Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Unlocking the Power of an Advisor Hub: Why Educational Content Matters
An advisor hub is a centralized repository where advisors can access all the resources they need without searching through emails, contacting a wholesaler, or navigating a complex website.
Inland & Devon Announce Completion of New Class-A Self-Storage Redevelopment in New Jersey
The Camden redevelopment marks the 19th Inland Investments-Devon project delivered on behalf of investors in private offerings comprised of self-storage assets in diverse markets throughout the nation.
Concorde Promotes Sydney Hockaday to Managing Director of Marketing
Prior to her tenure at Concorde, Hockaday served as vice president of marketing at Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments.
Madison Capital Group Names Matt McCoy President of Madison Commercial
McCoy brings more than 25 years of real estate capital markets experience spanning more than $15 billion in equity, debt and advisory transactions.
Recent News
Blue Vault’s Research Coverage of Interval Funds
James Sprow | Blue Vault Blue Vault’s Interval Fund Research Blue Vault currently provides research reports on all interval funds of significant portfolio size, usually a...
Blue Vault Q3 2023 Individual Performance Page Update 01-08-2024
All Q3 2023 NTR Individual Performance Reports are now available for Blue Vault members to view (newly published pages are in bold font): American Healthcare REIT Q3 2023...
Update on Perpetual Non-Traded BDCs: Increasing Competition May Drive Performance Divergence Among BDCs
FitchRatings Recent Developments Rapid Growth: Perpetual non-traded business development companies (BDCs) have grown rapidly since Blackstone Private Credit Fund (BCRED) was...
Credit-Focused Alternatives Raise Record Capital, Fill Lending Gaps
Johnathan Rickman | Blue Vault With interest rates having stalled REITs’ record run of capital raising, credit-focused nontraded BDCs and interval funds are experiencing a...
Bluerock High Income Institutional Credit Fund Announces Q4 Regular Quarterly Distribution Plus Special Distribution at a 14.5% Annualized Rate
Bluerock High Income Institutional Credit Fund Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX,...
How much capital have the 11 active nontraded BDC programs raised via public offerings since inception?
Answer: The 11 active nontraded BDC programs have raised over $33.8 billion in public offerings since inception, as of Q2...
More articles…
As of June 30, 2021, which interval fund has reported a positive monthly return in 89 out of the last 102 months?
Answer: Since the beginning of 2013, Bluerock Total Income+ Real Estate Fund (Class A) has reported a positive monthly return in 89 of the last 102 months…
Amit Khanna: Future of Alternative Investments
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Digital Infrastructure in the Post-COVID Environment
A Blue Vault Webinar presented by the team from Strategic Capital Fund Management on July 15, 2021, featuring…
Eight Ways 1031 Exchange Changes Could Make Economic Waves
In recent months, the political spotlight has once again turned to a 100-year-old tax policy: the 1031 exchange. Often referred to as a “loophole” by detractors, a 1031 exchange, in simplest terms…
The Juice Isn’t Worth the Squeeze
Mr. President, there are many reasons why we shouldn’t cap the 1031 like-kind exchange.
Ben Aitkenhead: What is Single Family Rental?
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Gary Davi: Building a Tech Roadmap
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Inside the V(ALT), with Gary Davi
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Clip: Helping the Wholesaler and Advisor
In this clip from Inside the V(ALT), Gary Davi explains how better data supports both the wholesaler and advisor.
How many different Sponsors report their private placement data to Blue Vault?
Answer: 24 different product sponsors report their private placement data to Blue Vault. Data provided includes asset type…











