Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Enhancing Collaboration With Compliance: Practical Steps For Success – Part Two
At Marketing Intent, we understand the nuances of navigating the compliance landscape within the alternative investment sector.
Blue Gate Boat & RV Storage Acquires a Premier Outdoor RV and Boat Storage Facility in Chesapeake, Va.
An affiliate company of Madison Capital Group, Blue Gate was formed to capitalize on the growing demand for high-quality boat and RV storage solutions, focusing on the development, ownership and management of these specialized facilities.
New ER Share Class Introduced for ExchangeRight’s Essential Income REIT
The acquisitions enabled by ER shares’ capital raise are anticipated to enhance the Essential Income REIT’s diversification, Adjusted Funds From Operations, and long-term investment capital from DST investors who complete a tax-deferred 721 exchange into the REIT….
If Not 60/40, What? Managers and FAs Weigh In
To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.
Recent News
CAIS Receives Strategic Investment from Hamilton Lane
CAIS Receives Strategic Investment from Hamilton Lane June 28, 2022 | CAIS Latest capital infusion underscores heightened demand for alternative investments access amid...
Opportunity Zone Funds: Could Changes Be on the Horizon?
Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal...
The Importance of MFFO in Assessing Nontraded REIT Performance
The Importance of MFFO in Assessing Nontraded REIT Performance June 28, 2022 | James Sprow | Blue Vault Most investors in nontraded REITs correctly focus their attention on...
Selections from Q1 2022 Nontraded REIT Industry Review Now Available
Selections from Q1 2022 Nontraded REIT Industry Review Now Available The following sections of the Q1 2022 Nontraded REIT Industry Review are now available to Blue Vault...
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all...
Bento Engine Scores $1.1 Million in Seed Funding
Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it...
More articles…
The 2015 NTR Brief is now available to all Blue Vault Subscribers. Log in to BlueVaultPartners.com and click on “Subscriber-Only Research” in the top menu and choose “Briefs – Years In Review” from the drop-down list.
2015 NTR Annual Brief is Now Available
Summary of Topics This years’ report summarizes and illustrates the most important trends in the nontraded REIT industry observed in 2015. Macro View: What macroeconomic trends occurred in 2015, and how might that affect real estate investments and nontraded...
Griffin-American Healthcare REIT IV Sponsors Invest $1 Million, Enter Stock Purchase Agreements
American Healthcare Investors, a manager of healthcare real estate and co-sponsor of the Griffin-American Healthcare REITs, announced today that its three founding principals, Jeff Hanson, Danny Prosky and Mathieu Streiff, along with the company’s executive vice...
UDF V Offering Terminated
March 7, 2015 | by DI Wire United Development Funding Income Fund V, a publicly registered non-traded real estate investment trust co-sponsored by UDF Holdings and American Realty Capital, is closing its offering to new investments and discontinuing its distribution...
Two nontraded REITs specialize in self-storage assets (Strategic Storage Growth Trust and Strategic Storage Trust II), and several others are acquiring self-storage properties. The two REITs had a total of 41 properties in 3Q 2015 while the U.S. has approximately 44,000 self-storage facilities. ExtraSpace Storage acquired the nontraded REIT SmartStop in 2015, and is now the second largest operator in the U.S.
Two nontraded REITs specialize in self-storage assets (Strategic Storage Growth Trust and Strategic Storage Trust II), and several others are acquiring self-storage properties. The two REITs had a total of 41 properties in 3Q 2015 while the U.S. has approximately...
According to the National Council of Real Estate Investment Fiduciaries (NCREIF), the appraised value of all U.S. commercial property types increased by an average of 3.09% in 3Q 2015 and over 13% year-over-year.
According to the National Council of Real Estate Investment Fiduciaries (NCREIF), the appraised value of all U.S. commercial property types increased by an average of 3.09% in 3Q 2015 and over 13%...
KBS raises $216M in first phase of Israeli bond offering
Calif.-based real estate firm to become first U.S. REIT to tap Israeli debt market March 01, 2016 04:35PM | By Rey Mashayekhi | The Real Deal KBS Strategic Opportunity REIT is on the verge of becoming the first U.S. real estate investment trust to successfully issue...
NorthStar Corporate Income Offering Declared Effective by the U.S. Securities and Exchange Commission
PR Newswire NEW YORK, March 2, 2016 NEW YORK, March 2, 2016 /PRNewswire/ — NorthStar Corporate Income Fund and NorthStar Corporate Income Fund–T, collectively defined as the “NorthStar Corporate Income Funds”, announced today that their registration...
James Brown Appointed to the Board of Franklin Square BDC
Mar 03 2016 | By DI Wire FS Investment Corporation III, a publicly registered non-traded business development company sponsored by Franklin Square Capital Partners, appointed James Brown to serve as an independent member of the board of directors. Brown was appointed...
Strategic Storage Trust II, Inc. (SST II) Acquires Two Facilities in the Greater Toronto Area for Approximately $28.9 Million CAD
TORONTO, ON — (Marketwired) — 03/01/16 — Strategic Storage Trust II, Inc. (SST II) — which is sponsored by SmartStop Asset Management, LLC — recently purchased two self storage facilities for approximately $28.9 million CAD. Located in...









