Professional Services Perspectives
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Can a ‘financial X-ray’ help advisors address client financial literacy?
Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of Canadians feel their education did not prepare them to manage finances in adulthood.
Blue Vault Publishes Q1 2024 Nontraded BDC Industry Review
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Randy Anderson and Carly Hoeler Named Chair and Vice-Chair of the Blue Vault Educational Board
The Blue Vault Educational Board will play a critical role in educating and informing the industry on key topics related to alternative investments.
Madison Capital Markets Successfully Closes Go Store It Orlando DST: A Prime Self-Storage Investment in the Heart of Central Florida
“The Go Store It Orlando DST is a high-quality investment opportunity that went very quickly. It was only available for a short period due to the high level of investor interest.”
Recent News
Replay Available for BV 2021 Alternative Investment Industry Highlights
Replay Available for BV 2021 Alternative Investment Industry Highlights For subscribers only– Watch the replay of the BV 2021 Alternative Investment Industry...
Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company
Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company May 25, 2022 | Alternative Investment Exchange Alternative Investment...
What was the quarterly average percentage of Blackstone Real Estate Income Trust’s common shares redeemed over the last six quarters, from Q3 2020 through Q4 2021?
What was the quarterly average percentage of Blackstone Real Estate Income Trust’s common shares redeemed over the last six quarters, from Q3 2020 through Q4 2021?...
Diversification Across Continuously Offered Nontraded REITs
James Sprow | Blue Vault | In this article we look at the possibilities of diversification across the current offerings of continuously offered nontraded REITs. These REITs...
Single-Family Rental Homes See Drop In Returns
Single-Family Rental Homes See Drop In Returns May 23, 2022 | Erik Sherman | GlobeSt.com It’s a challenging market for single-family home rentals for both landlords and...
CAIS: Bitcoin as Digital Gold
In this clip, Steve Kurz (Galaxy Digital Partners, LLC) speaks with Nicholas Millikan (CAIS) about why cryptocurrency should be added to a...
More articles…
Blackstone Real Estate Buying Simply Self Storage in $1.2B Deal with Brookfield
The Blackstone Group Inc.’s Blackstone Real Estate Income Trust Inc. entered into a definitive agreement to acquire Simply Storage Management LLC…
Clip: Why Do Advisors Use Alternative Investments?
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, he discusses the reasons advisors are using alternative investments.
NMHC Rent Payment Tracker Finds 90.6 Percent of Apartment Households Paid Rent as of October 20
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 90.6 percent of apartment households made a full or partial rent payment by October 20 in its…
Clip: Alternative Investment Platform Advancements
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, Stacy Chitty and he cover Pershing LLC’s advancements in the ability of advisors to manage their alternative investment usage.
US Hotel Occupancy Stays at 50% in Week Ended October 17 – STR
U.S. hotel occupancy in the week ended Oct. 17 remained level with the previous week at 50.1%, according to the latest weekly data from…









