Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024
Phoenix American was awarded Fund Administration Services of the Year 2024.
LODAS Six-Month Trading Volumes Rose 73%; Transfer-Agent Business Continues Momentum
LODAS enables sponsors to streamline the entire investment life cycle for investors. LODAS addresses time-consuming, inefficient alts processes, making it easier for investors to buy and sell as they choose.
Recent News
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...
Three Reasons Why A Low Quality Website Hurts Your Business
Three Reasons Why A Low Quality Website Hurts Your Business June 24, 2022 | Marketing Intent Have you ever come across a company and visited their website only to be shocked...
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II June 16, 2022 | Urban Catalyst Urban Catalyst, Silicon Valley’s premier Opportunity...
Three Audiences New Asset Managers Need To Understand
Three Audiences New Asset Managers Need To Understand June 24, 2022 | Marketing Intent Are you an asset manager that’s new to offering your products through financial...
Marcus & Millichap: Retail Sales
Marcus & Millichap: Retail Sales June 24, 2022 | Marcus & Millichap Restaurants and Grocers Lead Subdued Month in Core Retail Spending Retail sector approaches a...
More articles…
The New Kids on the Block
As we welcome in a new year, last week the nontraded REIT industry welcomed its newest member and the eighth offering to incorporate a daily pricing model. Continuing with a trend that began in 2011 and maintained momentum throughout 2012, as of January 8th, daily...
One Bad Apple Doesn’t Always Spoil the Whole Bunch
Nontraded REITs continue to get a bad reputation as a result of fines and sanctions like the one just handed down by FINRA against David Lerner Associates. On the whole however, sponsors of nontraded REITs and the broker/dealers that distribute them are among the...
Corporate Property Associates 15 Completes its Full-Cycle Event
After a quiet 2011, the nontraded REIT industry has responded with several full-cycle events such as the listing of American Realty Capital Trust (NASDAQ: ARCT), Healthcare Trust of America (NYSE: HTA) and Retail Properties of America (NYSE: RPAI). With the merger of...
Welcome to the Blue Vault Blog
Since the beginning of 2009, the industry has introduced 45 new nontraded REIT offerings, seen seven full-cycle events, and has grown to an almost $80 billion industry. In addition, sponsors of new offerings continue to improve investment strategies, introduce...
CPA:17 – Global Acquires Jacksonville University Student Housing Facility for $18 Million
Newly completed, state-of-the-art residence building on long-term triple-net lease 07:30 ET from CPA:17 – Global | PR Newswire NEW YORK, Jan. 21, 2016 /PRNewswire/ — W. P. Carey Inc., a global net lease real estate investment trust (REIT) specializing in...
JLL Income Property Trust Acquires Newly Constructed Medical Office Building in New Jersey
January 19, 2016 09:00 ET | SOURCE: JLL Income Property Trust | Marketwired CHICAGO, IL–(Marketwired – Jan 19, 2016) – JLL Income Property Trust, an institutionally-managed, non-listed, daily valued perpetual life REIT (NASDAQ: ZIPTAX) (NASDAQ:...
Phillips Edison Grocery Center REIT II, Inc. Ends 2015 Strong
Acquires Seven Shopping Centers in December January 13, 2016 09:00 AM Eastern Standard Time CINCINNATI–(BUSINESS WIRE)–Phillips Edison Grocery Center REIT II, Inc. (the “Company”) is pleased to announce a strong close to 2015, acquiring seven...











