Professional Services Perspectives
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Headlines
Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
Recent News
Bank OZK Provides $220M Construction Loan for FAT Village in Fort Lauderdale
Brian Pascus | Commercial Observer Hines, the global real estate investment manager, and Florida-based Urban Street Development have secured $220 million in construction...
Blue Vault Q3 2023 Individual Performance Page Update 01-02-2024
The following Q3 2023 NTR Individual Performance Reports are available (newly published pages are in bold font): Apollo Realty Income Solutions Q3 2023 (limited operations)...
Higher Interest Rates Hit Nontraded REIT Fundraising and Valuations
Mark Heschmeyer | CoStar News Nontraded real estate investment trust fundraising plummeted by two-thirds through November from the same time last year, a sign of fallout...
StratCap Closes Sale of Strategic Wireless Infrastructure Fund I Assets
Business Wire StratCap, LLC (“StratCap”) and its affiliate, StratCap Wireless, LLC (“StratCap Wireless”), announced today the closing of the sale of substantially all of the...
Assembling The Right Marketing Team
Marketing Intent The success of a marketing campaign often hinges on the expertise and skill set of the team behind it. Especially in the alternative investments industry,...
2024 Trends to Watch in Real Assets
Will Robson, Alexis Maltin, Jim Costello, David Green-Morgan, Tom Leahy, Benjamin Martin-Henry, Bryan Reid The year 2023 was an especially tough one for real estate....
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Luke Schmidt- Annual Distribution Yields of Nontraded BDCs for Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, Luke Schmidt (Senior Financial Analyst, Blue Vault), discusses…
Of the 11 nontraded REITs that reported sales to Blue Vault for November 2022, which raised the most capital via sales of shares for the month?
Of the 11 nontraded REITs that reported sales to Blue Vault for November 2022, which raised the most capital via sales of shares for the month? Answer: FS Credit Real Estate Income Trust raised the most capital with $65.59 million in November 2022 via common share...
Capital Square Launches Offering to Fund Development of Single Family Build-For-Rent (BFR) Community Near Dallas
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily…
Total Returns for NAV REITs Turn Negative in December 2022
For the first time since March 2020, the median total return for shares in the continuously offered nontraded REITs (NAV REITs) turned…
Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration
Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration January 24, 2023 | Phoenix American Phoenix American is pleased to announce its new client partnership with real estate investment fund sponsor Wander....











