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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.

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Emerging Trends in Real Estate® 2023

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...

Mike Huisman: Need to Move Quickly

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...

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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...

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...

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...

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