Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-4-2024
Count on Blue Vault for your Alternative Investment information needs.
‘Ticking time bomb’: Plunging office values alarm Washington
Fed Chair Jerome Powell has voiced concern, saying that commercial real estate risk “will be with us for some time, probably for years.”
CIM White Paper: Uncovering Value
Explore the benefits of a multi-strategy approach to alternatives in CIM’s white paper, including performance, lower volatility, and adaptability.
Links Car Wash Appoints Marlene Arteta as Executive Vice President of Capital Markets to Spearhead Fundraising and Investor Relations
Links Car Wash has named Marlene Arteta as Executive Vice President of Capital Markets. She will lead the company’s fundraising efforts and manage investor relations, playing a crucial role in driving Links Car Wash’s ambitious growth strategy.
Recent News
October 2022 Reported Nontraded REIT Sales Down 39% From September
October 2022 Reported Nontraded REIT Sales Down 39% From September November 21, 2022 | James Sprow | Blue Vault Blue Vault received October 2022 sales totals for eleven...
Sean Raft: The Key to a Successful Partnership with Sponsors
In this video clip from the panel webinar, 506(c) Best Practices: Part 2, Sean Raft (Urban Catalyst) explains the key to a successful relationship with...
CAIS: Performance Dispersion in Alternative Asset Classes
CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to...
Apollo Debt Solutions Announces Monthly Distribution Increase
Apollo Debt Solutions Announces Monthly Distribution Increase November 16, 2022 | Apollo Global Management, Inc. Apollo Debt Solutions BDC (“ADS” or the “Fund”) today...
FS Credit Real Estate Income Trust to Increase Distribution Rates?
FS Credit Real Estate Income Trust to Increase Distribution Rates? November 17, 2022 | James Sprow | Blue Vault On November 3, an SEC filing stated that FS Credit Real...
What Fundraising Woes? PE Giants Are Raking in Cash.
What Fundraising Woes? PE Giants Are Raking in Cash. November 15, 2022 | Hannah Zhang | Institutional Investor Private equity fundraising on average may be down this year,...
More articles…
Schwab IMPACT: SEC Should Consider B/D-Only Rules
Investment advisors prefer that the SEC leaves the Investment Adviser’s Act fiduciary duty alone.
RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
SEC Filings Part 2: A Closer Look at Some Key Issues
SEC Filings Part 2: A Closer Look at Some Key Issues November 15, 2017 | by Beth Glavosek | Blue Vault The Securities and Exchange Commission (SEC) aims to make it as easy as possible for investors to fully research companies before they invest in them. You can use...
Interval Funds Explained
What is an “interval fund”? Interval funds are SEC-registered closed-end funds that provide continuous offerings of their securities. They usually price and sell their shares daily, but do not list them on an exchange. They redeem shares by making periodic repurchase (tender) offers at net asset value in compliance with Rule 23c-3(b) of the Investment Company Act of 1940.
Through June 30, 2017, how many Nontraded REITS, both open and closed, recorded total capital raise since inception of more than $1.0 billion?
Answer: 23 NTRs passed the $1.0 billion threshold, led by InvenTrust Properties at $8.325 billion.
Industrial REIT CEO discusses biggest distribution challenges
Jim Cramer spoke to DCT Industrial Trust CEO Phil Hawkins about the real estate market in the age of e-commerce.
SAPVoice: Changing Blockchain Talk To Action: Two Steps For The Financial Industry
SAPVoice: Changing Blockchain Talk To Action: Two Steps For The Financial Industry October 31, 2017 | Susan Galer | Forbes Blockchain is anything but business as usual for the financial industry. Decision-makers at traditional banks and other financial service...
Rodin Global Property Trust Updates NAV, Reports Capital Raised to Date
On November 8, 2017 the board of directors of Rodin Global Property Trust, a publicly registered nontraded REIT, approved an estimated net asset value as of September 30, 2017 of $24.89 per share for Class A Shares and Class I Shares and $24.88 per share for Class T Shares.
Markets Need a Single, Official Definition of “Fiduciary”
Regulators need to put forward a unified definition of fiduciary duty so that investors and advisors can have a fully informed debate on the matter.
The Reinvention Of Physical Retail Is Here — 7 Things To Know As Of Q3
Contrary to popular belief, the retail industry is not on its last legs.










