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Blue Vault Publishes Interval Fund, Nontraded LLC Performance Reports for March 31, 2026
Which tender offer fund converted to an interval fund? Read more to find out.
Blue Vault Q1 2026 Nontraded REIT and BDC Industry Reviews are Available
Find impactful industry metrics in the newly published Industry Reviews.
Blue Vault 2026 Alternative Investments Outlook and Select Sector Reports
Blue Vault’s 2026 Alternative Investments Outlook provides market insights, sector analysis, and perspectives from leading alternative investment sponsors.
All Blue Vault Q1 2026 Nontraded REIT Performance Reports are Now Available
Blue Vault has published all 40 Nontraded REIT Individual Performance Pages for Q1 2026.
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Recent News
NexPoint Launches Small Bay III DST Offering
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Small Bay III DST (the “Offering”), a Delaware statutory trust...
Short Videos are Powerful
Marketing Intent Advisors are constantly pulled in multiple directions. Between managing client portfolios, responding to market shifts, and evaluating new products, their...
Emma Skedgel Joins SEI’s Defined Contribution Team
SEI SEI® (NASDAQ:SEIC) today announced the appointment of Emma Skedgel as Sales Director of Defined Contribution (DC), responsible for building and deepening relationships...
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Answer: Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, only one new nontraded REIT has entered the market this year: StratCap Digital Infrastructure...
Why Choose a REIT Over Other Investment Vehicles?
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...
It’s Not Just One Number: How Advisors Should Evaluate REITs
Evaluating REITs requires more than one financial indicator. ExchangeRight’s Warren Thomas shares how a combination of key metrics provides a fuller, more accurate...
More articles…
Private equity fundraising down 35% in Q2, Preqin says
Private equity funds worldwide had a difficult time on the fundraising trail in the second quarter, raising a combined $106.7 billion, down from $164.4 billion in the prior quarter and also down from $165.3 billion in the year-earlier quarter, according to a just-released Preqin report….
REITs: What’s Ahead for the Second Half of 2023
As we look ahead to the second half of 2023, the economic and commercial real estate (CRE) environment will continue to be shaped by global central banks’ fight against inflationary pressures that have been more persistent than expected….
Smaller Apartment Markets Become a Great Investment Opportunity
Due to work-from-home and hybrid work options and the appeal of more affordable lifestyles, many people have left big cities behind and are calling less costly, less congested smaller markets home. In such places, the desire for a work-play balance becomes more of a reality than just part of a wish list…
Infill industrial transload facility trades for $74.7M in Savannah
JLL Capital Markets announced today that it arranged the $74.7 million sale of an infill industrial, build-to-suit transload facility totalling 136,240 square feet in Savannah, Georgia…
Apartment Developers Turn to Non-Bank Lenders for Construction Loans
Apartment developers are finding ways to pay for new construction projects–without using loans from traditional banks. For years, multifamily developers have relied on large, short-term loans from banks to finance the construction of new apartment buildings. But rising interest rates and a string of banks failures—most prominently Silicon Valley Bank, Signature Bank and First Republic Bank—have thrown a shock to capital markets.
Top 5 Advantages of Rule 506(c)
Top 5 Advantages of Rule 506(c) July 25, 2023 | Jim Raper | WealthForge When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule 506 of Regulation D was split into 2 distinct exemptions, 506(b) and 506(c). 506(b) preserved...
Stacy Chitty: When Dividend Yields Can Be Deceptive
There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).
ExchangeRight Fully Subscribes $98 Million Net-Leased Portfolio Designed for Recession Resilience
Warren Thomas, a managing partner at ExchangeRight, explained that NLP 59 is designed to focus on tenants and industries that have been historically resistant to economic downturns
June 2023 Reported Nontraded REIT Sales Down 11.3% from May 2023
Blue Vault received June 2023 sales totals for ten nontraded REIT program offerings as of July 19, 2023. Sales reported by those ten NTRs totaled $176.0 million, down 11.3% from $198.4 million in May for the same ten NTRs, and down 72% Y-O-Y from the $630.7 million in sales in June 2022. FS Credit Real Estate Income Trust led the reporting REITs once again with $55.3 million in June, down 58% from $133.2 million in May. Next was Nuveen Global Cities REIT with $25.6 million, down 21% from the REIT’s May sales of $32.5 million.
Carron Schmick: Use Cases for Alts
Carron Schmick highlights how alts can meet clients’ needs, how she explains alts to clients, and how receptive the clients are.
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