Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast clip.
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Recent News
Capital Square Delivers Approximately 200% Total Return* to DST Investors in Georgia Multifamily Sale
Capital Square Delivers Approximately 200% Total Return* to DST Investors in Georgia Multifamily Sale November 7, 2022 | Capital Square Capital Square, one of the nation’s...
Capital Square Completes Acquisition of 324-Unit FarmHaus Apartment Community Located in Huntsville Suburb of Madison, Alabama
Capital Square Completes Acquisition of 324-Unit FarmHaus Apartment Community Located in Huntsville Suburb of Madison, Alabama November 1, 2022 | MultifamilyBiz Capital...
Emerging Trends in Real Estate® 2023
Emerging Trends in Real Estate® 2023 November 2, 2022 | Urban Land Institute & PwC Interest rates are rising, economic clouds are darkening, and real estate deal flows...
Gladstone Commercial Provides a Business Update
Gladstone Commercial Corporation (Nasdaq:GOOD) (“we” or “Gladstone Commercial”) is a real estate investment trust (“REIT”) focused on...
Mike Huisman: Need to Move Quickly
In this video clip from Alts Week 2022, Mike Huisman (Senior VP, UMB) discusses the need to move quickly in the world of...
CRE Debt Markets Hit Stormy Waters Amid Rising Interest Rates
CRE Debt Markets Hit Stormy Waters Amid Rising Interest Rates November 1, 2022 | Andrew Coen If the commercial real estate lending climate from 2012 to mid-2022 was the...
More articles…
Carter Validus Mission Critical REIT II Announces Updated NAV
Carter Validus Mission Critical REIT II Announces Updated NAV September 29, 2017 | Luke Schmidt | Blue Vault On September 28, 2017, the board of directors of Carter Validus Mission Critical REIT II, Inc., a publicly registered non-traded real estate investment trust,...
Sierra Income Provides Funding for Acquisition
Sierra Income Provides Funding for Acquisition September 28, 2017 | Luke Schmidt | Blue Vault On September 27, 2017, Sierra Income Corporation, a business development company that makes senior secured investments in U.S. middle market companies, and its affiliate,...
Carey Credit Income Fund 2016 T Updates NAV
Carey Credit Income Fund 2016 T Updates NAV September 28, 2017 | Luke Schmidt | Blue Vault On September 27. 2017, Carey Credit Income Fund 2016 T determined its net asset value to be $9.11 per share pursuant to the Company’s share pricing procedures as approved by the...
Carter Validus Mission Critical REIT II Acquires Silverdale Healthcare Facility
Carter Validus Mission Critical REIT II Acquires Silverdale Healthcare Facility September 28, 2017 | Luke Schmidt | Blue Vault On August 25, 2017, Carter Validus Mission Critical REIT II, Inc. acquired the Silverdale Healthcare Facility for a $9.6 million contract...
Moody National REIT I and Moody National REIT II Close Merger
Moody National REIT I and Moody National REIT II Close Merger September 28, 2017 | Luke Schmidt | Blue Vault On September 28, 2017, Moody National REIT II, Inc. announced the closing of its merger with Moody National REIT I, Inc. As a result of the merger, Moody...
The Art of Wholesaling
In an upcoming blog series, Blue Vault is going to examine the role of the wholesaler in the financial services industry.
It’s been said that wholesalers are the ‘muscle’ behind the billions of dollars of fund shares sold through advisors and bought by investors each year. A wholesaler is someone who represents a product sponsor and its offerings. Known for being ‘road warriors’ who travel the country, wholesalers visit advisors and Broker Dealers to educate them about the benefits of the sponsor’s offerings and the unique value they bring to the marketplace of investments.
RC Acquisitions Cancels $280M Acquisition with KBS REIT II
RC Acquisitions Cancels $280M Acquisition with KBS REIT II September 27, 2017 | Luke Schmidt | Blue Vault On September 25, 2017, RC Acquisitions, LLC, a Pacific Reach Properties affiliate, exercised its right to terminate an agreement to purchase the Union Bank Plaza...
How did the median distribution yield in Q2 2017 compare between open nontraded REITs and closed nontraded REITs?
How did the median distribution yield in Q2 2017 compare between open nontraded REITs and closed nontraded REITs? Answer: The median distribution yield for open nontraded REITs was 5.57% while the median distribution yield for closed nontraded REITs was...
Blue Vault to Present at 2017 Kovack InTouch National Conference
Blue Vault Presented at 2017 Kovack InTouch National Conference Blue Vault presented, “Nontraded REITS are Like Mules” on Monday, October 2nd at 3:45pm at the 2017 Kovack InTouch National Conference. Visit the Blue Vault Booth Monday through Wednesday during the...
Phillips Edison Grocery Center REIT I Shareholders Approve Internalization
Phillips Edison Grocery Center REIT I Shareholders Approve Internalization September 27, 2017 | Luke Schmidt | Blue Vault At its annual stockholders meeting on September 20, 2017, stockholders of Phillips Edison Grocery Center REIT I, Inc. approved the proposal, dated...










