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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.
Weekly Alts News Roundup: April 8, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.
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Recent News
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...
Prospect Capital Announces September 2022 Results: $0.22 per Common Share Basic Net Investment Income and Stable Monthly $0.06 per Common Share Distributions
Prospect Capital Announces September 2022 Results: $0.22 per Common Share Basic Net Investment Income and Stable Monthly $0.06 per Common Share Distributions November 9,...
Historical Real Estate Performance Before, During, and After U.S. Recessions
Historical Real Estate Performance Before, During, and After U.S. Recessions November 8, 2022 | Edward Pierzak | Nareit After experiencing two consecutive quarters of...
Alternative Investments: Why Now is the Time
Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased...
More articles…
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...
Why Has Long-Term Leasing Dominated Office?
Why Has Long-Term Leasing Dominated Office? August 11, 2017 | Kelsi Maree Borland | GlobeSt.com Office has always been a direct- and long-term leasing-driven market, but the growth of short-term and flexible office options may be changing that. Historically, capital...
Shopoff Realty Investments Sells 16.1 Acres of Land After Securing Entitlements for 124 Two-Story Townhomes in Vista, CA
Shopoff Realty Investments Sells 16.1 Acres of Land After Securing Entitlements for 124 Two-Story Townhomes in Vista, CA August 11, 2017 | Shopoff Realty Investments IRVINE, Calif. – August 11, 2017 – Shopoff Realty Investments, a national manager of opportunistic and...
Sentio Healthcare Properties Shareholders Approve Merger with Kayne Anderson Real Estate Advisors
Sentio Healthcare Properties Shareholders Approve Merger with Kayne Anderson Real Estate Advisors August 11, 2017 | James Sprow | Blue Vault A Special Meeting of Stockholders of Sentio Healthcare Properties, Inc. was held on August 10, 2017. The only proposal...
Moody National REIT II to be Surviving Partner in Merger with Moody National REIT I
Moody National REIT II to be Surviving Partner in Merger with Moody National REIT I August 11, 2017 | James Sprow | Blue Vault (Revised August 15, 2017 at 2:02 p.m., Eastern) On August 9, 2017, Moody National REIT I Inc. and Moody National REIT II Inc. amended their...
For the years 1972 through 2016, what were the best, worst and average total returns for the FTSE NAREIT All Equity REITs Index?
For the years 1972 through 2016, what were the best, worst and average total returns for the FTSE NAREIT All Equity REITs Index? Best: +47.59% in 1976; Worst: -37.73% in 2008; Average: +13.48%...
Nonlisted Interval Fund, Nonlisted Closed-End Funds and Private Placement Sales Down in July
Nonlisted Interval Fund, Nonlisted Closed-End Funds and Private Placement Sales Down in July August 11, 2017 | by James Sprow | Blue Vault Blue Vault reports sales for nonlisted Interval Funds and nonlisted Closed-End Funds. July sales for these funds that were...
NTR Sales Down 30% in July While BDC Sales Decrease 43%
NTR Sales Down 30% in July While BDC Sales Decrease 43% August 11, 2017 | by James Sprow | Blue Vault Sales by nontraded REITs fell 30% in July. The June sales of $350.9 million reported to Blue Vault by nontraded REIT sponsors fell to $245.8 million in July. This was...
The Latest on the DOL Fiduciary Rule
It looks like there’s yet another reprieve on the final implementation of the Department of Labor (DOL) Fiduciary Rule. After sitting on the back burner while President Trump called for a reassessment of the ruling, the DOL earlier this year said that it wouldn’t start full enforcement until January 1, 2018. Now the date has moved to July 1, 2019 – a full 18 months later. Investment News reported on August 9 that the DOL submitted this proposal to the Office of Management and Budget (OMB), and the OMB must review and approve the proposal before it can go into effect. The delay itself could require its own rule making process, according to the article.
Phillips Edison Grocery Center REIT II Reports Second Quarter 2017 Results
Phillips Edison Grocery Center REIT II Reports Second Quarter 2017 Results CINCINNATI–(BUSINESS WIRE)– Phillips Edison Grocery Center REIT II, Inc., a publicly registered, non-traded real estate investment trust (REIT) focused on the acquisition and...
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