Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Tender Offer Funds See Strong Capital Raise, Private Equity Push in Late 2024
Blue Vault’s alternative investment data includes coverage of 48 active tender offer funds. Of those, the five top capital-raisers in the second half of last year were all equity-focused.
Inside the Vault: An Exclusive Look at Individual Performance
To showcase our industry-leading alts analytics, we’ve unlocked the vault to give you an exclusive look at one of our individual performance pages.
ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight Managing Partner Joshua Ungerecht explains “How necessity-based real estate protects investors amid economic uncertainty.”
Recent News
Residential REITs Benefitting from Strong Balance Sheets and Leasing Tailwinds
Residential REITs Benefitting from Strong Balance Sheets and Leasing Tailwinds March 30, 2023 | Sarah Borchersen-Keto | Nareit Residential REITs offer investors a safe...
Cost of debt jumps for US companies in Q4’22
Cost of debt jumps for US companies in Q4’22 March 31, 2023 | Peter Brennan & Umer Khan | S&P Global Market Intelligence Rising interest rates and a slowing...
REITs Offer Diversification and Timeliness
REITs Offer Diversification and Timeliness March 30, 2023 | Nicole Funari | Nareit Recent research by Nareit shows that REIT returns have tended to bounce back—and...
Signs of Stress in Commercial Property
Signs of Stress in Commercial Property March 28, 2023 | Matt Phillips | Axios Stress is growing in the commercial property market. Why it matters: Everyone is watching...
JPMorgan Chase: How Multifamily Investors Can Prepare for a Recession
JPMorgan Chase: How Multifamily Investors Can Prepare for a Recession March 17, 2023 | JPMorgan Chase More than half of commercial real estate leaders—including those with...
CIM Real Estate Finance Trust Completes Sale of 151 Properties to Realty Income Corp.
James Sprow | Blue Vault | As previously reported, on December 29, 2022, certain subsidiaries of CIM Real Estate Finance Trust, Inc. entered into an Agreement of Purchase...
More articles…
Malls of Tomorrow Will Be Less Big Box, More Lifestyle, and Play Well With E-Commerce Too
Fourteen miles outside of Boston, the ground floor of what was a Sears at Burlington Mall has been stripped down to the steel. Renovations scheduled to finished in summer 2020 will transform…
Recently Published IFCEF Individual Reports
To see the latest individual performance pages, log in, hover over “Subscriber-Only Research”, and then click “Individual Funds and Nontraded CEFs” from the menu located…
Princeton Economics Professor Discusses the Role of Real Estate in a Long-Term Investor’s Portfolio
Princeton University economics professor Burton Malkiel is the author of “A Random Walk Down Wall Street,” an investment classic first published in…
Blue Vault Publishes October NTR Sales Breakdown
Blue Vault Publishes October NTR Sales Breakdown
Based on Blue Vault’s definition of a full-cycle event, how many nontraded BDCs have gone full-cycle?
Answer: Two nontraded BDCs have gone full-cycle. FS Investment Corporation listed on the NYSE on April 16, 2014. Corporate Capital Trust listed…
Blue Vault’s Webinar Panelists Ask the Tough Questions in Appraising Your Business’ Assets and Culture
Wealth advisors have much to consider after participating in Blue Vault’s on-demand webinar: “Succession Planning 2.0: Would you Buy Your Business?” Presented to enrich advisors business planning capabilities…
Where Are the Moats?
As we hear about the failures of certain IPOs and the failures of those amazing start-ups to generate profits after a few years of fantastic growth in revenues and customer counts, we must wonder if…
5 Challenges Hindering Technology Adoption by Financial Advisors
While the financial industry as a whole is rather quick to adapt to the digital age, not all segments of the industry are equally modernized. Financial planning in particular is notoriously slow…
October Nontraded REIT Capital Raise
Blue Vault received October sales totals for 17 effective nontraded REIT program offerings as of November 10. Sales reported by those 17 NTRs totaled…
Advisor Group and Ladenburg Thalmann to Combine, Creating $3 Billion IBD
Advisor Group and Ladenburg Thalmann (NYSE American: LTS) reached a merger agreement to create one of the nation’s largest independent broker-dealer (IBD) networks with…










