Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-18-2024
Check out Blue Vault’s newly published Q3 NTR and BDC individual performance pages or browse the Full BDC Industry Review .
Recent News
Blackstone Remains the Best Alts Marketer, but Millennium and Apollo Are Closing In
Blackstone Remains the Best Alts Marketer, but Millennium and Apollo Are Closing In September 29, 2022 | Grace Chung | Institutional Investor Alternative investment managers...
Is the Market Ripe for Investing in Farmland?
Is the Market Ripe for Investing in Farmland? September 28, 2022 | John Rickman | Altigo As market worries deepen and faith in the 60/40 rule recedes, wealth managers are...
Using Blue Vault Data to Analyze Distribution Sustainability
James Sprow | Blue Vault | Blue Vault has been reporting metrics to gauge the performance of nontraded REITs since our beginning in 2009. Given the uniqueness of commercial...
Mark Lavery: Is There a Typical Structure of an Interval Fund Portfolio?
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) addresses whether or...
Lucy Lu Munro: Dislocated Credit Defined
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) offers a definition for...
Mark Lavery: Typical Investor Profile
In this video clip from the webinar, “How do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) describes the...
More articles…
Cole Office & Industrial REIT Announces NAV of $10.32
Cole Office & Industrial REIT Announces NAV of $10.32 March 30, 2017 | by James Sprow | Blue Vault Based on the recommendation from a valuation committee comprised solely of the Company’s independent directors, including the independent Chairman of the Board, on...
Cole Credit Property Trust IV Announces New NAV of $10.08
Cole Credit Property Trust IV Announces New NAV of $10.08 March 30, 2017 | by James Sprow | Blue Vault Based on the recommendation from a valuation committee comprised solely of the Company’s independent directors, including the independent Chairman of the Board, on...
REITs: Laggards, but for how long?
REITs: Laggards, but for how long? Rising rates and high expectations have hurt the real estate vehicle, but a few factors could brighten its outlook March 29, 2017 | by John Waggoner | InvestmentNews.com In this market, looking for bargains is like looking for a good...
Yardi Matrix: Dominating Dallas
Yardi Matrix: Dominating Dallas March 28, 2017| by Bogdan Odagescu | Commercial Property Executive Hitting new cyclical peaks across most metrics, DFW continues to be one of the strongest multifamily markets in the U.S. Hitting new cyclical peaks across most metrics,...
What do PIMCO, Invesco, BlackRock, Principal, Blackstone and Apollo have in common?
What do PIMCO, Invesco, BlackRock, Principal, Blackstone and Apollo have in common? Answer: They all currently have registered either a nontraded CEF or interval fund. Learn more about Blue Vault’s Interval Fund and Nontraded CEF research Click...
Fiduciary Floodgates Open Again: 1,100 DOL Comments So Far
Fiduciary Floodgates Open Again: 1,100 DOL Comments So Far March 28, 2017 | by Scott Martin | Trust Advisor The Labor Department has reopened its official feedback channels to see what the industry has to say about delaying or entirely rescinding its controversial...
Chase Park Plaza Hotel to be sold
Chase Park Plaza Hotel to be sold March 23, 2017 | by Jacob Barker | St. Louis Post-Dispatch The iconic Chase Park Plaza in St. Louis’ Central West End could soon be under new ownership. The Dallas real estate investment trust that owns the hotel, Behringer Harvard...
Inland Securities Hires Sarita Vishakanta as Vice President of Broker-Dealer Relations
Inland Securities Hires Sarita Vishakanta as Vice President of Broker-Dealer Relations March 24, 2017 | by The DI Wire Inland Securities Corporation has hired Sarita Vishakanta as the company’s vice president of broker-dealer relations. According to the company, in...
KBS REIT Approves Estimated Value Per Share of $2.475 Amidst Liquidation
KBS REIT Approves Estimated Value Per Share of $2.475 Amidst Liquidation March 28, 2017 | by James Sprow | Blue Vault On March 27, 2017, the KBS Real Estate Investment Trust, Inc. (the “Company”) board of directors approved an estimated value per share of the...
Cole Credit Property Trust V Announces NAV Per Share of $24.00
Cole Credit Property Trust V Announces NAV Per Share of $24.00 March 28, 2017 | by James Sprow | Blue Vault The Board of Directors of Cole Credit Property Trust V, Inc., (“CCPT V”), a publicly registered non-listed real estate investment trust focused on investing in...








