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BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
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Recent News
Roaring ‘20s Redux? Explore Bull Market Upsides at January Community Groups Meeting
Johnathan Rickman | Blue Vault Despite prolonged inflationary pressures and higher interest rates, financial markets have steadily rebounded from their post-pandemic lows,...
ExchangeRight Recruits Bill Auble as Senior Vice President of the Great Plains Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that Bill Auble has joined its growing...
Peachtree Group Appoints Industry Veteran Josh Rubinger to SVP of National Accounts
Business Wire | Peachtree Group Peachtree Group (“Peachtree”) announced today that Josh Rubinger has joined as senior vice president of national accounts for...
2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption
David Bodamer | WealthManagement.com The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth...
Bluerock Value Exchange Fully Subscribes $41.2 Million Diversified Industrial Portfolio III DST
Bluerock Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has fully...
How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?
Answer: As of June 30, 2022, the average distribution rate among open nontraded BDCs was 7.24%. The average distribution rate increased to 8.33% as of June 30, 2023, and...
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REITs historically perform well during and after recessions
The FTSE Nareit All Equity index, consisting of REITs that exclude mortgages, generated a 15.9% annualized return during recessions…
Blackstone CEO Says Two Big Bets Will Keep Paying Off for Its Real Estate Fund
Blackstone CEO Stephen Schwarzman said exposure to warehouses and apartments buoyed its mega real estate fund in a punishing environment…
Luke Schmidt: BDC Quarterly Capital Raise
In this video clip from the BV Q3 2022 Performance Update & Review, Luke Schmidt (Senior Financial Analyst, Blue Vault)…
James Sprow: NTRs Capital Raise for Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, James Sprow (Senior VP, Research for Blue Vault) discusses some of the key events for nontraded REITs in Q3 2022, specifically the amount of capital raised…
Cantor Fitzgerald Announces the Sale of Rivertop Apartments in Nashville, Tennessee
“Rivertop Apartments is uniquely located on an elevated site with scenic views of the Cumberland River within the vibrant Nashville market,” said Aaron Wessner, Managing Director, Head of Capital Markets, Cantor Fitzgerald Asset Management.
Unions ask UC Investments to divest from Blackstone REIT
A coalition of unions representing workers at the University of California is calling for University of California Board of Regents…
Investors Seek to Pull $20 Billion From Core Real Estate Funds
Some of the biggest investors in US commercial real estate are looking to cash in before property values slide further…
December 2022 Reported Nontraded REIT Sales Up 50.4% From November
Blue Vault received December 2022 sales totals for eleven nontraded REIT program offerings as of January 17, 2022. Sales reported…
Gladstone Land Corporation Announces First Closing for its Series E Preferred Stock Offering
“We are excited by the early positive reception of our Series E Preferred Stock offering in the independent broker-dealer and registered investment advisor channels with the first closing occurring within two months of filing the prospectus supplement.”
Capital Square Reports Record Year: $2.29 Billion in Acquisitions and More Than $1 Billion in Equity Raised in 2022
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of multifamily communities…
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