Professional Services Perspectives
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Headlines
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
“Dunkin’ is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
There’s no denying that the current market is still challenging for property owners and their investment partners.
Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital
With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.
Recent News
Brookfield Closes Transition of Nontraded REIT from Oaktree
Brookfield Closes Transition of Nontraded REIT from Oaktree November 4, 2021 | James Sprow | Blue Vault Brookfield Asset Management Inc. finalized its assumption of the...
ExchangeRight Recruits Fletcher Galloway to Enhance its Service of BD & RIA Firms in the Great Lakes and North Eastern Regions
ExchangeRight Recruits Fletcher Galloway to Enhance its Service of BD & RIA Firms in the Great Lakes and North Eastern Regions November 3, 2021 | ExchangeRight...
In a White Paper written in 2020, Brian Buehler, a Managing Partner of Triton Pacific Capital Partners, made a prediction based upon his study of the Spanish Flu Epidemic of 1918-1920. What did he say we should be prepared for?
In a White Paper written in 2020, Brian Buehler, a Managing Partner of Triton Pacific Capital Partners, made a prediction based upon his study of the Spanish Flu Epidemic of...
Inland Real Estate Income Trust 2021 Annual Meeting Adjournment
James Sprow | Blue Vault | The annual meeting of stockholders of Inland Real Estate Income Trust, Inc. was convened on November 2, 2021, and has been adjourned to December...
Gross Domestic Product
Gross Domestic Product November 2, 2021 | Marcus & Millichap Economic recovery downshifts in third quarter. GDP expanded at a 2.0 percent annualized rate in the...
Cottonwood Communities to Purchase Utah Development Project
Cottonwood Communities to Purchase Utah Development Project November 2, 2021 | James Sprow | Blue Vault On October 26, 2021, Cottonwood Communities, Inc. (the “Company”),...
More articles…
How Opportunity Zone Legislation Could Impact REITs
New “opportunity zone” legislation has sparked a frenzy of excitement across the commercial real estate industry among investors, including REITs…
Which nontraded BDC program raised 96% of the capital raised in June by the three nontraded BDCs currently offering common shares?
Answer: Owl Rock Capital Corporation II raised a reported $36.37 million in June, over 96% of the $37.77 million raised by three nontraded BDCs in the month.
Steadfast Proposes Merger of Three Nontraded REITs
On August 5, 2019, Steadfast Income REIT, Inc. and Steadfast Apartment REIT, Inc. entered into an Agreement and Plan of Merger. Subject to the terms and conditions of the merger agreement…
A Look at the Proposed Merger of Carter Validus Mission Critical REITs
The proposed merger of Carter Validus Mission Critical REIT (“REIT I”) into Carter Validus Mission Critical REIT II (“REIT II”) was announced…
Bluerock Announces Successful Full Cycling of a 1031 DST Program Within Three and a Half Years of Acquisition
Bluerock Value Exchange (BVEX) announced the successful sale of the Landings at Four Corners, a 270-unit apartment community located in…










