Professional Services Perspectives
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SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.
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Recent News
NexPoint Launches NexPoint Semiconductor Manufacturing DST Offering
NexPoint, an alternative investment firm with $16.6 billion in assets under management, today announced the launch (the “Offering”) of NexPoint Semiconductor...
Smartstop-Backed SSGT Adds $19.5m Self-Storage Facility to Portfolio
Venkatesh Jartarkar | Investing.com Strategic Storage Growth Trust III (SSGT), a private real estate investment trust sponsored by H. Michael Schwartz-led SmartStop Self...
NAV REITs Report Small Negative Median Total Returns for September
James Sprow | Blue Vault The median monthly total return for sixteen continuously offered nontraded REIT programs (“NAV REITs”) was negative 0.02% in September, compared to...
CIM Real Assets & Credit Fund Announces 21% Increase in Distribution Rate
CIM Group CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends representing an...
Goldman Marks Down Commercial Real Estate Portfolios
Jake Mooney | S&P Global Market Intelligence Goldman Sachs Group Inc. has marked down or impaired its office-related commercial real estate exposures across both equity...
Manageable debt, quality assets cushion US public office REITs against headwinds
S&P Global Market Intelligence The manageable debt and quality assets are cushioning listed office real estate investment trusts in the US against the elevated interest...
More articles…
Leitbox Storage Partners Sells Michigan Self-Storage Facility
“Our latest development in Bloomfield Hills, MI was the largest three story 5th generation development we’ve ever done and came in on-time and under-budget…”
October 2022 Reported Nontraded REIT Sales Down 39% From September
Blue Vault received October 2022 sales totals for eleven nontraded REIT program offerings as of November 16, 2022. Sales reported…
Sean Raft: The Key to a Successful Partnership with Sponsors
In this video clip from the panel webinar, 506(c) Best Practices: Part 2, Sean Raft (Urban Catalyst) explains the key to a successful relationship with sponsors…
CAIS: Performance Dispersion in Alternative Asset Classes
CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to include an alternative asset class in their client portfolios, they typically compare performance...
Apollo Debt Solutions Announces Monthly Distribution Increase
Apollo Debt Solutions BDC (“ADS” or the “Fund”) today announced that it has increased its regular monthly distribution…
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