Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports
Count on Blue Vault for your Alternative Investment information needs.
The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact
Lee heads The Wealth Consulting Group (WCG), a Las Vegas, NV-based firm with a history that dates back to 1995. Since 2014, WCG has enjoyed a hybrid relationship with leading independent broker-dealer LPL Financial…
Capital Square Receives Zoning Approval for Mixed-Use Apartment and Hotel Project in Richmond, Virginia
“As Capital Square’s sixth development in Scott’s Addition, this project will fill a large void in the neighborhood, which is in need of hospitality venues to meet the growing demand from visitors to Richmond seeking accommodations near the city’s most vibrant neighborhood.”
Q2 2024 NTR AND BDC Filing Deadline: August 14, 2024
The SEC deadline for Q2 2024 quarterly financial report filings was August 14, 2024. Blue Vault...
Recent News
September 2022 Reported Nontraded REIT Sales Down 3.0% From August
September 2022 Reported Nontraded REIT Sales Down 3.0% From August October 19, 2022 | James Sprow | Blue Vault Blue Vault received September 2022 sales totals for eleven...
Priority Income Fund and Prospect Capital Management Announce Strategic Platform Relationship with +Subscribe®
Priority Income Fund and Prospect Capital Management Announce Strategic Platform Relationship with +Subscribe® October 19, 2022 | Priority Income Fund Priority Income Fund,...
Blue Vault Fee Study: Executive Summary
Blue Vault Fee Study: Executive Summary October 19, 2022 | Blue Vault • There were 16 effective Open Nontraded REIT offerings as of June 30, 2022. Of those, 14 were...
What is the newest nontraded REIT program?
What is the newest nontraded REIT program? Answer: J. P. Morgan Real Estate Income Trust,...
Hartman Short Term Income Properties XX, Inc. Names Allen R. Hartman Executive Chairman; Mark Torok Named Chief Executive Officer
Hartman Short Term Income Properties XX, Inc. Names Allen R. Hartman Executive Chairman; Mark Torok Named Chief Executive Officer October 18, 2022 | Hartman Income REIT ...
The Importance Of Communication
The Importance Of Communication October 18, 2022 | Marketing Intent Everybody understands the importance of communication in projects, in your day-to-day, in work life and...
More articles…
Who’s Who in Alternative Investment Offerings?
Investors looking at prospectuses for nontraded REITs (NTRs), Business Development Companies (BDCs), and other alternative investments might see a diagram, organization chart, or other explanation of the entities involved in the offering. But, how can the reader make sense of their roles, especially if some of those entities have the same name or are the same company?
Which two nontraded REITs that invest in parking facilities have agreed to merge?
Which two nontraded REITs that invest in parking facilities have agreed to merge? Answer: MVP REIT I and MVP REIT II Learn more about MVP REIT on the Blue Vault Sponsor Focus Page. Click...
Who Is Using Flexible Office Space?
Who Is Using Flexible Office Space? August 14, 2017 | Kelsi Maree Borland | GlobeSt.com The short answer: everyone. From freelancers to corporations, all user types are finding value in flexible office space. The demand for flexible office space is growing rapidly and...
Why Some Developers Choose Hollywood Over DTLA
Why Some Developers Choose Hollywood Over DTLA August 15, 2017 | Kelsi Maree Borland | GlobeSt.com Hollywood and Downtown L.A. are two houses, both alike in dignity, in fair Los Angeles, where we lay our scene—but are they really enemies, competing for investor and...
LPL Financial buys NPH, a broker-dealer network with 3,200 advisers
LPL Financial buys NPH, a broker-dealer network with 3,200 advisers August 15, 2017 | Bruce Kelly | Investment News After weeks of speculation, LPL Financial said on Tuesday it had completed the purchase of National Planning Holdings Inc., an independent broker-dealer...
Summit Healthcare REIT Purchases Interest in Nine Skilled Nursing Facilities
Summit Healthcare REIT Purchases Interest in Nine Skilled Nursing Facilities August 15, 2017 | James Sprow | Blue Vault Summit Healthcare REIT Inc. purchased an interest in nine skilled nursing facilities in the U.S. Northeast for $60 million. The facilities have a...
2017 FSI Forum Preview
2017 FSI Forum Preview (The FSI Forum has been canceled due to Hurricane Irma. Updated 9/7/17) Blue Vault is a proud sponsor of FSI. Visit our booth at this year’s Forum in Atlanta located at Booth #22. August 16, 2017 | FSI When it comes to developments in the...
High Yielders in Interval Fund / Nontraded CEFs
Two funds covered in Blue Vault’s Interval Fund and Nontraded CEF Review have distribution yields over 10%. Stone Ridge Trust Risk Reinsurance Premium (interval fund) – has a yield of 11.97% Priority Income Fund (nontraded CEF) – has a yield of 10.24% on...
Bluerock Value Exchange Announces Successful Sell-Out of Class A, Multifamily Big Creek DST 1031 Exchange Offering
“…There’s significant need, particularly among independent broker dealers, for high-caliber replacement properties from established sponsors with proven performance records, and we are meeting this demand,” said Ramin Kamfar, founder and CEO of Bluerock Real Estate
Once a Niche Play, Real Estate Debt Becoming Institutional Investor ‘Superfood’
Once a Niche Play, Real Estate Debt Becoming Institutional Investor ‘Superfood’ August 10, 2017 | Mark Heschmeyer | Costar.com In the first half of 2017, TH Real Estate, an affiliate of asset manager Nuveen, reported that it had closed and committed 43...









