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 Individual Performance Report Update 9-19-2024
Count on Blue Vault for your Alternative Investment information needs.
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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Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.
Recent News
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...
Advisor, Matt Fries: Better Transparency
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?” advisor Matt Fries (Cetera Financial Group) explains how...
Bill Robbins: No Easy Button in Alts
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Bill Robbins (WealthForge) explains what a great...
Michael Kerrigan: Diversification Matters
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Michael Kerrigan (The Gladstone Companies) discusses why...
More articles…
Credit Void in Banking
Credit Void in Banking Submitted by CION Investment Group, LLC Between 1992 and 2013, the number of commercial banks in the United States has decreased from 11,463 to 5,937, or approximately -48%. The decrease can be attributed to bank mergers, acquisitions and...
There are two nontraded BDCs that have a no-load share structure. Find out which two BDCs…
There are two nontraded BDCs that have a no-load share structure. Carey Credit Income Fund – I and Credit Suisse Park View BDC, Inc. both are no-load nontraded BDCs. Learn more about these BDCs on their Sponsor Focus Pages: W.P. Carey – Carey Credit...
The first 5 3rd Quarter 2016 Nontraded BDC Review individual pages have been posted to Blue Vault’s website.
The first 5 3rd Quarter 2016 Nontraded BDC Review individual pages have been posted to Blue Vault’s website. Business Development Corporation of America CĪON Investment Corporation NexPoint Capital, Inc. Sierra Income Corporation Terra Income Fund 6, Inc.. You...
Bluerock Hires Industry Powerhouse as CEO of Bluerock Capital Markets
“Jeff is one of the most accomplished and highly regarded capital market heads in the investment management business and his track record of success in raising capital is well-known in our industry,” Ramin Kamfar, Founder and Chairman of Bluerock commented.
InvenTrust Properties Corp. Appoints Christy L. David Deputy General Counsel
InvenTrust Properties Corp. Appoints Christy L. David Deputy General Counsel November 30, 2016 12:23 PM Eastern Standard Time OAK BROOK, Ill.–(BUSINESS WIRE)–InvenTrust Properties Corp. (“InvenTrust” or the “Company”), today announced that Christy L....
NAFA seeks stay of DOL fiduciary rule during appeals process
NAFA seeks stay of DOL fiduciary rule during appeals process The insurance industry group wants the April 10 applicability date of the rule extended while it pushes the case up the court chain Nov 30, 2016 @ 12:51 pm | By Mark Schoeff Jr. | Investment News An...
Inland: Don’t Lower Your Guard On 1031s
Inland: Don’t Lower Your Guard On 1031s DECEMBER 1, 2016 | BY JOHN SALUSTRI | GlobeSt.com There’s a real estate guy as the nation’s chief executive. But don’t assume the best for 1031’s ultimate outcome. So says Inland Acquisitions’ Mark Cosenza. OAK BROOK, IL—it’s...
Hartman vREIT XXI, Inc. Breaks Escrow, Declares Initial Distribution Rate, and Purchases First Property
Hartman vREIT XXI, Inc. Breaks Escrow, Declares Initial Distribution Rate, and Purchases First Property HOUSTON, TX (PRWEB) DECEMBER 05, 2016 The escrow break occurred on December 1, 2016, and the initial public offering investors have been admitted as shareholders...
Why investors should be giving BDCs a look
Why investors should be giving BDCs a look November 23, 2016 @ 7:28 am | Investment News Runtime: 1:39 There are various alternative products that can generate income. Chris Reece of FS Investments explains the different types of BDCs and why they’re a good strategy...
Why might the average selling commission percentage for a public offering of nontraded REIT shares be lower than the commission rate quoted for a $500,000 investment?
Why might the average selling commission percentage for a public offering of nontraded REIT shares be lower than the commission rate quoted for a $500,000 investment? Most programs offer a sliding scale of commission rates for larger purchases, resulting in a lower...







