Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful.
The Top Employee and Independent Broker/Dealers
This year, J.D. Power found that satisfaction among employee advisors rose 59 points between 2023 and 2024, while satisfaction among independent advisors dropped by 15 points.
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes 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.
Recent News
Blackstone Funds Complete $13 Billion Acquisition of American Campus Communities
Blackstone Funds Complete $13 Billion Acquisition of American Campus Communities August 9, 2022 | Blackstone Blackstone (NYSE: BX) today announced that Blackstone Core+...
J.P. Morgan Real Estate Income Trust Is the Newest Perpetual-Life NTR
J.P. Morgan Real Estate Income Trust Is the Newest Perpetual-Life NTR August 11, 2022 | James Sprow | Blue Vault J.P. Morgan’s perpetual life REIT was declared effective by...
ExchangeRight Fully Subscribes $176 Million Net-Leased Portfolio, Its Largest to Date
ExchangeRight Fully Subscribes $176 Million Net-Leased Portfolio, Its Largest to Date August 10, 2022 | ExchangeRight ExchangeRight, one of the nation’s leading providers of...
Phoenix American Onboards New Multifamily Real Estate Fund Sponsor Realsource for Fund Administration
Phoenix American Onboards New Multifamily Real Estate Fund Sponsor Realsource for Fund Administration August 11, 2022 | Phoenix American Partnership reflects Phoenix...
Which Company that recently completed a merger with a nontraded REIT has increased its dividends per share every year since going public in 1998?
Which Company that recently completed a merger with a nontraded REIT has increased its dividends per share every year since going public in 1998? Answer: W.P. Carey has...
Blue Vault’s Prospect Capital Corporation Analysis
Blue Vault’s Prospect Capital Corporation Analysis August 11, 2022 | James Sprow | Blue Vault This article was originally published August 11, 2022. Updated August 24, 2022...
More articles…
BDC giant FS Investments replaces CFO after resignation
BDC giant FS Investments replaces CFO after resignation By Daniel Lanyon on 23rd November 2016 | Alt FI Credit The recently rebranded FS Investments, formerly Franklin Square Capital, has made replaced outgoing chief financial officer for two of its Business...
Which current nontraded REIT program recently eliminated acquisition, disposition and financing coordination fees?
Which current nontraded REIT program recently eliminated acquisition, disposition and financing coordination fees? Inland Residential Properties Trust Inland Residential Property Trust is sponsored by Inland Real Estate Investment Corporation. Learn more by...
How do asset management fee rates based upon gross asset values present a potential conflict of interest for nontraded REIT sponsors?
How do asset management fee rates based upon gross asset values present a potential conflict of interest for nontraded REIT sponsors? If asset management fees are calculated on the gross asset values of the REIT, the sponsor may have an incentive to use more debt to...
The Blue Vault office will close at noon today and reopen on Monday, November 28th. Blue Vault wishes you a very Happy Thanksgiving!
The Blue Vault office will close at noon today and reopen on Monday, November 28th. Blue Vault wishes you a very Happy...
Trump’s Impact on the Apartment Sector
Trump’s Impact on the Apartment Sector Nov 21, 2016 | Bendix Anderson | National Real Estate Investor It’s far too early to tell what the Trump Presidency will mean for the apartment business—but experts have at least come up with their list of the biggest questions...
Self-Storage Another Competitor For Industrial Space
Self-Storage Another Competitor For Industrial Space NOVEMBER 22, 2016 | BY CARRIE ROSSENFELD | GlobeSt.com Conversions of obsolete industrial space to self-storage is becoming more popular as ground-up development grows increasingly more cost-prohibitive, Wentworth...
Expectations For Senior-Housing Finance
Expectations For Senior-Housing Finance NOVEMBER 22, 2016 | BY CARRIE ROSSENFELD | GlobeSt.com While we may not be able to predict how much runway is left in the current cycle, judicious development and financing trends bode well for this sector for the long term,...
Economist’s view: How Long Can This Go On?
Economist’s view: How Long Can This Go On? November 21, 2016 | by Dr. Peter Linneman | Commercial Property Executive We continue to monitor the U.S. economic cycle, using both a wide variety of economic statistics as well as what we’ll call qualitative “canaries.”...
Steadfast to Launch $3 Billion Closed-end Fund
Steadfast to Launch $3 Billion Closed-end Fund November 21, 2016 | DI Wire Steadfast is launching a $3 billion closed-end investment fund called Steadfast Alcentra Global Credit Fund, according to preliminary documents filed with the Securities and Exchange...
ICYMI
In Case You Missed It… November 25, 2016 On November 9th, Blue Vault released it’s first Nontraded REIT Fee Study. In the weeks leading up to and during the time of release, Blogs were posted to compliment this new study as well some timely commentary on...










