Topic - Blue Vault

Topic

July 10, 2025

Smart Marketing Keeps Advisors Coming Back

Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.

July 9, 2025

The Lowdown on UPREITs: Keeping Investment Property in Play

An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.

July 1, 2025

Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments

“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology

July 1, 2025

Marketing Is the New Sales

The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.

July 1, 2025

Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors

The Cove Diversified Portfolio 88 DST is a 100% debt-free portfolio of assets that features five locations covering multiple geographic regions, asset classes, and tenant companies.

June 30, 2025

BC Partners promotes four new Partners

“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners." — Raymond Svider, Chairman at BC Partners.

June 30, 2025

Madison Capital Markets Appoints Jeff Kremin as President and Lee Bastidas as EVP of National Accounts

The appointments are part of Madison Capital's ongoing commitment to performance, innovation and delivering best-in-class results to investors and partners.