In this clip from the BV Q2 2022 Update, Jim Sprow (Blue Vault's Senior VP, Research) addresses a few key points for NTRs in Q2 of 2022...
October 14, 2022
Blue Vault Research
October 14, 2022
October 13, 2022
Jim Sprow: NTRs vs. S&P 500 Standard Deviation of Returns
In this clip from the BV Q2 2022 Webinar, Jim Sprow (Senior VP, Research for Blue Vault) explains the standard deviation of returns for the past 32 months for NTRs vs. S&P 500...
January 12, 2017
Nontraded REIT Industry Review – LifeStage™ Summary
Nontraded REIT Industry Review - LifeStage™ Summary January 12, 2017 | by Laurie Brescia | Blue Vault In each quarter's Nontraded REIT Industry Review you will find... a host of Nontraded REIT Industry data and charts preceding the individual REIT pages. Some of the data is in the "LifeStage™ Summary". In the Q3 2016 Review: Five REITs were Emerging…
December 9, 2016
Nontraded BDCs Post Annualized Return of 14.7%
Nontraded BDCs Post Annualized Return of 14.7% December 9, 2016 | Blue Vault Nontraded BDCs this year have produced a median annualized return of 14.7%. Through the end of September 2016, BDCs have performed exceptionally well despite the slowest capital raise in four years. "Unfortunately, many investors are missing out on these returns because financial…
September 30, 2016
Blue Vault’s Second Quarter Report – What’s New?
Blue Vault’s Second Quarter Report – What’s New? Blue Vault has released its Second Quarter 2016 Nontraded REIT Industry Review. Here are some key findings from our research: Sales by nontraded REITs totaled an estimated $1.09 billion, down from the $2.35 billion recorded in Q1 2016. This number is more than 57% below the average…
August 19, 2016
A Closer Look at Today’s 1031 Exchanges – Part 1
A Closer Look at Today’s 1031 Exchanges – Part 1 August 19, 2016 | by Beth Glavosek | Blue Vault Editor’s note: Last week, we reported that most 1031s are structured as a Tenants-in-Common (TIC) arrangement. TICs were popular at one time; however, the Delaware Statutory Trust (DST) is a more favored structure today. As…
July 13, 2016
Dot Your I’s and Cross Your T’s – Get Ready for the Next Generation of Share Classes
Dot Your I’s and Cross Your T’s – Get Ready for the Next Generation of Share Classes July 13, 2016 - Part Two in a month long series of Share Class blog posts. This week, we’re taking a closer look at some of the more specialized share classes available through alternative investments. June’s sales data…
February 8, 2016
Department of Labor (DOL) Fiduciary Rule: Counterintuitive Reaction or True Investor Protection?
by Jared Schneider (Managing Partner) | Blue Vault One of the hottest topics right now in the alternative investments space is the DOL’s Fiduciary Rule legislation. The rule is designed to redefine what it means to be a fiduciary and how that affects retirement accounts (i.e., IRAs, 401ks, etc.). The rule stipulates that certain investments…
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