Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
Sorry, but you do not have permission to view this...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Count on Blue Vault for your Alternative Investment information needs.
Recent News
Capital Square’s First Opportunity Zone Fund Development Secures Long-Term Financing and Issues Special Distribution to Investors
Capital Square’s First Opportunity Zone Fund Development Secures Long-Term Financing and Issues Special Distribution to Investors August 29, 2022 | Capital Square Capital...
Blackstone REIT’s Use of Interest Rate Derivatives to Protect Against Interest Rate Increases
Blackstone REIT’s Use of Interest Rate Derivatives to Protect Against Interest Rate Increases August 29, 2022 | James Sprow | Blue Vault As of June 30, 2022, Blackstone REIT...
SmartStop Self Storage REIT, Inc. Recognized as Top Individual Performer in the Summer 2022 Issue of THE IPA/STANGER MONITOR
SmartStop Self Storage REIT, Inc. Recognized as Top Individual Performer in the Summer 2022 Issue of THE IPA/STANGER MONITOR August 23, 2022 | SmartStop Self Storage REIT,...
Peachtree launches 1031 Exchange DST program
Peachtree launches 1031 Exchange DST program August 22, 2022 | Hotel Business Peachtree Group has named Tim Witt as president of the company’s newly launched 1031 Exchange...
SS&C Acquires Tier1’s CRM Business
SS&C Acquires Tier1’s CRM Business August 23, 2022 | SS&C SS&C Technologies Holdings, Inc. announced it has acquired the sell-side Tier1 CRM business and related...
iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS
iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS August 23, 2022 | iCapital iCapital1, the leading global fintech platform driving access and...
More articles…
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...
How some healthcare REITs could win, and some could lose, under Trump
How some healthcare REITs could win, and some could lose, under Trump November 11, 2016 | Jacob Mooney | S&P Global Market Intelligence Following the surprise election of Donald Trump to the presidency, some investors have turned their attention to healthcare...
‘Lessons Learned’ Ensures US REIT Liquidity Won’t Get Burned
‘Lessons Learned’ Ensures US REIT Liquidity Won’t Get Burned November 16, 2016 | by Steven Marks | Commercial Property Executive By Steven Marks, Managing Director & Head of U.S. REITs, Fitch Ratings: After a few difficult months, U.S. equity REIT liquidity has...











