AltsTech News
AltsTech News
Driving Powerful Change to Alts Investments through Technology
Technology is quickly advancing the landscape for investment advisors using Alts. To help educate advisors on the latest in this space, Blue Vault hosted…
Driving Powerful Change to Alts Investments through Technology
Technology is quickly advancing the landscape for investment advisors using Alts. To help educate advisors on the latest in this space, Blue Vault hosted…
Why commercial real estate belongs in client portfolios
At a time when many investors and investment professionals struggle to find attractive returns in a world of tissue-thin and even negative interest rates — and while wondering about the continuation of…
Blackstone’s REIT Purchases Bellagio from MGM Resorts for $4.25 Billion
The Blackstone Group Inc.’s Blackstone Real Estate Income Trust Inc. completed the $4.25 billion acquisition of the real estate assets of the Bellagio in…
Consumers Are Bullish. CEOs Remain Bearish. Could That Tension Sink the Economy?
Last month, as Costco chief financial officer Richard Galanti discussed the retailer’s strong earnings, a telling moment happened…
Phoenix American Financial Services Announces New Client Partnership with RealBlocks
Phoenix American Financial Services, Inc. (“the Company”) is pleased to announce its new client partnership with RealBlocks. The Company will support RealBlocks with…
What Happens When Demographic Trends Betray Investors
One of the most reliable and useful classes of statistics when it comes to making forecasts of market demand is demographic data. For example, to forecast the demand for household formations in five years, we can use…
Malls of Tomorrow Will Be Less Big Box, More Lifestyle, and Play Well With E-Commerce Too
Fourteen miles outside of Boston, the ground floor of what was a Sears at Burlington Mall has been stripped down to the steel. Renovations scheduled to finished in summer 2020 will transform…
Recently Published IFCEF Individual Reports
To see the latest individual performance pages, log in, hover over “Subscriber-Only Research”, and then click “Individual Funds and Nontraded CEFs” from the menu located…
Princeton Economics Professor Discusses the Role of Real Estate in a Long-Term Investor’s Portfolio
Princeton University economics professor Burton Malkiel is the author of “A Random Walk Down Wall Street,” an investment classic first published in…
Blue Vault Publishes October NTR Sales Breakdown
Blue Vault Publishes October NTR Sales Breakdown
Based on Blue Vault’s definition of a full-cycle event, how many nontraded BDCs have gone full-cycle?
Answer: Two nontraded BDCs have gone full-cycle. FS Investment Corporation listed on the NYSE on April 16, 2014. Corporate Capital Trust listed…
Blue Vault’s Webinar Panelists Ask the Tough Questions in Appraising Your Business’ Assets and Culture
Wealth advisors have much to consider after participating in Blue Vault’s on-demand webinar: “Succession Planning 2.0: Would you Buy Your Business?” Presented to enrich advisors business planning capabilities…
Where Are the Moats?
As we hear about the failures of certain IPOs and the failures of those amazing start-ups to generate profits after a few years of fantastic growth in revenues and customer counts, we must wonder if…
5 Challenges Hindering Technology Adoption by Financial Advisors
While the financial industry as a whole is rather quick to adapt to the digital age, not all segments of the industry are equally modernized. Financial planning in particular is notoriously slow…
October Nontraded REIT Capital Raise
Blue Vault received October sales totals for 17 effective nontraded REIT program offerings as of November 10. Sales reported by those 17 NTRs totaled…
Advisor Group and Ladenburg Thalmann to Combine, Creating $3 Billion IBD
Advisor Group and Ladenburg Thalmann (NYSE American: LTS) reached a merger agreement to create one of the nation’s largest independent broker-dealer (IBD) networks with…
Are Electronic Signatures Valid for Alternative Investments?
New technology tools have enabled online processing of alternative investments. However, a fundamental question when using such tools is whether or not…
Which closed nontraded REITs are covering their distributions YTD Q2 2019 with MFFO?
Answer:
Pacific Oak Strategic Opportunity REIT, Inc. Acquires Reven Housing REIT, Inc.
Pacific Oak Strategic Opportunity REIT, Inc. (formerly known as KBS Strategic Opportunity REIT, Inc.), a Maryland corporation (“SOR”), announced today the closing of…
