Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Proposed Opportunity Zone Legislation Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about proposed Opportunity Zone legislation in this podcast...
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
Sorry, but you do not have permission to view this...
What percentage of total industry assets were made up by the ten largest interval funds?
For more in-depth insights, consider becoming a Blue Vault member today!
Recent News
Lucy Lu Munro: Dislocated Credit Defined
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) offers a definition for...
Mark Lavery: Typical Investor Profile
In this video clip from the webinar, “How do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) describes the...
Lucy Lu Munro: Attraction of Interval Funds
In this clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) explains what makes interval...
Abby Salameh: Understanding the Needs of the Client
In this video clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Abby Salameh (Chief Marketing Officer, CAIS) addresses the importance of...
Which nontraded BDC raised $224.4 million in capital in August 2022?
Which nontraded BDC raised $224.4 million in capital in August 2022? Answer: Blue Owl Capital Inc. (formerly Owl Rock Capital Advisors) raised $224.4 for Owl Rock Core...
Leitbox Storage Partners Acquires Self-Storage Facility Outside of Atlanta, GA
Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform, based in Birmingham, Alabama, announced today its acquisition of a self-storage...
More articles…
Advisor’s Perspectives: What are the Pros to Alternatives?
Advisor’s Perspectives: What are the Pros to Alternatives? June 9, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs and other alternative investments from an investor’s standpoint. But, how are advisors and Broker...
One diversified NTR recently invested in student housing in Dublin, Ireland. Which NTR was it?
One diversified NTR recently invested in student housing in Dublin, Ireland. Which NTR was it? Answer: Hines Global REIT II, Inc. purchased Montrose Student Residences in Dublin, Ireland, for $41.5 million on March 24, 2017. The property has 205 beds. Learn more...
Ameriprise Cuts Offerings Ahead of DOL Rule
Ameriprise Cuts Offerings Ahead of DOL Rule June 7, 2017 | Financial Advisor IQ Ameriprise is joining its brokerage rivals in reducing the number of funds available on its platform ahead of the Department of Labor’s fiduciary rule, InvestmentNews reports. The firm...
Are Investors Ready to Return to Non-Listed REITs?
Are Investors Ready to Return to Non-Listed REITs? Non-listed REITs are ready to step on the gas and increase fundraising. June 7, 2017 | by Beth Mattson-Teig | National Real Estate Investor The non-listed REIT industry has seen capital flows drop off a cliff in the...
LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban
LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban June 6, 2017 | by Mason Braswell | AdvisorHub Taking advantage of the Department of Labor’s announcement that it will not actively enforce its fiduciary rule until at least January, LPL...
Hartman¹ – A History of Delivering Value to Investors
Hartman¹ – A History of Delivering Value to Investors June 7, 2017 | PR Rocket HOUSTON (PRWEB) June 07, 2017 The following footnotes are meant to accompany the table. (1) “Hartman” refers to Allen R. Hartman and all affiliated companies. (2) These programs are closed...
Industrial Investors Drawn To Non-Traditional Locations
Industrial Investors Drawn To Non-Traditional Locations CHICAGO—Distribution has changed, and many properties in out-of-the-way locations have assumed tremendous importance in some firms’ operations. June 7, 2017 | by BRIAN J. ROGAL | GlobeSt.com CHICAGO—A...
Effective Nontraded REIT Funds with Limited Operating Results in Q1 2017
Effective Funds with Limited Operating Results in Q1 2017 Each quarter Blue Vault includes a table in the Nontraded REIT and BDC Industry Reviews dedicated to funds that are effective, with limited operating results. Additionally, in the NTR Review, Blue Vault...
Did you know that Blue Vault releases individual nontraded REIT pages (performance pages) as they are completed by Blue Vault. We do not wait…
Did you know that Blue Vault releases individual nontraded REIT pages (performance pages) as they are completed by Blue Vault. We do not wait… to complete the full quarterly NTR Review (approx. 100 pages) until every piece of the Review is completed. By doing so, we...
Nashville’s Supply Side Shines
Nashville’s Supply Side Shines June 6, 2017 | by Evelina Croitoru | Commercial Property Executive With strong demand fueled by robust population gains and consistent job growth, the market remains a hot ticket. Investors acquired more than $1 billion in apartments in...







