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New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
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Recent News
Blackstone’s BREIT and other funds curb investor redemptions
Blackstone’s BREIT and other funds curb investor redemptions January 16, 2023 | Arleen Jacobius | Pensions & Investments While open-end real estate fund managers...
Blackstone Venture Adds Five Data Centers in Sector’s Largest US Market
Blackstone Venture Adds Five Data Centers in Sector’s Largest US Market January 12, 2023 | Katherine Hamilton and Mark Heschmeyer | CoStar News Blackstone Group has...
Remote and Hybrid Work Hold Keys to the Future for Office Sector
Remote and Hybrid Work Hold Keys to the Future for Office Sector January 4, 2023 | Edward F. Pierzak | Nareit Office REITs own and manage office real estate and rent...
US Hotel Metrics Drop in Week Ended January 7
US Hotel Metrics Drop in Week Ended January 7 January 12, 2023 | Zeeshan Murtaza | S&P Global Market Intelligence U.S. hotel industry metrics weakened during the week...
Triton Pacific Capital Partners Announce Partnership with Integrated Pain Associates
Triton Pacific Capital Partners Announce Partnership with Integrated Pain Associates January 10, 2023 | Triton Pacific Capital Partners Triton Pacific Capital Partners,...
VICI Properties completes acquisition of MGM Grand Las Vegas & Mandalay Bay Resort
VICI Properties completes acquisition of MGM Grand Las Vegas & Mandalay Bay Resort January 10, 2023 | Charlie Horner |SBCAmericas VICI...
More articles…
Are Dollar Stores The True Retail Disrupters?
Lost in all the news this past week about Amazon’s massive Prime Day results,
What Are the Structural Factors That Boost Long-Term REIT Performance?
REITs have provided investors solid returns over the years, despite short-term zigs and zags along the way, in part…
How Amazon’s expanding U.S. brick-and-mortar footprint stacks up against other big retailers
Amazon’s rapidly growing brick-and-mortar footprint …
Inflation Protection from REITs: Constructing a Diversified Inflation-Protecting Portfolio
In two recent market commentaries I analyzed the inflation-protecting attributes of REITs and four other…
Update on American Finance Trust’s Nasdaq Listing
NOTE: This article has been updated from a previous version.
In a press release on July 19, Finance Trust, Inc. (“AFIN”) announced that it had successfully completed…
FS Investment Corp and Corporate Capital Trust to Merge
On July 23, 2018, it was announced that FS Investment Corporation (NYSE: FSIC) and Corporate Capital Trust, Inc. (NYSE: CCT) entered into a definitive agreement
What is the median debt ratio for open and closed nontraded REIT programs?
Answer: The median debt ratio for all open nontraded REIT programs as of March 31, 2018, was 39%, compared to a median debt ratio of 45% as of March 31, 2017. The median debt ratio for all closed nontraded REIT programs as of March 31, 2018, was 51%, compared to a median debt ratio of 48% as of March 31, 2017.
Why Are More RIAs Looking to Alternatives?
Why Are More RIAs Looking to Alternatives? July 19, 2018 | Beth Glavosek | Blue Vault Registered Investment Advisor (RIA) advisers have historically shied away from alternative investments because of the fees associated with them and a lack of access to alternatives...
Phillips Edison & Company to Merge with Phillips Edison Grocery Center REIT II
On July 17, 2018, Phillips Edison & Company, Inc. (“PECO”) and Phillips Edison Grocery Center REIT II, Inc. (“REIT II”) entered into an agreement and plan of merger, with…
Of the Interval Funds covered by Blue Vault, which fund reported the highest six-month return for the period ending March 31, 2018?
Answer: Total Income+ Real Estate Fund reported total six-month returns of 4.14% (Class A), 3.75% (Class C), 4.20% (Class I) and 3.83% (Class L), outpacing the remaining Interval Funds covered by Blue Vault.
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