Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Begins Publishing Q3 2025 Nontraded REIT & BDC Performance Reports
Nineteen Q2 2025 Nontraded BDC reports are now available for members. Track BDC performance with Blue Vault’s Individual Performance Pages.
Griffin Capital Qualified Opportunity Zone Fund II, L.P. Announces the Completion of Construction on a 396-Unit Multifamily Community in Herndon, Virginia
Griffin Capital has successfully raised approximately $2.0 billion in equity across its various Qualified Opportunity Zone Funds.
Based on the offerings tracked by Blue Vault, in what year did nontraded REIT industry sales reach its highest peak?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Capital Square LLC Offering to Fund Second Development of Single-Family Build-For-Rent (BFR) Community Near Phoenix with Sunstone Two Tree
Capital Square has partnered with Sunstone Two Tree as co-developer of the project.
Recent News
Bluerock Value Exchange Fully Subscribes $36.7 Million Diversified Industrial Portfolio V DST
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has...
Since 2015, which year did the nontraded REITs tracked by Blue Vault have the highest average and median distribution rates?
Answer: Nontraded REITs tracked by Blue Vault reported the highest average and median distribution rates of 5.89% and 6.28%, respectively, in 2015. Discover...
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
CAZ Investments CAZ Investments, one of the top 125 allocators to private equity worldwide1, is pleased to announce that access to one of its core investment strategies, GP...
The 60-90 Day Approach
Marketing Intent Launching a new alternative investment fund is a milestone every firm looks forward to with excitement and anticipation. But amid all the planning,...
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital iCapital1, the global fintech company shaping the future of investing, is expanding its partnership with Apollo by making a series of evergreen private markets...
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
TIFIN In an AI-driven world, it’s tempting to believe that scale alone wins. Broad, generalist platforms offer impressive capabilities across industries, automating tasks,...
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Go Store It Self Storage Opens State-of-the-Art Facility in Pico Rivera, Calif.
The new Go Store It Pico Rivera facility offers an expansive 48,000 square feet of rentable storage space, featuring over 600 units with climate-controlled options.
Bob Dake Named Principal at Sterling Organization
Mr. Dake has been an integral member of the leadership team at Sterling since joining the firm and has served as Chief Operating Officer of Sterling’s retail real estate platform for the past three years, primarily overseeing the property management, leasing, lease administration, construction and property marketing teams for the firm’s portfolio…
From Visibility To Trust: Elevating Your Firm In The Eyes Of Advisors
If you’re ready to enhance your trust-building efforts and forge stronger relationships with advisors, reach out to Marketing Intent.
Cox Capital Partners Announces Extension Date for Mini-Tender Offer for Common Stock of Franklin BSP Capital Corporation
Cox Capital Partners extends expiration date for Mini-Tender Offer of Franklin BSP Capital Corporation common stock. The Offer will now expire on June 14, 2024.
Healthcare Property Advisors Launches HPA Exchange LLC to Offer Healthcare Real Estate Investments to Individual Investors
HPA Exchange will target healthcare real estate within secondary growth markets that exhibit strong operating fundamentals, stable health system environments, and a growing aging population.
BlueGate Boat & RV Storage Opens Premier Facility in Mooresville, N.C.
The BlueGate Boat & RV Storage facility is a testament to quality and functionality. This facility ensures that recreational vehicles and equipment are stored in a safe, clean and secure environment.
CIM Group Sells The Argonne, 276-unit Apartment Building in Adams Morgan Neighborhood of Washington D.C.
The Argonne skirts the Columbia Heights neighborhood and is convenient to Washington DC’s many historic neighborhoods, cultural attractions, hubs of business and government, as well as parks, shopping, dining and entertainment.
Madison Capital Group Launches Madison Capital Markets, Providing Real Estate Investment Opportunities
With a track record of structuring exchanges totaling over $715 million in property value, Madison Capital Markets offers tailored investment solutions focusing on multifamily and self-storage properties and expertise across various real estate sectors.
Sealy Investment Securities Hires Kyle Castle to Oversee Sales in its West Region
Mr. Castle will oversee sales in the firm’s West region, where he will continue to cultivate his relationships with financial advisors and their accredited clients, as he has done for over a decade.
Demand for Stable Debt-Free Offerings Drives Full Subscription of ExchangeRight’s All-Cash DST
ExchangeRight All-Cash DST’s exit strategy aims to provide investors with a cash-out refinance option in addition to the ability to complete a 1031 exchange, 721 exchange, cash out, or a combination of these options.











