Professional Services Perspectives
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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.
Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
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Recent News
Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s
Bluerock Fund Advisor and the Bluerock Total Income+ Real Estate Fund (“Bluerock TI+ Fund,” “Fund,” “TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX), the largest...
Blackstone REIT’s Share Redemptions Story Far From Over
Blackstone REIT’s Share Redemptions Story Far From Over October 18, 2023 | James Sprow | Blue Vault One of the hottest topics in the nontraded REIT space, beginning in...
Advent of Change
Advent of Change: Karen Geiger, co-general manager at SS&C Advent, talks to Lucy Carter about how the company works with its clients and the challenges facing the...
Legitimizing Your Firm
Legitimizing Your Firm October 12, 2023 | Marketing Intent Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a...
Is Every Commercial Office Property in Trouble?
Is Every Commercial Office Property in Trouble? August 23, 2023 | The Accordant Team Why Not All Office Space Is Created Equal Midway through 2023, media coverage of the...
How Our Series 7 Securities Licenses Benefit Our Clients
How Our Series 7 Securities Licenses Benefit Our Clients September 28, 2023 | Marketing Intent You may think of a Series 7 Securities License as the exclusive domain of...
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Apollo Reports Third Quarter 2022 Results
Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) today reported results for the third quarter…
Capital Square’s Second Opportunity Zone Fund Completes Stabilization, Permanent Financing and Special Distribution to Investors
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily…
Bad old habits die hard for nontraded REITs like Lightstone Group
The nontraded real estate investment trust industry is coming off a banner year in sales due in large part to investment powerhouses like Blackstone…
Blue Vault Publishes First Q3 2022 Nontraded REIT Individual Performance Page
First Q3 2022 Nontraded REIT Individual Performance Page PDF is Now Available The following Q3 2022 Nontraded REIT PDF is now available to Blue Vault subscribers: Closed REIT -Highlands REIT Q3 2022 Blue Vault subscribers may log in to access The Vault. If you are not...
Inland Securities Corporation Adds to Its Talent Roster, Hiring Four Regional Associates
All four regional associates have backgrounds in finance, including business administration, client development and asset management.
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