Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Fifth Third Bank Joins Wells Fargo to Increase ExchangeRight REIT Credit Facility to $100 Million
Expanding the Essential Income REIT’s Credit Facility with this commitment from Fifth Third Bank on behalf of the REIT further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
Investment firm buys Alpharetta’s Hamilton Hotel after foreclosure
Greg Friedman, CEO and managing principal for Peachtree Group, said his firm intends to focus on stabilizing the hotel’s performance.
Blue Vault Publishes Final April 30, 2024 Interval Fund and Tender Offer Fund IPPs
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.
Inland Fully Subscribes $76.7 Million Senior Living DST
To date, IPC’s senior living portfolio consists of 1,273 units and a total of 9 communities across Arizona, Illinois, Kansas, Minnesota and Missouri.
Recent News
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available to Subscribers
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available The following Q2 2022 Nontraded REIT PDFs are now available to Blue Vault subscribers: NTR...
Daniil Shapiro: Advisor Allocations to Alternative Investments
In this video clip from the panel webinar, 2022 Cerulli / Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli) shares what the survey results...
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?...
How CRE Investors Can Create Value
How CRE Investors Can Create Value August 23, 2022 | Marcus & Millichap In this video, John Chang (Senior VP, Director Research Services for Marcus & Millichap)...
ExchangeRight Completes $62 Million Full-Cycle Event
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the completion of its 26th successful full-cycle...
Gladstone Commercial Corporation Executes 5-Year, 4-Month Lease at Office Property in Fort Lauderdale, FL
Gladstone Commercial Corporation Executes 5-Year, 4-Month Lease at Office Property in Fort Lauderdale, FL August 22, 2022 | Gladstone Commercial Corporation Gladstone...
More articles…
ADISA Announces 2017 President-Elect and Officers
ADISA Announces 2017 President-Elect and Officers INDIANAPOLIS—Jan. 17, 2017—At its first board meeting of the year, the new ADISA (the Alternative & Direct Investment Securities Association) board, elected by the membership in late 2016, selected its 2017...
Sweeping Tax Reform Proposals Creating Suspense for CRE Investors
Sweeping Tax Reform Proposals Creating Suspense for CRE Investors Federal Tax Code Changes Ranging From Eliminating Long-Term Depreciation to Taxing Carried Interest at a Higher Rate Could Hold Dramatic Implications for CRE Industry January 11, 2017 | by Randyl...
What was the average distribution yield of BDCs as of Q3 2016?
What was the average distribution yield of BDCs as of Q3 2016? The average BDC yielded 7.52% in annual...
ARC Hospitality Announces Brookfield Investment and Internalization
ARC Hospitality Announces Brookfield Investment and Internalization The REIT will also change its name to Hospitality Investors Trust, Inc. and has suspended stock distributions January 17, 2017 | by James Sprow | Blue Vault American Realty Capital Hospitality Trust,...
Forests Are a Treasure. But Are They Good Investments?
Forests Are a Treasure. But Are They Good Investments? January 13, 2017 | By TIM GRAY | The New York Times Trees don’t watch the stock market. Forests keep growing — and potentially increasing their value — even when inflation surges or the market swoons. Big...
REITs Stumble After S&P Debut
REITs Stumble After S&P Debut January 13, 2017 | By Beth Mattson-Teig | National Real Estate Investor REITs landed in a spotlight of their own last fall when they officially stepped out of the shadow of financials to headline their own real estate sector on the...
Interval Funds and Nontraded Closed-End Funds: Defined and Demystified
Although still not as widely used in the financial services sector as nontraded REITs, BDCs and mutual funds; interval funds and nontraded closed-end funds are growing quickly. Why are they gaining popularity? Perhaps if we define and differentiate these fund types, we can better understand the answer to that question.
Which nontraded REIT program is currently raising funds through wire houses and broke escrow with approximately $279 million in net proceeds from its continuous public offering?
Which nontraded REIT program is currently raising funds through wire houses and broke escrow with approximately $279 million in net proceeds from its continuous public offering? Blackstone Real Estate Income Trust, Inc. announced that the offering had raised...
Registration is now open for the 3rd Annual Blue Vault Broker Dealer Educational Summit 2017.
The Blue Vault Broker Dealer Educational Summit is an invitation only event. Registration is open to all Sponsors and Broker Dealers who received an invitation. Registration closes February 15th. Click here to register...
SmartStop Asset Management Touts 2016 Successes
SmartStop Asset Management Touts 2016 Successes January 16, 2017 | By James Sprow | Blue Vault In a January 13, 2017 press release, SmartStop Asset Management, LLC (SmartStop), a diversified real estate company, said it is celebrating an unprecedented year of...









