Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.
Blue Vault’s Latest Research Update
See a list of Blue Vault’s latest published research reports, including some newly-covered funds.
Why Social Media Delivers Even When Engagement Looks Invisible
Social media often performs its most valuable work behind the scenes, quietly shaping perceptions, strengthening credibility, and laying the groundwork for new business opportunities.
At the end of Q2, which nontraded BDC offerings had the highest distribution yields across share classes?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC
Cantor Fitzgerald Affiliates of Cantor Fitzgerald, L.P., (“Cantor Fitzgerald”), a leading global financial services firm and real assets investment company, and Silverstein...
Blue Vault’s Performance Page Update: Interval Funds, Tender Offer Funds, and Nontraded LLCs
These Interval Fund, Tender Offer Fund, and Nontraded LLC Individual Performance Pages (IPPs) are now available for Blue Vault members to view on the Blue Vault website....
Inland Delivers 1.75 Equity Multiple with a Suburban Chicago Retail Sale
The Inland Real Estate Group Inland Private Capital Corporation (“IPC”), an industry leading real estate investment manager, today announced the sale of a retail property...
Durable Assets with Brad Watt, Founder and CEO Petra Capital Properties
Brad Watt talks about how investors are looking for durable assets in this webinar...
1031’s with Brad Watt, Founder and CEO Petra Capital Properties
Brad Watt shares his take on the role of 1031’s in an portfolio in this webinar...
Bluerock High Income Institutional Credit Fund Announces Q3 2024 Distribution at a 14.4% Annualized Rate
Bluerock High Income Institutional Credit Fund Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX,...
More articles…
A 900% Jump in Hedging Costs Looms Over Commercial Mortgages
A fee on US commercial mortgages has surged so high that borrowers can’t ignore it and may not be able to afford it…
U.S. Single-Tenant Net-Leased Retail National Report
Brick and Mortar Retailers Pivot as Store-Based Spending Improves; Investors Cautiously Optimistic on Single-Tenant Sector…
Non-Traded REITs Continue to Grab Record Capital Inflows
“It’s a combination of the products being of a caliber that work and a desire on the part of individuals and financial advisors to increase the portion of alternatives in their portfolios,” says Zachary Vaughan, a managing partner at Brookfield Asset Management and CEO of Brookfield REIT
Blackstone Real Estate Income Trust Completes $3.7 Billion Acquisition of Resource REIT
Blackstone (NYSE: BX) today announced that Blackstone Real Estate Income Trust, Inc. (“BREIT”) has completed its previously announced…
Does the Stock Market Have You Down? Consider These Alternative Real Estate Investments.
Over the short term, stocks often move in the same direction. That’s great when the market is rallying, not so much when it’s in free fall…
UDF Executives Sentenced to Combined 20 Years in Prison
our United Development Funding executives have been sentenced to a combined 20 years in federal prison for fraud, announced U.S. Attorney…
Centersky: Evolution of Distribution Channels
Gary Davi (Centersky) discusses how distribution options and channels have evolved in this clip from Alts Week 2022.
iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable
iCapital Market Pulse: Five crypto questions as stablecoins prove not so stable May 19, 2022 | Anastasia Amoroso | iCapital Investors are understandably concerned about the future of crypto in the wake of the collapse of stablecoin Terra and given continued weak...
What was the merger consideration offered to Class A Common shareholders in Watermark Lodging Trust Inc. in the merger with Brookfield announced on May 6, 2022?
What was the merger consideration offered to Class A Common shareholders in Watermark Lodging Trust Inc. in the merger with Brookfield announced on May 6, 2022? Answer: The merger consideration offered to each share of Class A Common Stock of the Company that is...
Urban Catalyst: More Than Fund Managers
When investors are considering putting their capital gains into a Qualified Opportunity Zone Fund, they have lots of choices…








