Professional Services Perspectives
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Alternative Asset Strategies: Investing in Oil and Gas
Because oil and gas are considered real property, they are thus “like-kind” to traditional real estate assets and qualify for tax-advantaged 1031 exchanges.
Blue Vault Q4 2024 NTR Research Report Update 4-25-2025
Blue Vault has started publishing new Q4 2024 non-traded REIT (NTR) research pages. These reports offer detailed analysis to support due diligence and investment decisions. More updates coming soon!
Of the 76 interval funds currently covered by Blue Vault, how many different fiscal year-end dates are there?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Q4 2024 NTR Research Report Update
Blue Vault has started publishing new Q4 2024 non-traded REIT (NTR) research pages. These reports offer detailed analysis to support due diligence and investment decisions. More updates coming soon!
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Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc. Phoenix will fulfill the agent and...
John Trevor: Issue Causing Problems with Billing
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing...
Richard Hillson: Focus on Education
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) explains how important education is in the alts...
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the...
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in...
Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Advisors Want Alts. Here’s How Broker-Dealers Pick Them November 28, 2022 | Sam Del Rowe | Financial Advisor IQ Broker-dealers are cautiously adding alternative products to...
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Starwood REIT Declares November 2021 Distributions
On November 30, 2021, the Company declared distributions for each class of its common stock in the amount per share set forth below…
It’s Getting Easier to Invest in Alternatives
Alternative investments, those often illiquid private funds offered previously only to institutions and ultra-high-net-worth family offices…
CION Investments and Man Group Announce Partnership
CION Investments (CION), a leading manager and distributor of alternative investment solutions, today announced a joint…
How did the median return on assets for all nontraded REITs for the trailing four quarters in Q2 2021 compare to that same metric for Q1 2021?
How did the median return on assets for all nontraded REITs for the trailing four quarters in Q2 2021 compare to that same metric for Q1 2021?
Alternative Investment Exchange (AIX) Announces Integration with UMB Fund Services’ Systems
Alternative Investment Exchange (AIX) Announces Integration with UMB Fund Services’ Systems November 30, 2021 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), an alternative investment technology firm that makes it easier for wealth...
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