Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Egan-Jones Supports All NexPoint Nominees for UDF IV Annual Meeting
Cites UDF IV Board and Management Entrenchment, Lack of Transparency, Shareholder Value Erosion and Breach of Shareholder Trust
Madison Commercial Completes and Sells Fully-Leased Retail Development on Cherry Road in Rock Hill, S.C.
Madison Commercial delivers and sells Phase 2 of its Cherry Road retail development, attracting top national tenants and revitalizing a high-growth area in Rock Hill, S.C.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update
Stay informed about alts performance. Become a Blue Vault member.
Custom Websites For Alternative Investment Firms: Why They Matter
Learn how a custom website can elevate your firm’s online presence, with tailored design, engaging content, and compliance that builds trust in the alternative investment space.
Recent News
Advisor, Kevin Best: Looking Forward to Networking with Other Advisors at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) says that he will be looking forward to networking with his fellow advisors at the 2023 Blue Vault Bowman Alts Summit...
Advisor, Kevin Best: Finding New Ways to Incorporate Alts into Your Practice at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) explains that he is looking forward to learning about new product types and structures and ways to incorporate them...
Advisor, Kevin Best: Access to Sponsors at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) explains how networking with sponsors is an important reason to attend the 2023 Blue Vault Bowman Alts Summit March 6-8...
Publicly Traded REITs vs. Non-Traded REITs: What’s the Difference?
Publicly Traded REITs vs. Non-Traded REITs: What’s the Difference? February 20, 2023 | Edward Fernandez | Kiplinger With the equity market as volatile as ever, investors are...
Arbor Report Finds Rental Housing Insulated from Economic Contraction, Risk Factors Endure
Arbor Report Finds Rental Housing Insulated from Economic Contraction, Risk Factors Endure February 14, 2023 | Sarah Daniels | Rebusiness Online Rental housing is uniquely...
Blackstone’s Breit Lagged Public REITs in January. What to Know.
Blackstone’s Breit Lagged Public REITs in January. What to Know. February 17, 2023 | Andrew Bary | Barron’s Blackstone Real Estate Income Trust, known as Breit, had a...
More articles…
Tax Benefits Aren’t The Biggest Benefit of Opportunity Zones
Investors are lining up to buy projects in qualified opportunity zones and take advantage of the subsequent tax benefits, but the capital gains tax forgiveness is…
Oaktree’s Nontraded REIT Program Public Offering Status
Oaktree Real Estate Income Trust, Inc. was formed on July 27, 2017. The Company was organized to invest primarily in well-located, high quality commercial…
Looking at REIT Leverage versus Other Stock Market Sectors
Do we need to worry that equity REITs are carrying too much debt? I analyzed REITs listed in the S&P 1500 as of February 25, 2019 for their debt issues…
Cap Rates in the Net Lease Sector Continue to Inch Up
Cap rates in the single-tenant net lease sector continued to go up slightly in the first three months of the year, according to the most recent report from…
Update on Multifamily Rent Control Prospects
In a February article, Blue Vault illustrated the economic arguments for why rent controls do not succeed in providing more affordable rental housing for…
Investment In Real Estate Tech Companies Up 607% Year Over Year (But Only If You Count The We Company)
Investor eagerness to put money into real estate tech companies reached new highs during the first quarter of 2019, according to a new report by CRETech…
Five Fintech Buzzwords That Need to Die
When it comes to confusing jargon and empty buzzwords, few fields are as guilty as the financial services or tech industry. When the two come together, it’s a Venn diagram of awful terminology…
Treasury Sheds More Light on Opportunity Zone Rules
The Treasury Department has released another round of proposed regulations clarifying how Opportunity Zone investments and developments will work. Like earlier rounds, these new rules appear to be generally favorable to the…
Foreign Investment in U.S. Industrial Properties Spiked 152 Percent in 2018
According to new data from CBRE Research and Real Capital Analytics, foreign property investors made $14.4 billion worth of U.S. industrial real estate acquisitions in 2018, up a whopping 152% year-over-year due…
Despite ‘Retail Apocalypse,’ U.S. Grocery Store Openings Jumped 30 Percent in 2018
While a new report by investment firm USB estimates 75,000 more U.S. stores could close by 2026 as the shift to online shopping expands, it appears that the grocery sector continues bucking that trend…








