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
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...
StratCap Acquires Milwaukee Data Center
StratCap’s data center real estate division, StratCap Data Centers, announced today that it completed the acquisition of a 28,500 square foot data center that is...
Adam Lotterman: Broad View of Markets
In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Adam Lotterman (Bluerock) takes a broader view of the markets and points...
More articles…
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...
JLL Income Property Trust Declares 20th Consecutive Quarterly Dividend
JLL Income Property Trust Declares 20th Consecutive Quarterly Dividend SOURCE: JLL Income Property Trust November 22, 2016 08:15 ET CHICAGO, IL–(Marketwired – Nov 22, 2016) – JLL Income Property Trust, an institutionally managed, daily valued...
5 big real-estate trends to watch in 2017
5 big real-estate trends to watch in 2017 Published: Nov 16, 2016 7:43 p.m. ET | MarketWatch Trump’s surprising White House win is just one dramatic change to factor in next year A surprising twist toward the end of 2016 with the election of real estate magnate Donald...
Griffin-American Healthcare REIT IV Acquires Mint Hill Medical Office Building Near Charlotte
Griffin-American Healthcare REIT IV Acquires Mint Hill Medical Office Building Near Charlotte November 18, 2016 16:45 ET | Source: American Healthcare Investors CHARLOTTE, N.C., Nov. 18, 2016 (GLOBE NEWSWIRE) — American Healthcare Investors and Griffin Capital...
Apple Hospitality REIT, Inc. Announces December 2016 Distribution
Apple Hospitality REIT, Inc. Announces December 2016 Distribution November 21, 2016 09:00 AM Eastern Standard Time RICHMOND, Va.–(BUSINESS WIRE)–Apple Hospitality REIT, Inc. (NYSE:APLE) (the “Company” or “Apple Hospitality”), today announced that its Board...
Trump administration could stymie DOL fiduciary rule by dropping legal defense
Trump administration could stymie DOL fiduciary rule by dropping legal defense Instead of proposing new regulations or legislation to kill it, the new administration could simply stand down from lawsuits against the measure Nov 18, 2016 @ 1:30 pm | By Mark Schoeff...
Which current nontraded REIT offerings have asset management fees which combine an annual fixed component rate plus an incentive rate based on annual performance?
Which current nontraded REIT offerings have asset management fees which combine an annual fixed component rate plus an incentive rate based on annual performance? RREEF Property Trust Dividend Capital Diversified Property Fund Jones Lang LaSalle Income Property Trust...
FS Energy and Power Fund Closes to New Investors
FS Energy and Power Fund Closes to New Investors November 21, 2016 | by Jared Schneider | Blue Vault FS Energy and Power Fund, a non-traded BDC, closed its public offering to new investors on November 17, 2016. The final closing for any outstanding subscriptions that...
Why The Multifamily Market Still Has Room To Run
Why The Multifamily Market Still Has Room To Run NOVEMBER 18, 2016 | BY CARRIE ROSSENFELD | GlobeSt.com Population and demographic trends like reduced homeownership and Millennials delaying marriage and children create long-term structural advantages for multifamily...
New fintech tools for DOL fiduciary rule launched despite questions of a Trump delay
New fintech tools for DOL fiduciary rule launched despite questions of a Trump delay The advisory world is moving toward a fiduciary standard with or without the DOL rule, financial technology firms contend Nov 16, 2016 @ 1:37 pm | By Liz Skinner | Investment News...










