Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Q2 2024 NTR & BDC Full Industry Reviews Now Available
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-19-2024
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-10-2024
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-4-2024
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Recent News
Legendary Capital Acquires Interest in Hilton Garden Inn at UTEP
Legendary Capital Acquires Interest in Hilton Garden Inn at UTEP September 2, 2022 | James Sprow | Blue Vault Legendary Capital has sponsored the acquisition of an interest...
State Securities Regulators Consider Rules Affecting Nontraded REITs
State Securities Regulators Consider Rules Affecting Nontraded REITs September 1, 2022 | James Sprow | Blue Vault The North American Securities Administrators Association...
506(c) Offerings: No Loss of Exemption if Reasonable Steps Fail to Find Nonaccredited Investor(s)
Sean Raft, CAO and General Counsel of Urban Catalyst in collaboration with The 506(c) Working Group One of the concerns voiced by some members within the broker-dealer...
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published The following Q2 2022 Nontraded BDC pages are now available to Blue Vault subscribers BDC -Apollo Debt...
Blue Vault’s Look at Capital Square
Blue Vault’s Look at Capital Square August 31, 2022 | James Sprow | Blue Vault Quick Facts Founded in 2012, Capital Square sponsors turn-key real estate investment offerings...
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid alternative investments?
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid...
More articles…
Comrit Mini-Tender Offer for Phillips Edison Grocery Center REIT I
Comrit Mini-Tender Offer for Phillips Edison Grocery Center REIT I December 9, 2016 | by Beth Glavosek | Blue Vault Comrit Investments 1, LP, has offered to make a cash purchase of up to 1 million shares of Phillips Edison Grocery Center REIT I common stock at a price...
Don’t Miss Summit 2017
Don’t Miss Summit 2017 December 8, 2016 | by Beth Glavosek | Blue Vault Mark your calendars! Blue Vault’s third annual Broker Dealer Educational Summit is March 13-15, 2017, at the Ritz-Carlton Atlanta. The Educational Summit brings together the brightest minds in the...
Thirty-Eight Q3 2016 Nontraded REIT Individual Pages Have Been Posted to the Blue Vault Website
Thirty-Eight Q3 2016 Nontraded REIT Individual Pages Have Been Posted to the Blue Vault Website and are available for you to download. The remaining twenty-six will be posted over the next several days. The full Q3 2016 Nontraded REIT Industry Review will be published...
When calculating the average rate of return over the life of a nontraded REIT program, which group of investors have the higher average rate of return when a program has a full-liquidity event and an associated capital gain on its common shares?
When calculating the average rate of return over the life of a nontraded REIT program, which group of investors have the higher average rate of return when a program has a full-liquidity event and an associated capital gain on its common shares? When there is a...
CNL Executive to Speak at Industry Conference
CNL Executive to Speak at Industry Conference November 30, 2016 16:23 ET | Source: CNL Financial Group Orlando, Fla., Nov. 30, 2016 (GLOBE NEWSWIRE) — Kirk Montgomery, head of regulatory affairs for CNL Financial Group, will speak at the 12th Annual Western IMN...
JLL Income Property Trust Acquires Premier Apartment Building in Chicago’s West Loop
JLL Income Property Trust Acquires Premier Apartment Building in Chicago’s West Loop Chicago (December 6, 2016) – JLL Income Property Trust, an institutionally managed, daily valued perpetual life REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), today announced the...
Resource Innovation Office REIT Purchases Office Building in Chicago and Announces Stock and Cash Distributions
Resource Innovation Office REIT Purchases Office Building in Chicago and Announces Stock and Cash Distributions November 29, 2016 11:02 AM Eastern Standard Time PHILADELPHIA–(BUSINESS WIRE)–Resource Innovation Office REIT, Inc. (“Innovation Office REIT”),...
Carter Validus Mission Critical REIT II, Inc. Acquires 89,000-Square-Foot Medical Building for $63.6 Million
Carter Validus Mission Critical REIT II, Inc. Acquires 89,000-Square-Foot Medical Building for $63.6 Million December 05, 2016 02:48 PM Eastern Standard Time TAMPA, Fla.–(BUSINESS WIRE)–Carter Validus Mission Critical REIT II, Inc. (“CVMC REIT II”)...
San Diego company scoops up another downtown spot
San Diego company scoops up another downtown spot December 04, 2016 |By STAN BULLARD |Cleveland Business MVP Reit Inc., a San Diego-based public company that invests in automobile parking properties, is the new owner of the Lincoln Building in downtown...
Asset Class Snapshot: Senior Loans
It’s no secret that the vast majority of investment portfolios are typically comprised of various combinations of stocks, bonds and cash equivalents.








