Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
LODAS Markets Becomes First to Execute Fully Electronic Secondary Market Trades of Delaware Statutory Trusts
LODAS Markets has successfully completed the first fully electronic trades of Delaware Statutory Trust (DST) assets in the secondary market, marking a significant advancement in the liquidity and efficiency of DST transactions.
Don’t Let Your Messaging Get Lost: How To Balance Design And Clarity On Your Website
Transforming your website into something edgy and exciting is great, but don’t let your core message get lost. Focus on clear, concise messaging by prioritizing content, using straightforward headlines, and enhancing your design with supportive visuals and effective calls to action.
Madison Communities Names McCarley Davis as President to Drive Growth and Operational Excellence
Madison Communities has appointed McCarley Davis as their new President, bringing his extensive experience and leadership in multifamily residential development.
Which nontraded REIT disposed of the most properties in the first quarter of 2024?
To access in-depth research and insights, start your Blue Vault membership today!
Recent News
Ashford Securities Announces February 17, 2023 as Final Close Date for Braemar Hotels & Resorts Series E & Series M Preferred Stock Offering
Ashford Securities Announces February 17, 2023 as Final Close Date for Braemar Hotels & Resorts Series E & Series M Preferred Stock Offering Ashford Securities LLC...
Carron Schmick: BV Summit 2023 – A Golden Opportunity
In this video, Carron Schmick (Ridgeline Private Wealth) explains why attending the 2023 Blue Vault Bowman Alts Summit is a golden opportunity for gathering aspects to build...
Ten Q3 2022 Nontraded BDC Individual Performance Pages Published
Ten Q3 2022 Nontraded BDC Individual Performance Pages Published The following Q3 2022 Nontraded BDC pages are now available to Blue Vault subscribers: Open BDCs -Apollo...
Richard Hillson: BV Summit 2023 Making Alts More Accessible
In this video clip, Richard Hillson (Hillson Consulting) explains the importance of attending the 2023 Blue Vault Bowman Alts Summit to gain valuable knowledge and make alts...
October Total Returns to Continuously Offered NTRs Lowest Since March 2020
October Total Returns to Continuously Offered NTRs Lowest Since March 2020 November 23, 2022 | James Sprow | Blue Vault The 14 continuously offered nontraded REIT programs...
Blackstone REIT Share Repurchases Approaching Quarterly Limits
Blackstone REIT Share Repurchases Approaching Quarterly Limits November 23, 2022 | James Sprow | Blue Vault Recent comments by industry experts have suggested that share...
More articles…
Surprise! The SEC Is Here! Are You Prepared?
How RIAs should handle the SEC’s unannounced examinations.
Are The Proposed Fiduciary Rules Good For Investors?
The additional liability on investment advisors would provide greater transparency for investors and more information to help them make the right decisions, KBS’s Chuck Schreiber tells GlobeSt.com.
Which Nontraded BDC reported the lowest Annualized Operating Expense Ratio in through the first two quarters of 2017?
Answer: NexPoint Capital, Inc. recorded an Annualized Operating Expense Ratio of 1.80%. The next lowest ratio was recorded by CION Investment
FINRA Makes Advisory Committees More Transparent
Financial Technologies Forum
Survey Reveals Financial Services Industry Slow to Adopt Growth-Driving Initiatives
Nearly Three Quarters of Financial Professionals View Political and Regulatory Uncertainty as the Main Challenge to Business
Exclusive Research Reveals Stable Outlook for the Multifamily Sector
While sentiment has dampened slightly, investors still prefer apartments over other commercial real estate property types.
Bluerock Residential Growth REIT Beats FFO Estimates
“…Bluerock attributed much of its total revenue growth to the past year’s significant investment activity and pointed to this year’s sale of four properties as an offsetting factor.”
Through the first six months of 2017, what percentage of total capital raise in the Nontraded BDC sector was recorded by the top three Nontraded BDCs?
Answer: Of the $558.6 million raised, 58.2% of total capital raise came from the following three BDCs: FS Investment Corporation III ($137.8 million), FS Investment Corporation IV ($114.1 million), and Carey Credit Income Fund, Shares 2016 T and I ($73.4 million). Note: Carey Credit Income Fund is now known as Guggenheim Credit Income Fund
An Introduction to Interval Funds
Closed-end interval funds are a relatively new way for investors to participate in alternative investments like real estate. But what are they, and how are they different from other real estate offerings?
FINRA board rife with conflicts of interest, new report finds
A new report by a group of securities arbitration attorneys calls into question FINRA’s ability to protect investors given alleged conflicts of interests on its board.







