Professional Services Perspectives
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Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
“Like all of our offerings, this portfolio is designed to protect investors’ capital to ensure their peace of mind through all economic cycles, including recessions and economic crises.” — Joshua Ungerecht, a managing partner at ExchangeRight
Investors Fully Subscribe ExchangeRight All-Cash DST with Strategic Exit Options
ExchangeRight’s fully subscribed All-Cash 5 DST offers investors tax-efficient passive income with stable monthly distributions backed by recession-resilient, net-leased real estate tenants.
Prospect Capital Management L.P. Announces Strategic Partnership with iCapital
This partnership allows financial advisors to access Prospect’s institutional quality CEF and BDC opportunities managed by Prospect and its affiliates, and now available on iCapital Marketplace.
Asset-Map Announces New Features at AdviceTech.LIVE
“It is our goal to become the single-most effective, holistic financial planning tool for advisors,…”
Recent News
Fred Hubler- Immerse Yourself in Alts at the BV Summit
In this video clip from the webinar, The Future of Financial Services, Fred Hubler (CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group) recommends...
Luke Schmidt: BDC Total Industry Assets through Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, Luke Schmidt (Senior Financial Analyst, Blue Vault), discusses the BDC total industry assets through...
James Sprow- Risks & Returns of NTRs in Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, James Sprow (Senior VP Research, Blue Vault), explains the risks & returns of NTRs in Q3...
James Sprow- DRIP Proceeds of NTRs in Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, James Sprow (Senior VP Research, Blue Vault), discusses the DRIP proceeds of NTRs for Q3...
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 the annual distribution yields of...
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...
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Inland Announces Banner Year of $1.27 Billion in Distributions to Investors, $1.5 Billion in Capital Raised and $2.8 Billion in CRE Acquisitions
“Even amid the ongoing pandemic, 2021 was a strong year for Inland,” commented Daniel L. Goodwin
ExchangeRight Completes Twenty-Second Full-Cycle Event for its DST Platform
ExchangeRight has completed its twenty-second full-cycle event on behalf of investors with the successful $31.23 million sale…
Alternative Investment Types Presented at Blue Vault Bowman Alts Week
Alternative Investment Types Presented at Blue Vault Bowman Alts Week February 24, 2022 | James Sprow | Blue Vault A wide variety of alternative investment programs are sponsored and managed by the investment firms that will be presenting at the Blue Vault Bowman Alts...
Which continuously offered nontraded REIT program posted a total return of 3.06% in the month of January 2022, highest among all continously offered nontraded REITs?
Which continuously offered nontraded REIT program posted a total return of 3.06% in the month of January 2022, highest among all continously offered nontraded REITs? Answer: Black Creek Industrial REIT IV had a total return for its Class I shares of 3.06% in January...
Alta Trust Company and Altigo Team Up to Bring Electronic Alts Processing to Advisors
Alta Trust Company and Altigo Team Up to Bring Electronic Alts Processing to Advisors February 22, 2022 | Heather Acey | WealthForge Alta Trust Company and Altigo are proud to announce their collaboration to deliver high quality private offerings through Alta Trust...








