Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Count on Blue Vault for your Alternative Investment information needs.
Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
The purpose of the Outlook is to provide wealth advisors with a review of where alternative investments sit at the mid-way point of 2024 and what to look for as we move forward through 2024.
Recent News
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...
Home prices fell for the first time in 3 years last month – and it was the biggest decline since 2011
Home prices fell for the first time in 3 years last month – and it was the biggest decline since 2011 August 24, 2022 | Diana Olick | CNBC Home prices declined 0.77% from...
Finding An Apartment Is Hard. Finding Workers For Those Apartments Is Much Harder
Finding An Apartment Is Hard. Finding Workers For Those Apartments Is Much Harder August 23, 2022 | Patrick Sisson | Bisnow Any renter searching for an apartment, or retiree...
Marcus & Millichap Research Report: Housing Affordability
Marcus & Millichap Research Report: Housing Affordability August 29, 2022 | Marcus & Millichap Mortgage Rate Surge Thwarts Affordability; Apartments Offer Relief...
More articles…
Moody National REIT I, Inc. and Moody National REIT II, Inc. Announce Definitive Merger Agreement
Moody National REIT I, Inc. and Moody National REIT II, Inc. Announce Definitive Merger Agreement HOUSTON, Nov. 16, 2016 /PRNewswire/ — Moody National REIT I, Inc. (“REIT I”) and Moody National REIT II, Inc. (“REIT II”) today jointly...
Which nontraded REIT program’s board voted to suspend its cash distributions in April 2016 and pay distributions in stock at an annualized rate of 7.16% based upon its then DRIP price?
Which nontraded REIT program’s board voted to suspend its cash distributions in April 2016 and pay distributions in stock at an annualized rate of 7.16% based upon its then DRIP price? Answer: American Realty Capital Hospitality Trust , Inc. Distributions for the...
Curious about Secondary Markets?
Curious about Secondary Markets? November 18, 2016 | by Beth Glavosek | Blue Vault One of the aspects of nontraded investments that investors must understand is the issue of illiquidity. That is, the intention of most nontraded programs is that investors will commit...
Property Owners Can Now Rollover Their Property Or 1031 Proceeds Resulting In Substantial Potential Tax Savings With Greater Flexibility
Property Owners Can Now Rollover Their Property Or 1031 Proceeds Resulting In Substantial Potential Tax Savings With Greater Flexibility NEWS PROVIDED BY U.S. Real Estate Management, LLC. Nov 15, 2016, 10:14 ET VERO BEACH, Fla., Nov. 15, 2016 /PRNewswire/ — U.S....
Cole Capital® Announces Cole Credit Property Trust IV, Inc. Estimated Per Share Value of $9.92
Cole Capital® Announces Cole Credit Property Trust IV, Inc. Estimated Per Share Value of $9.92 NEWS PROVIDED BY Cole Capital Nov 14, 2016, 16:52 ET PHOENIX, Nov. 14, 2016 /PRNewswire/ — The Board of Directors (the “Board”) of Cole Credit Property...
IPA Issues Letter to Trump Transition Team to Delay Fiduciary Rule
IPA Issues Letter to Trump Transition Team to Delay Fiduciary Rule November 16, 2016 | by DI Wire The Investment Program Association sent a letter to President-elect Donald Trump’s transition team on Tuesday requesting the new administration delay implementing the...
Blackstone’s Gray: Trump win is a game changer for real estate
Blackstone’s Gray: Trump win is a game changer for real estate Real estate head hints at possible REIT acquisitions November 15, 2016 03:35PM | By Konrad Putzier | The Real Deal The Blackstone Group’s real estate head Jonathan Gray thinks Donald Trump’s victory in...
The top three capital raising BDCs raised nearly $717 million of the $1.1 billion raised in the first half of 2016. Find out who the top three capital raisers were.
The top three capital raising BDCs raised nearly $717 million of the $1.1 billion raised in the first half of 2016. a. FS Energy and Power Fund raised $332 million b. FS Investment Corporation III raised $201 million c. Corporate Capital Trust raised $184...
The Future of Acquisition and Disposition Fees
The Future of Acquisition and Disposition Fees November 16, 2016 | by Beth Glavosek | Blue Vault Acquisition and disposition fees have long been a part of many nontraded REIT sponsors’ programs. The fees presumably cover costs related to acquisition and disposition...
Equity Raised in October for Private Placements, Interval Funds and Nontraded Closed-End Funds
Equity Raised in October for Private Placements, Interval Funds and Nontraded Closed-End Funds November 16, 2016 | by Beth Glavosek | Blue Vault Blue Vault has compiled sales data on nontraded alternative investments for the month of October. Here are some quick...










