Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight fully subscribes Net-Leased All-Cash 8 DST, offering 5.20% income from necessity retail tenants and tax-deferred exit strategies.
How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.
Alternative Investments: A Primer for Advisors
Are you a wealth advisor new to alts? Review this primer to get you started!
Recent News
ADISA Publishes A Guide to DST 1031 Best Practices (2022)
ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment...
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...
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NexPoint Capital, Inc. Announces Results of Tender Offer for Common Stock
NexPoint Capital, Inc. Announces Results of Tender Offer for Common Stock October 5, 2017 | James Sprow | Blue Vault NexPoint Capital, Inc., a nontraded publicly registered business development company and affiliate of Highland Capital Management, L.P., today...
SmartStop Files $1 Billion Student and Senior Housing Nontraded REIT Offering
SmartStop Files $1 Billion Student and Senior Housing Nontraded REIT Offering October 5, 2017 | James Sprow | Blue Vault SmartStop Asset Management LLC, a sponsor of nontraded REITs and other direct investment offerings previously focused on self-storage assets, has...
$31M settlement of shareholder suit against RCS Capital, Nicholas Schorsch
$31M settlement of shareholder suit against RCS Capital, Nicholas Schorsch October 4, 2017 | Tobias Salinger | Financial Planning Remnants of bankrupt company RCS Capital must pay shareholders $31 million as part of a settlement approved Thursday in federal court....
SEC Working Toward a Proposal on a New Fiduciary Rule
On Wednesday, October 4, in a Capitol Hill appearance, Securities and Exchange Commission (SEC) Chairman Jay Clayton told lawmakers that the agency is drafting its own proposal for a fiduciary rule, according to Investment News.
Which nontraded REIT led the sector in assets under management of $4,740.6 million?
Answer: Cole Credit Property Trust IV, Inc.
Sink Or Swim: How 13 Retail Segments Will Survive the E-Commerce Onslaught
Sink Or Swim: How 13 Retail Segments Will Survive the E-Commerce Onslaught September 26, 2017 | Champaign Williams | Bisnow It is the survival of the fittest in the retail sector. Only those best positioned to embrace consumers’ changing shopping patterns and...
Griffin Institutional Access Credit Fund Reorganizes and Absorbs Griffin Capital BDC
Griffin Institutional Access Credit Fund Reorganizes and Absorbs Griffin Capital BDC October 4, 2017 | James Sprow | Blue Vault Griffin Institutional Access Credit Fund, a non-traded interval fund, has completed the reorganization with affiliated non-traded business...
Carter Validus Mission Critical REIT II Raises Distributions per Share
Carter Validus Mission Critical REIT II Raises Distributions per Share October 2, 2017 | James Sprow | Blue Vault On September 28, 2017, the board of directors of Carter Validus Mission Critical REIT II approved and authorized an additional daily distribution to Class...
US Listed REITs Trading at 4.2% Median Discount to NAVs as of September 29
US Listed REITs Trading at 4.2% Median Discount to NAVs as of September 29 October 2, 2017 | James Sprow | Blue Vault SNL analyzes publicly traded U.S. equity real estate investment trusts with market caps greater than $200 million and compares their stock prices to...
Winners and Losers in Q3 2017 Returns Among Formerly Nontraded REITs
Winners and Losers in Q3 2017 Returns Among Formerly Nontraded REITs October 3, 2017 | James Sprow | Blue Vault Several listed REITs that began their lives as nontraded REITs were among the top performers among all listed REITs with market caps greater than $200...








