AltsTech News
AltsTech News
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
“Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform.” — Warren Thomas, a managing partner at ExchangeRight
What percentage of interval fund industry capital raise has come from credit-focused funds through the first nine months of 2024?
For access to exclusive data and analytics, become a Blue Vault member today!
Fred Talk: A Live Huddle for Wealth Advisors
“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.
Five Questions with Erin Botsford: Allocating to Alts
“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
The Essential Income REIT’s Net Asset Value Per Share Increases for Fourth Consecutive Quarter
ExchangeRight’s Essential Income REIT has grown its NAV for four consecutive quarters, reaching $27.37 per share as of December 31, 2024.
Why wealth advisors should care about the future of federal tax policy
Blue Vault Alts Summit features expert strategies for harnessing maximum client advantage.
How many consecutive quarters has the nontraded BDC industry raised over $1.0 billion in public capital?
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With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry
Blue Vault Q3 2024 NTR data show Blackstone taking control of redemptions and continuing to outperform, potentially signaling a much-needed industry turnaround.
Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
What percentage of nontraded REIT public capital raise came from Blackstone REIT in the third quarter of 2024?
Unlock exclusive insights and stay ahead in alternative investments with Blue Vault’s ‘Inside the Vault’—click to explore now!
What percentage of the nontraded REIT public capital raised in the third quarter of 2024 came from Blackstone REIT?
Unlock exclusive insights and stay ahead in alternative investments with Blue Vault’s alts performance pages!
Stakeholder Buy-In: With Data And Insights, You Can Build Bridges
Marketing Intent supports you in securing stakeholder buy-in with expert insights, detailed proposals, and collaborative strategies, driving your marketing success forward.
What’s the best way to transform your advisory practice into a savvy alts shop?
Join us for the 2025 Blue Vault Alts Summit, March 10-12 in Frisco, Texas.
Roaring ‘20s Redux? Explore Bull Market Upsides at January Community Groups Meeting
Join Ryan Detrick, Chief Market Strategist at Carson Group, at our next Alts Community Groups meeting on Tuesday, January 21, 2025, and get a pulse check on the current state of U.S. financial markets.
