Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-4-2024
Count on Blue Vault for your Alternative Investment information needs.
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast clip.
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.
Recent News
Jay Frank: Right Level of Diversification
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Jay Frank (Cantor Fitzgerald) discusses what determines...
Additional Q2 2022 Nontraded REIT Individual Performance Page PDFs Published
Additional Q2 2022 Nontraded REIT Individual Performance Page PDFs Published The following Q2 2022 Nontraded REIT PDFs are now available to Blue Vault subscribers (bold...
“Predatory” Mini-Tender Offers Highlight Liquidity Challenges for Real Estate Alts
“Predatory” Mini-Tender Offers Highlight Liquidity Challenges for Real Estate Alts August 29, 2022 | Beth Mattson-Teig | WealthManagement.com Following a big year of...
Griffin Realty Trust sells 41-property office portfolio for $1.1bn
Griffin Realty Trust sells 41-property office portfolio for $1.1bn August 29, 2022 | CRE Herald Griffin Realty Trust (GRT) has sold a majority interest in a 41-property...
Multifamily Likely to Level Off in H2 As Inflation Heats Up
Multifamily Likely to Level Off in H2 As Inflation Heats Up August 29, 2022 | Lynn Pollack | GlobeSt.com As economic headwinds mount, the big question on many industry...
Capital Migration: Primary to Tertiary Markets
Capital Migration: Primary to Tertiary Markets August 29, 2022 | Marcus & Millichap In this video, John Chang (Senior VP, Director of Research Services for Marcus &...
More articles…
Priority Income Fund Declares Bonus Distributions
Priority Income Fund Declares Bonus Distributions NEW YORK, Nov. 28, 2016 /PRNewswire/ — Priority Income Fund, Inc., announced today that its board of directors has declared a bonus distribution of $0.09696 per share of common stock. The bonus distribution is...
Priority Income Fund Declares Distributions for December 2016 Through February 2017
Priority Income Fund Declares Distributions for December 2016 Through February 2017 NEW YORK, Nov. 28, 2016 /PRNewswire/ — Priority Income Fund, Inc. (“Priority” or the “Fund”) announced today a series of distributions with weekly record...
IBDs overwhelmingly say Trump should revoke fiduciary rule: survey
IBDs overwhelmingly say Trump should revoke fiduciary rule: survey Nearly 90% of respondents to a Financial Services Institute survey indicate their support for repeal Nov 29, 2016 @ 1:09 pm | By Greg Iacurci | Investment News Registered representatives of independent...
The First EIGHT Q3 2016 NTR Individual Pages are Now Available on Blue Vault’s Website!
The First EIGHT Q3 2016 NTR Individual Pages are Now Available on Blue Vault’s Website! CNL Healthcare Properties Q3 2016 Dividend Capital Diversified Property Fund Q3 2016 Griffin Capital Essential Asset REIT Q3 2016 Hines Global REIT II Q3 2016 Hines Global...
Only one nontraded BDC has annualized operating expenses below 3%.
Only one nontraded BDC has annualized operating expenses below 3%. CĪON Investment Corp. has an annualized operating expense ratio of 2.9%, which is the lowest in the industry. CĪON Investment Corp is sponsored by CĪON Investment Group, learn more on our...
Hartman XX Buys San Antonio Shopping Center
Hartman XX Buys San Antonio Shopping Center November 22, 2016 | by DI Wire Hartman Short Term Income Properties XX Inc., a publicly registered non-traded real estate investment trust, purchased the Village Pointe shopping center in San Antonio, Texas. According to a...
Payroll problems dog small nontraded REIT
Payroll problems dog small nontraded REIT First Capital Real Estate Trust, formerly known as United Realty Capital Trust, has also missed filing financial statements with the SEC for more than a year and recently cut its dividend to investors Nov 23, 2016 @ 12:42 pm...
Corporate Capital Trust Announces New COO and CFO
Corporate Capital Trust Announces New COO and CFO — Steve Shackelford leaves to pursue calling in global ministry — November 28, 2016 | Corporate Capital Trust (ORLANDO, Fla.) Nov. 28, 2016 – After more than 20 years at CNL Financial Group, Steve...
CPA:18 — Global Closes $38.5 Million Retail Portfolio Mezzanine Financing
CPA:18 — Global Closes $38.5 Million Retail Portfolio Mezzanine Financing Loan supported by portfolio of retail assets across Minnesota, Wisconsin and Iowa leased to established tenant NEWS PROVIDED BY CPA:18 – Global Nov 23, 2016, 07:30 ET NEW YORK, Nov....
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...










