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New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
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Recent News
Blue Vault Publishes New Interval Fund Individual Pages
Blue Vault Publishes New Interval Fund Individual Pages The following Interval Fund Individual Performance Pages were published and are now available to Blue Vault research...
Advisor, Fred Hubler: BV Summit 2023 Highly Recommended
In this clip, advisor, Fred Hubler (Creative Capital Wealth Management Group) explains how Summit has helped his firm grow through the years & why he highly recommends...
TradeBacked: How Standardized Bar Codes Can Make Supply Chains More Transparent
TradeBacked: How Standardized Bar Codes Can Make Supply Chains More Transparent November 10, 2022 | TradeBacked Greater use of bar codes can make global supply chains more...
TradeBacked: Transparency Will Make Global Trade and Supply Chains More Resilient, Socially Responsible
TradeBacked: Transparency Will Make Global Trade and Supply Chains More Resilient, Socially Responsible November 10, 2022 | TradeBacked We need to know more about who is...
Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs
Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs November 10, 2022 | James Sprow | Blue Vault One of the advantages of nontraded REIT investments is the lower...
ExchangeRight DST Achieves 129.54 to 137.89 Percent Total Returns Including Return of Capital
ExchangeRight DST Achieves 129.54 to 137.89 Percent Total Returns Including Return of Capital November 10, 2022 | ExchangeRight ExchangeRight, one of the nation’s leading...
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Guggenheim Partners Investment Management to Replace Carey Credit Advisors at Carey Credit Income Fund
Guggenheim Partners Investment Management to Replace Carey Credit Advisors at Carey Credit Income Fund August 16, 2017 | James Sprow | Blue Vault In connection with the recent announcement by W. P. Carey Inc., the parent of Carey Credit Income Fund’s...
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
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