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Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
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ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
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Humanize Your Brand with Edutainment
Marketing Intent In your industry the stakes are high, the topics are complex, and the audience is discerning. Yet, even in this serious and professional sector, there is...
In terms of total assets, what percentage of the interval fund industry is made up of the ten largest funds?
Answer: In terms of total assets, the ten largest interval funds make up 69.9% of the industry total, led by Cliffwater Corporate Lending Fund making up 32.7% of the...
Types of Alts: Structures, Strategies, and Solutions
Johnathan Rickman | Blue Vault Thanks to fast-evolving innovations in fund structures, alternative investments — the broad category of assets that extend beyond stocks,...
ExchangeRight REIT Credit Facility Increases to $135 Million Following Fifth Third Bank’s Increased Commitment
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that Fifth Third Bank has increased its...
Blue Vault’s Latest Nontraded Preferred Share Performance Reports
Blue Vault published Individual Performance Pages (IPPs) for these nontraded preferred shares of traded REITs and BDCs: Ashford Hospitality Trust, Inc. Q4 2024 Creative...
VENTURE.co Launches VENTURE.co Fund Services to Transform Fund Administration
VENTURE.co Services VENTURE.co Services is proud to announce the launch of VENTURE.co Fund Services, a comprehensive fund administration and transfer agent solution for real...
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Newly Published Interval Fund, Tender Offer Fund & Nontraded LLC Performance Reports
Blue Vault is pleased to announce the publication of the following interval fund, tender offer funs, and nontraded LLC individual performance reports for the period ending March 31, 2023 Interval Funds ACAP Strategic Fund March 31, 2023 Alternative Credit Income Fund...
Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the quarter?
The answer is in Blue Vault’s comprehensive alternative investment database.
Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives
CaliberCos Inc. (NASDAQ: CWD), a leading vertically integrated alternative asset manager, today announced the expansion of its internal wholesale team, which will significantly extend its reach into the Registered Investment Advisor (RIA) and independent broker-dealer channels…
Legion Capital Selects Wealthforge as Managing Broker-Dealer
Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey | WealthForge Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from WealthForge’s deep...
May 2023 Reported Nontraded REIT Sales Up 11.3% from April 2023
Blue Vault received April 2023 sales totals for ten nontraded REIT program offerings as of June 25, 2023. Sales reported by those ten NTRs totaled $198.4 million, up 11.3% from $178.2 million in April for the same ten NTRs, and down 68% Y-O-Y from the $627.9 million in sales in May 2022…
Overmoon Hires Jen Ricci as Head of Retail Capital Markets
“We are incredibly excited to have Jen on the team at Overmoon as we develop partnerships with the best broker-dealers and RIAs in the country…”
Ashford Securities $500 Million In Capital Raised Since 2021
To date, over 88 independent broker-dealers and RIAs have utilized the investment products distributed by Ashford Securities.
Ashford Securities Announces $500 Million In Capital Raised Since 2021
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), is pleased to announce that it has reached a milestone of $500 million, including $42.1 million from institutions, in capital raised in less than two years of serving investors via the independent broker-dealer and RIA distribution channels.
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an essential part of investor relations. The ease and speed with which an investor is brought into a...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
In New York and London, owners of gleaming office towers are walking away from their debt rather than pouring good money after bad. The landlords of downtown San Francisco’s largest mall have abandoned it. A new Hong Kong skyscraper is only a quarter leased…
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