017 | Inside Self-Storage W. P. Carey Inc., a global net-lease real estate investment trust (REIT) that owns 211 self-storage facilities in 29 states, has hired Brian Boulter as director of...
Lightstone REIT and Lightstone Value Plus REIT III Terminate Distribution Reinvestment Programs
Lightstone REIT and Lightstone Value Plus REIT III Terminate Distribution Reinvestment Programs April 28, 2017 | by James Sprow | Blue Vault On April 21, 2017, the board of directors of Lightstone Real Estate Investment Trust Inc. terminated the Company’s distribution...
One nontraded BDC produced a total return of an astounding 28% in 2016, find out who.
One nontraded BDC produced a total return of an astounding 28% in 2016, find out who. Answer: FS Energy and Power Fund’s total return for 2016 was 28%. Learn more about FS Investments on our Sponsor Focus page. Click...
Strategic Storage Growth Trust, Inc. Announces Estimated Per Share Value of $11.56
Strategic Storage Growth Trust, Inc. Announces Estimated Per Share Value of $11.56 April 17, 2017 | by Strategic Storage Growth Trust, Inc. LADERA RANCH, Calif., April 17, 2017 /PRNewswire/ — Strategic Storage Growth Trust, Inc. (“SSGT”), a public...
InvenTrust to Downsize HQ in Suburban Chicago
InvenTrust to Downsize HQ in Suburban Chicago April 21, 2017 | by Veronica Grecu | Commercial Property Executive The company is planning to move into 22,000 square feet of space at the Highland Landmark II building in Downers Grove. Come this summer, InvenTrust...
Inland Real Estate Income Trust Acquires Pentucket Shopping Center in Plaistow, N.H.
Inland Real Estate Income Trust Acquires Pentucket Shopping Center in Plaistow, N.H. April 20, 2017 | by HAISTEN WILLIS | Rebusinessonline PLAISTOW, N.H. — Inland Real Estate Income Trust has acquired the 199,335-square-foot Pentucket Shopping Center in Plaistow. The...
American Finance Advisors Retains Lincoln Retail REIT Services
American Finance Advisors Retains Lincoln Retail REIT Services April 25, 2017 | by James Sprow | Blue Vault American Finance Advisors, LLC, the advisor to American Finance Trust, Inc. (AFIN), has informed the Company that it has engaged Lincoln Retail REIT Services,...
The Use of Debt in Nontraded REITs
The Use of Debt in Nontraded REITs Virtually all nontraded REITs utilize debt to finance property portfolios. There are many reasons cited by nontraded REIT sponsors to finance investments in commercial real estate with combinations of equity raised through their...
Resource Innovation Office REIT to Revise Offering, Lower Fees, Offer New Share Classes
Resource Innovation Office REIT to Revise Offering, Lower Fees, Offer New Share Classes April 24, 2017 | by James Sprow | Blue Vault Resource Innovation Office REIT Inc., a nontraded REIT sponsored by Resource Real Estate Inc., has suspended sales of its Class A and...
Blackstone Group LP Q1 2017 Revenues Double Compared to Q1 2016
Blackstone Group LP is one of the world’s leading investment firms.










