Blue Vault Insights
Harnessing the Alts Tech Advantage December 5, 2023

Harnessing the Alts Tech Advantage

Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously...
Higher Interest Rates and Nontraded REIT Refinancing November 6, 2023

Higher Interest Rates and Nontraded REIT Refinancing

As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%...These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.
An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT November 6, 2023

An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”
Gold Leaf Farming , A Unique Investment Opportunity November 2, 2023

Gold Leaf Farming , A Unique Investment Opportunity

Blue Vault hosted a very interesting webinar with the co-founders of Gold Leaf Farming, Brandon Rebiero and Jack McCarthy, along with Josh Guggenheim, VP of Acquisitions. Jack and Brandon were introduced five years ago, Brandon a farmer and trained agronomist and Jack a private equity investor...

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The alternative investments industry is
expected to grow to $17 trillion by 2025.

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