This strong asset management resulted in a net lease occupancy rate of 99.86% as of June 30, 2025, among the highest in the net lease sector.
WEBINAR
Alternative Investing with Interval/Tender Offer Funds
June 14, 2023 @ 2:00 pm - 3:00 pmThis webinar took place on June 14, giving a continuation of a discussion from the Blue Vault Summit in Atlanta, in which we offered insight on a growing area of the alternatives marketplace – the interval fund market. This session dives deeper into the investment opportunity and discusses the evolution…
Moderator/s: Stacy Chitty
Presenter/s: Fred Baerenz AIF®, Kimberly Flynn, CFA, Ann Maurer
This webinar took place on June 14, giving a continuation of a discussion from the Blue Vault Summit in Atlanta, in which we offered insight on a growing area of the alternatives marketplace – the interval fund market. This session dives deeper into the investment opportunity and discusses the evolution of the market. The panel is moderated by Stacy Chitty of Blue Vault, and includes Kim Flynn of XA Investments, Fred Baerenz AIF® of AOG Wealth Management, Inc,. and Ann Maurer of UMB.
The panel discussed hot topics such as liquidity and proration, as well as what new funds are launching and how to assess the funds. The webinar covers:
• Interval/Tender Market Opportunity – Why Invest?
• Interval/Tender Marketplace – Growth of Market and Various Types of Funds
• Hot Topics including RIAs launching proprietary funds and liquidity
Register to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
Featured Speakers
Recent
Blue Vault Publishes 5-31-2025 Interval Fund Performance Reports
Blue Vault added two May 31, 2025 Interval Fund Performance Pages to its research catalog.
Bluerock Value Exchange Fully Subscribes $36.7 Million Diversified Industrial Portfolio V DST
The DST program also provides investors with multiple options upon a future exit strategy event including 721 exchange (UPREIT) or subsequent 1031 exchange / cash out optionality.
Since 2015, which year did the nontraded REITs tracked by Blue Vault have the highest average and median distribution rates?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Most Popular
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Explore
Past Webinars
August 21 @ 2:00 pm - 3:00 pm
Providing Retail Investors with Access to Institutional Credit Strategies
Join 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…
July 2 @ 1:00 pm - 2:00 pm
Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges (CE Credit Session)
This CE Credit session with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, will provide attendees with an understanding of…
June 24 @ 2:00 pm - 3:00 pm
Alternative Investments Due Diligence Experts
Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…
