How an Attack on a Nontraded REIT Sponsor Made a Hedge Fund Manager $60 Million December 18, 2017 | James Sprow | Blue Vault When Blue Vault began seeing signs that United Development Funding V (UDF V), a nontraded REIT program sponsored by United Development Funding, L.P. (UDF) in Dallas, Texas, was not able to…
REIT Industry Update
How Interval Funds Compare with Traditional Closed-End Funds
How Interval Funds Compare with Traditional Closed-End Funds December 7, 2017 | Beth Glavosek | Blue Vault Last week, we looked at the similarities between closed-end interval funds and mutual funds. Like mutual funds, interval funds offer the transparency, regular valuations, and investor protection elements of the 1940 Act. As a recap, both interval funds…
November 30, 2017
An Introduction to Interval Funds
Closed-end interval funds are a relatively new way for investors to participate in alternative investments like real estate. But what are they, and how are they different from other real estate offerings?
SEC Filings Part 1: What are All of Those Forms?
SEC Filings: What are All of Those Forms? November 10, 2017 | Beth Glavosek | Blue Vault Reading companies’ Securities and Exchange Commission filings probably doesn’t rank as high on the fun factor as say, watching a good movie or going to a concert. However, they do serve an important purpose. Finding valuable information The SEC…
October 20, 2017
The Impact of Amazon on Grocery Sector and Phillips Edison Grocery Center NTRs
The Phillips Edison NTRs are well-diversified in their tenant mix, with no single tenant contributing more than 8.8% of the REIT’s lease revenues. PEGCR I has 52.9% of its leased square feet in the grocery industry as of June 30, 2017, and that percentage was 52.7% for PEGCR II.
October 17, 2017
America’s Data Centers Deliver Results
America’s Data Centers Deliver Results October 13, 2017 | Beth Glavosek | Blue Vault Given the destruction caused by recent hurricanes, it’s impressive to learn that internet service and the cloud remained intact and resilient, even as millions of people lost power or saw their homes and businesses flooded.[1] What makes this connectivity possible, even after catastrophic…
October 13, 2017
Do We Need to Re-Think Inflation Expectations?
Do We Need to Re-Think Inflation Expectations? October 12, 2017 | James Sprow | Blue Vault One big question that Fed officials and economists generally are grappling with is “What’s happened to inflation?” The standard benchmark that Federal Reserve policy makers have used is an annual consumer price index rising at 2%. The persistence of…
October 5, 2017
SEC Working Toward a Proposal on a New Fiduciary Rule
On Wednesday, October 4, in a Capitol Hill appearance, Securities and Exchange Commission (SEC) Chairman Jay Clayton told lawmakers that the agency is drafting its own proposal for a fiduciary rule, according to Investment News.
September 28, 2017
The Art of Wholesaling
In an upcoming blog series, Blue Vault is going to examine the role of the wholesaler in the financial services industry. It’s been said that wholesalers are the ‘muscle’ behind the billions of dollars of fund shares sold through advisors and bought by investors each year. A wholesaler is someone who represents a product sponsor…
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