As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and long-term wealth protection.
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2016 Blue Vault Broker Dealer Educational Summit
April 11, 2016 - April 14, 2016Join us for our 2016 Blue Vault Broker Dealer Educational Summit
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Featured Speakers
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It’s Not Just One Number: How Advisors Should Evaluate REITs
Evaluating REITs requires more than one financial indicator. Warren Thomas shares how a combination of key metrics provides a fuller, more accurate view of a REIT’s true strength and performance.
Of the nontraded BDCs tracked by Blue Vault, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest (and identical) annual management fee in Q2 2025. What was their fee?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
Global strategic partnership will enable operational efficiency and reduce replication.
Most Popular
Eagle Point and Apple Bank Establish Newton Commercial Finance, a New Platform for Infrastructure Project and Equipment Financing
Newton was founded on a disciplined and selective approach to equipment finance, with a mandate centered on essential-use assets backed by strong collateral values.
ExchangeRight All-Cash 14 DST Fully Subscribed, Expanding Essential Income REIT Pipeline
Net-Leased All-Cash 14 DST is a closed offering and is not accepting new investors.
SEI Appoints Chief Revenue Officer for U.S. Private Banking Business
Langdale will oversee sales and client service.
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Past Webinars
October 2 @ 2:00 pm - 3:00 pm
Tax-Deferred DST Exit Strategies for Accelerated REIT Access
ExchangeRight Co-Founder and Managing Partner Warren Thomas will present a novel DST concept designed to provide investors a fast-track exit…
September 24 @ 2:00 pm - 3:00 pm
Product Evolution – Innovation and the Shifting Landscape of Alternative Investments
Join Andrew Deck, Vice President of Alternative Investments at LPL Financial, for an engaging conversation on the future of alternative…
August 21 @ 2:00 pm - 3:00 pm
Providing Retail Investors with Access to Institutional Credit Strategies
Watch an exclusive conversation with Kimberly Flynn, President, at XA Investments, Joseph Roth, Principal, at Eagle Point Credit Management, and…
July 16 @ 2:00 pm - 3:00 pm
Choose Your Own Adventure: The Daunting Task of an S&P 500 Target
In part one of a three-part series with experts from the Wealth Consulting Group, Talley Léger, Chief Market Strategist, will…
July 9 @ 2:00 pm - 3:00 pm
Legends Part Two: Senior Executives Break Down Alts Market for Advisors
Senior Executives Break Down Alts Market for Advisors Join Larry Goff, Jeff Schwaber, and Martel Day for a compelling conversation…
