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By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
Mr. Shanley brings more than two decades of experience in property acquisitions, structured finance, and ground lease investments.
Hines Private Wealth Solutions Completes More Than $1 Billion Across Seven DST Offerings
$199.8 million HREX 7 DST offering delivered a high-quality, logistics investment opportunity to investors interested in a 1031 exchange.
Recent Blue Vault Research Releases
Blue Vault added new Individual Performance Pages – and data points – for seven Interval Funds and Tender Offer Funds
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Recent News
Compliance Challenges in Marketing
Marketing Intent Marketing in the alternative investment space comes with its fair share of challenges, especially when it comes to compliance. The stringent regulations and...
Leitbox Storage Partners Accelerates Self-Storage Development Strategy as Market Peaks
Leitbox Storage Partners With the self-storage development cycle reaching its peak, Leitbox Storage Partners is leveraging a rare window of opportunity to expand its...
What is the total gross capital raised since inception by the 34 BDCs Blue Vault tracks?
Answer: Across the 34 BDCs covered by Blue Vault from 2009 through 2024, the total gross capital raised since inception is approximately $126.3 billion. Discover...
Blue Vault Begins Publishing Q1 2025 NTR Research Pages
Blue Vault began publishing new Q1 2025 research reports covering non-traded REIT (NTR) offerings. These pages provide expanded insights into the latest performance metrics,...
Blue Vault Q1 2025 Nontraded BDC Performance Report Update 5-29-2025
This quarter’s full industry review will include 23 complete Individual Performance Pages. Twenty-two pages are available for members to view now (newly published...
ExchangeRight’s First Essential Income DST Offering Fully Subscribed, Enabling Accelerated REIT Access
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced that the company has fully subscribed its first...
More articles…
What is Fund Accounting? And What Should Fund Accounting Be?
What is Fund Accounting? And What Should Fund Accounting Be? August 3, 2023 | David Fisher | Phoenix American Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so that fund management...
The True Life Companies Expands Capital Group with Two Highly Tenured Appointments
The True Life Companies (TTLC) , a real estate investment firm focused on repurposing underutilized property to create new attainable housing options in high-need U.S. markets, announced that it has added two senior professionals to its wholesale operation, The True Life Capital Group…
The Word on WealthTech for August 2023
The Word on WealthTech for August 2023 Aug 03, 2023 | Doug Fritz | Wealth Management Welcome to the Word on WealthTech. Each month we offer our take on a few recent industry news stories, identifying what they could mean for advisors across the industry. As we...
Messing With The Magic: Why DFW Might Not Outperform This Cycle
The end of 2007 was a tense time for commercial real estate. The subprime mortgage crisis had spread worldwide, the lending market had dried up, and the Federal Reserve began to cut interest rates in a bid to stop turmoil in the housing and financial markets from tanking the economy…
US Hotel Occupancy, RevPAR Tick Down in Week Ended July 29
US hotel performance showed mixed results during the week ended July 29, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets. Occupancy slightly dropped to 72.2% from 72.9% a week earlier and was up 0.6% from the comparable week in 2022.
Explainer: Moody’s latest views on the US government: The last triple-A standing
Moody’s remains the last of the three major credit rating agencies to maintain a top rating for the United States, after Fitch cut the sovereign rating earlier this week and Standard & Poor’s lowered it in 2011…
U.S. Industrial Leasing Down A ‘Staggering’ 47% From Last Year: JLL
The industrial sector is still delivering a wave of development across the country that started during the pandemic-era boom, but new data shows demand is not keeping up with the pace of new supply….
Rising Interest Rates a Boon for Blackstone BDC, Interval Fund Investors
As interest rates continue to rise, investors in Blackstone’s business development company (BDC) and interval fund are seeing a similar spike in distribution payments, reflecting the asset manager’s profit-generating prowess amid extended economic turbulence. On Blue Vault’s July 26 webinar, A Deeper Look at Blackstone, Senior Financial Analyst Luke Schmidt said both funds are performing very well, with Blue Vault data revealing healthy returns from the funds’ respective investments in software, healthcare, IT services, and other resilient industries…
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina August 3, 2023 | Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of...
Investors Looking To Seize On Depressed Property Valuations Create New Crop Of REITs National
It may seem like an odd time to launch a new commercial property venture, with interest rates at a 22-year high and valuations of basically every property type dropping, but a fresh wave of nontraded REITs has arrived to take advantage of those very same conditions…
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