Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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JLL Income Property Trust Completes 20th Full-Cycle UPREIT Transaction
JLL Income Property Trust has completed another full-cycle 721 UPREIT transaction through its JLL Exchange platform, reaching a significant milestone for a program designed to provide 1031 exchange investors with a path from individual DSTs into a diversified real estate portfolio.
ExchangeRight Announces Full Subscription of $26.95 Million Net-Leased All-Cash 19 DST
ExchangeRight has fully subscribed its $26.95 million Net-Leased All-Cash 19 DST, a debt-free portfolio of necessity-based retail and telecommunications properties. The offering combines long-term net leases with multiple potential exit strategies for 1031 exchange and cash investors.
SmartStop General Counsel Sells Shares While Retaining Significant Equity-Based Holdings
SmartStop’s general counsel sold a portion of his directly held shares in the self-storage REIT, but the SEC filing reveals a much larger continuing economic interest through long-term incentive and operating partnership units.
SEC to Consider New Offering Framework for Crypto Investments
The SEC is preparing to consider a new regulatory framework for certain crypto-related investments. While the proposal centers on digital assets, its potential significance could extend to a much broader corner of the investment industry.
Recent News
Apollo Reports Fourth Quarter and Full Year 2025 Results
Apollo Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) today reported results for the fourth quarter and full year ended...
Blue Owl Capital Inc. Fourth Quarter 2025 Results
Blue Owl Blue Owl Capital Inc. (NYSE:OWL) (“Blue Owl”) today reported its financial results for the fourth quarter ended December 31, 2025. “Blue...
Madison Communities closes $24.7 million construction loan for Madison Trinity build-to-rent townhome community in Nashville
Madison Communities Madison Communities, a vertically integrated multifamily development and operating platform of Madison Capital Group Holdings, has closed a $24.7 million...
Based on the offerings tracked by Blue Vault, and most recent filings, what was the interval fund industry’s total assets under management as of October 31, 2025?
Answer: Based on the offerings tracked by Blue Vault, and most recent filings, the interval fund industry had $150.7 billion in assets under management as of October 31,...
Partners Capital and iCapital® Expand Access to Institutional-Quality Private Equity for Wealth Managers and Their Clients
iCapital iCapital1, the global fintech company shaping the future of investing, and Partners Capital, a leading global investment firm, today announced the expanded launch...
Asset Performance, Not Fundraising Defines DST Space
Johnathan Rickman | Blue Vault As more sponsors of nontraded REITs get into the Delaware statutory trust (DST) game, interested advisors should pay special attention to an...
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Cantor Fitzgerald Infrastructure Fund Announces Second Quarter 2024 Distribution
The Fund’s distribution policy is to make quarterly distributions to shareholders. The level of quarterly distributions (including any return of capital) is not fixed, and this distribution policy is subject to change.
Sovereign’s Capital Closes its Largest-Ever Venture Capital Fund
As of June 2024, Sovereign’s Capital managed more than $780 million in assets across five asset classes: venture capital, private equity, public equities, fund of funds, and real estate.
Why Taylor Swift ’s Career Is A Masterclass In Alternative Investment
There are 10 ways where Taylor Swift is like an alternative investment. Let’s dive in.
Why Custom Marketing Matters: Beyond The Template
Here’s why customized marketing materials are crucial and how we approach the creation of bespoke content that truly reflects the uniqueness of each client.
Inland Real Estate Sells Southwest Florida Asset for $57M
Interface Properties has acquired Brantley Pines Apartments, a 296-unit multifamily property in Fort Myers, Fla. Inland Real Estate Group was the previous owner, Yardi Matrix information shows.
America’s Growing Appetite for Fast Food
Today, QSRs are as popular as ever. In 2022, 27% of consumers stated they are eating fast food more often, compared to 2021.
Blue Vault Completes Publication of March 31, 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.
13 of the 16 NAV REITs had Positive Returns in May 2024
Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices
Blue Vault Performance Page Update 7-8-2024
Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
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