Blue Vault Q4 2023 Nontraded REIT Individual Performance Report Update

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How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts

December 18, 2024

If you’re looking to leap into alts, you need access to independent, credible third-party data to help you verify product sponsors’ artfully worded reports and statements. That’s where Blue Vault comes in.

Bonus Distribution to Investors in the Essential Income REIT’s Class ER Shares Brings Total First Year Distribution Rate to 9.58%

December 18, 2024

ExchangeRight's Essential Income REIT Class ER shares achieve a 9.58% total first-year return, bolstered by a bonus distribution from DST fee participation and accretive property acquisitions.

Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-18-2024

December 18, 2024

Check out Blue Vault's newly published Q3 NTR and BDC individual performance pages or browse the Full BDC Industry Review .

Explore Portfolio Impacts of Tax Policy at December Community Groups Meeting

December 10, 2024

Join Scott Hodge of the Tax Foundation at our next Alts Community Groups meeting on Monday, December 16, 2024, and equip yourself for client questions about next year’s tax debate and the future of the Tax Cuts and Jobs Act of 2017.

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Blue Vault Performance Reports Update 10-23-2023

October 23, 2023

Blue Vault has published the following Interval Fund and Tender Offer Fund individual performance reports...

Blue Vault Q2 2023 Performance Reports Update

October 3, 2023

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…

Blue Vault Q2 2023 Performance Reports Update

September 25, 2023

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

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