Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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 .
Explore Portfolio Impacts of Tax Policy at December Community Groups Meeting
Join Scott Hodge of the Tax Foundation at our next Alts Community Groups meeting on Monday, December 16, 2024, and equip yourself for client questions about next year’s tax debate and the future of the Tax Cuts and Jobs Act of 2017.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-10-2024
Become a Blue Vault member today to view full reports or individual pages in our Research Portal.
Egan-Jones Supports All NexPoint Nominees for UDF IV Annual Meeting
Cites UDF IV Board and Management Entrenchment, Lack of Transparency, Shareholder Value Erosion and Breach of Shareholder Trust
Recent News
Leitbox Storage Partners Acquires Self-Storage Facility Outside of Atlanta, GA
Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform, based in Birmingham, Alabama, announced today its acquisition of a self-storage...
Blackstone Private Credit Fund Provides Income Consistency
Blackstone Private Credit Fund Provides Income Consistency September 27, 2022 | James Sprow | Blue Vault Blackstone Private Credit Fund (“BCRED”), a non-traded business...
Solar Energy Overview
Solar Energy Overview September 27, 2022 | Marketing Intent Growth in Solar Energy As part of the renewable energy sector, solar investments are essential to reducing carbon...
Richard Hillson: Access to Quality Institutional Products
In this video clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Richard Hillson (Founder, Hillson Consulting) explains how institutions are not as...
What the 5th Fed Rate Increase Means for Investors
What the 5th Fed Rate Increase Means for Investors September 26, 2022 | Marcus & Millichap Watch John Chang (Senior VP, Director Research Services for Marcus &...
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023 September 26, 2022 | Prospect Capital...
More articles…
Cole Credit Property Trust IV Increases Credit Facility to $1.4 Billion
Cole Credit Property Trust IV Increases Credit Facility to $1.4 Billion March 21, 2017 | by James Sprow | Blue Vault On March 15, 2017, the Company entered into a second amended and restated credit agreement with a syndicate of lenders including JPMorgan Chase, US...
University of California endowment doubles private equity in new asset allocation
University of California endowment doubles private equity in new asset allocation March 15, 2017 | by MEAGHAN KILROY | Pensions & Investments University of California Board of Regents’ investment subcommittee approved on Tuesday changes to the long-term...
InvenTrust Properties Corp. Announces Increase in Annual Distribution Rate
InvenTrust Properties Corp. Announces Increase in Annual Distribution Rate March 21, 2017 | by James Sprow | Blue Vault InvenTrust Properties Corp. (“InvenTrust” or “the Company”) today announced that its Board of Directors has approved an approximately three percent...
The largest nontraded BDC has over $4.9 billion in AUM. Find out who…
The largest nontraded BDC has over $4.9 billion in AUM. Find out who… Answer: FS Investment Corp. II has $4.9 billion in AUM and is closed to new investors. Learn more about FS Investments on our Sponsor Focus page. Click...
Which Asset Class Is Outperforming Almost All Others?
Which Asset Class Is Outperforming Almost All Others? LADERA RANCH, CA—This property sector has become a better-known asset class that has recently attracted more capital, consequently driving up prices and causing cap rates to compress, SmartStop’s Michael McClure...
CEO and Chief Investment Officer of American Realty Capital New York City REIT Resign
CEO and Chief Investment Officer of American Realty Capital New York City REIT Resign March 20, 2017 | by James Sprow | Blue Vault On March 10, 2017, Michael A. Happel resigned as the chief executive officer, president and secretary of American Realty Capital New York...
Strategic Storage Trust IV Offering Declared Effective
Strategic Storage Trust IV Offering Declared Effective March 20, 2017 | by James Sprow | Blue Vault Strategic Storage Trust IV, Inc. announced that its registration statement pertaining to an initial public offering of approximately $1.095 billion in shares of common...
Resource Real Estate Diversified Income Fund and Resource Credit Income Fund Celebrate Anniversaries
Resource Real Estate Diversified Income Fund and Resource Credit Income Fund Celebrate Anniversaries March 13, 2017 04:30 PM Eastern Daylight Time | BusinessWire PHILADELPHIA–(BUSINESS WIRE)–Over the next several weeks, two interval funds sponsored by...
Which nontraded REIT announced a 10.5% increase in its NAV per share from October 31, 2014 to December 31, 2015?
Which nontraded REIT announced a 10.5% increase in its NAV per share from October 31, 2014 to December 31, 2015? Answer: Steadfast Income REIT, Inc. announced an NAV per share of $10.35 as of October 31, 2014 and $11.44 as of December 31, 2015. Its shares were...
As Firms Move Toward Fees, Investors Are Resistant
As Firms Move Toward Fees, Investors Are Resistant Some firms are betting big on fees, yet nearly six in 10 commission-based investors say they’ll likely ditch their firm if forced into a fee account. March 15, 2017 | by Diana Britton | WealthManagement.com The...











