Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Davis Polk Poaches Simpson Thacher Funds Partner Healey in DC
Registered funds partner Christopher Healey joins Davis Polk in Washington, D.C.
The Benefits of Substack as a Publishing Platform for Advisors
John Kador | WealthManagement.com Like clockwork, every Wednesday morning, Russ Thornton, an...
The Great Thaw: A Golden Opportunity
Several key factors are converging to create what many are calling “The Great Thaw” in self-storage deals.
HPA Exchange Acquires Dignity Health Micro-Hospital in Phoenix
“HPA Exchange was founded earlier this year with the goal of targeting mission-critical healthcare real estate within growth markets that exhibit strong fundamentals, stable health system environments and a growing aging population.”
Recent News
506(c) Offerings: No Loss of Exemption if Reasonable Steps Fail to Find Nonaccredited Investor(s)
Sean Raft, CAO and General Counsel of Urban Catalyst in collaboration with The 506(c) Working Group One of the concerns voiced by some members within the broker-dealer...
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published The following Q2 2022 Nontraded BDC pages are now available to Blue Vault subscribers BDC -Apollo Debt...
Blue Vault’s Look at Capital Square
Blue Vault’s Look at Capital Square August 31, 2022 | James Sprow | Blue Vault Quick Facts Founded in 2012, Capital Square sponsors turn-key real estate investment offerings...
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid alternative investments?
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid...
Advisor, Matt Fries: Better Transparency
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?” advisor Matt Fries (Cetera Financial Group) explains how...
Bill Robbins: No Easy Button in Alts
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Bill Robbins (WealthForge) explains what a great...
More articles…
Which two nontraded REITs announced plans to merge on November 16, 2016, subject to approval by their shareholders?
Which two nontraded REITs announced plans to merge on November 16, 2016, subject to approval by their shareholders? Answer: Moody National REIT I and Moody National REIT II announced plans to merge. Both REIT I and REIT II are sponsored by Moody National REIT...
American Finance Trust and American Realty Capital – Retail Centers of America Shareholders Approve Merger
American Finance Trust and American Realty Capital – Retail Centers of America Shareholders Approve Merger Feb 17, 2017 | by James Sprow | Blue Vault In a press release issued February 14, American Finance Trust announced the results of shareholder votes on...
After a Lean Year for REIT M&As, 2017 Talk Turns Private
After a Lean Year for REIT M&As, 2017 Talk Turns Private February 9, 2017 | by Donna Mitchell | National Real Estate Investor At this time of year commercial real estate executives and investment funds usually look back at how the REIT sector fared in terms of...
Carter Validus Mission Critical REIT II, Inc. Acquires $16.2 Million Data Center Property in Arizona
Carter Validus Mission Critical REIT II, Inc. Acquires $16.2 Million Data Center Property in Arizona February 16, 2017 | BusinessWire TAMPA, Fla.–(BUSINESS WIRE)–Carter Validus Mission Critical REIT II, Inc. (“CV Mission Critical REIT II”), a non-traded...
The Broker Dealers attending the Blue Vault Educational Summit are making a conscious decision to invest in and serve their financial advisors.
The Broker Dealers attending the Blue Vault Educational Summit are making a conscious decision to invest in and serve their financial advisors. Click to View ...
It’s a Fiduciary World After All
It’s a Fiduciary World After All February 16, 2017 | by Beth Glavosek | Blue Vault The Department of Labor (DOL) Fiduciary rule conversation appears far from over now that new executive orders have potentially halted the rule’s implementation. As reported last...
Steadfast Apartment REIT Raises NAV Per Share
Steadfast Apartment REIT Raises NAV Per Share February 16, 2017 | by James Sprow | Blue Vault On February, 14 the board of directors of Steadfast Apartment REIT Inc. (STAR) declared an estimated value of $14.85 per share of the company’s common stock, as of December...
Fed harps again on growing risk in U.S. commercial real estate
Fed harps again on growing risk in U.S. commercial real estate February 14, 2017 | Reuters Federal Reserve officials do not see broad risks developing in U.S. asset markets save for one: commercial real estate. That concern was evident on Tuesday in the U.S. central...
Outlook for Apartment Sector Looks Strong
Outlook for Apartment Sector Looks Strong February 14, 2017 | by Bendix Anderson | National Real Estate Investor Since the election, “uncertainty” has been a buzzword among economists. The direction of U.S. policy is not clear on major issues ranging from immigration...
Federal Reserve Officials Express Concern About CRE Valuations
Federal Reserve Officials Express Concern About CRE Valuations February 16, 2017 | by James Sprow | Blue Vault In the central bank’s semiannual Monetary Policy Report to Congress, commercial property prices were identified as a “growing concern” amidst a climate in...







