In Q1 2025, the Essential Income REIT experienced one of the five lowest redemption rates, with redemptions totaling 1.51% of weighted average shares outstanding.
WEBINAR
Legends of Distribution Discuss Alts Evolution: Part One
May 14 @ 2:00 pm - 3:00 pmWatch Larry Goff, Jeff Schwaber, and Martel Day in this compelling conversation on the evolution of alternative investments over the past 30 years. Moderated by Stacy Chitty, this dynamic discussion blends industry insight with personal stories and lessons learned along the way—offering perspectives you won’t want to miss. Watch Now…
Speaker/s: Larry Goff, Jeffrey Schwaber, Martel Day
Moderator/s: Stacy Chitty
Watch Larry Goff, Jeff Schwaber, and Martel Day in this compelling conversation on the evolution of alternative investments over the past 30 years. Moderated by Stacy Chitty, this dynamic discussion blends industry insight with personal stories and lessons learned along the way—offering perspectives you won’t want to miss.
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
Blue Vault members and partners have exclusive access to all on-demand webinars. For information about becoming a member, 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.
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Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault has tracked performance data for nontraded BDCs since 2009. Based on the funds we have covered over the years, how much gross capital has the nontraded BDC industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
J.P. Morgan Asset Management Strengthens Canadian Market Presence with New ETF Launch
The ETF works to outperform the MSCI World Index, delivering superior growth and free cash flow yield with similar to lower valuation versus the benchmark, while effectively managing risks across sectors and regions.
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Guide the Journey or Rush the Sale
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ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
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Past Webinars
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…
June 18 @ 2:00 pm - 3:00 pm
Behind the V(ALT) Door
Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…
