Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault Recently Published New 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.
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
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Recent News
SmartStop Founder and CEO H. Michael Schwartz to Keynote the Canadian Self Storage Association’s 17th Annual Eastern Canadian Conference in Toronto
SmartStop Founder and CEO H. Michael Schwartz to Keynote the Canadian Self Storage Association’s 17th Annual Eastern Canadian Conference in Toronto October 5, 2022 |...
CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations
CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations October 4, 2022 | Diana Britton | WealthManagement.com Alex Cavalieri, the co-founder and former...
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally October 4, 2022 | iCapital® Ardian, a world leading private investment...
Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022?
Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022? Answer: Bluerock Residential...
Commercial Real Estate vs S&P 500
Commercial Real Estate vs S&P 500 October 3, 2022 | Marcus & Millichap In this video, John Chang (Senior VP, Director Research Services for Marcus & Millichap),...
CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors
CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors September 29, 2022 | CAIS CAIS, the leading alternative investment marketplace...
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Capital Square 1031 Acquires 232-Unit Alexander Pointe Apartments in Orange Park, Florida
Capital Square 1031 Acquires 232-Unit Alexander Pointe Apartments in Orange Park, Florida March 31, 2017 | MultifamilyBiz.com JACKSONVILLE, FL – Capital Square 1031 announced that the firm recently completed its fourth acquisition in seven months financed with a...
In an informal poll of 42 top personnel from leading Broker Dealer and Sponsor attendees of the Blue Vault 2017 Broker Dealer Educational Summit, what percent believe the Trump administration have a positive impact on the IBD industry during the next four years?
In an informal poll of 42 top personnel from leading Broker Dealer and Sponsor attendees of the Blue Vault 2017 Broker Dealer Educational Summit, what percent believe the Trump administration have a positive impact on the IBD industry during the next four years?...
Stone Ridge Reinsurance Assets Hit $5.5bn, Interval Fund Sees 23% Growth
Stone Ridge Reinsurance Assets Hit $5.5bn, Interval Fund Sees 23% Growth April 5, 2017 | by Steve Evans | Seeking Alpha Stone Ridge Asset Management, the beta and alternative risk premia focused mutual fund manager, has reached $5.5 billion of insurance-linked...
Senior Housing Investments & Transactions: CNL Healthcare Properties II, Vitality Senior Living
Senior Housing Investments & Transactions: CNL Healthcare Properties II, Vitality Senior Living April 5, 2017 | by Amy Baxter | Senior Housing News CNL Healthcare Properties II Makes Its First Acquisition CNL Healthcare Properties II, Inc., a non-traded real...
Moody National REIT I Sets Merger Vote
Moody National REIT I Sets Merger Vote April 10, 2017 | by James Sprow | Blue Vault On April 5, 2017, Moody National REIT I, Inc., filed a proxy solicitation by the board of directors to appoint Brett C. Moody and or Robert W. Engel to vote on the stockholders’ behalf...
Lightstone Real Estate Income Trust Agrees to Acquire 33.3% JV in NYC Project
Lightstone Real Estate Income Trust Agrees to Acquire 33.3% JV in NYC Project April 10, 2017 | by James Sprow | Blue Vault On March 31, 2017, Lightstone Real Estate Income Trust, Inc. entered into a joint venture agreement with an entity majority-owned and controlled...
CNL Lifestyle Announces Consummation of Sale of Remaining Properties
CNL Lifestyle Announces Consummation of Sale of Remaining Properties April 10, 2017 | by James Sprow | Blue Vault On March 24, 2017, at a special meeting of stockholders of the Company approved the sale and a plan that contemplates the complete liquidation and...
Corporate Capital Trust Considers Listing Shares on National Exchange
Corporate Capital Trust Considers Listing Shares on National Exchange April 6, 2017 | by James Sprow | Blue Vault Stockholders of Corporate Capital Trust will be asked to consider and vote upon a number of proposals that, if adopted, will effectively position the...
Lightstone Value Plus REIT III Terminates Offering
Lightstone Value Plus REIT III Terminates Offering April 6, 2017 | by James Sprow | Blue Vault On March 31, 2017, the Company’s board of directors, on the advice of the Company’s advisor, authorized the termination of the Company’s initial public offering effective...
What are Subordinated Investments?
What are Subordinated Investments? April 6, 2017 | by Beth Glavosek | Blue Vault The topic of fiduciary responsibility is on everyone’s minds this year. One unique approach to protecting investors’ interests is subordinated co-investing. It’s one possible way to...
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