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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-10-2024
Count on Blue Vault for your Alternative Investment information needs.
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-4-2024
Count on Blue Vault for your Alternative Investment information needs.
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.
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast clip.
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Recent News
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...
Jay Frank: Right Level of Diversification
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Jay Frank (Cantor Fitzgerald) discusses what determines...
Additional Q2 2022 Nontraded REIT Individual Performance Page PDFs Published
Additional Q2 2022 Nontraded REIT Individual Performance Page PDFs Published The following Q2 2022 Nontraded REIT PDFs are now available to Blue Vault subscribers (bold...
“Predatory” Mini-Tender Offers Highlight Liquidity Challenges for Real Estate Alts
“Predatory” Mini-Tender Offers Highlight Liquidity Challenges for Real Estate Alts August 29, 2022 | Beth Mattson-Teig | WealthManagement.com Following a big year of...
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An additional nine 3rd Quarter 2016 Nontraded REIT Review individual pages have been posted to Blue Vault’s website.
An additional nine 3rd Quarter 2016 Nontraded REIT Review individual pages have been posted to Blue Vault’s website. American Realty Capital Global Trust II, Inc. American Realty Capital Hospitality Trust, Inc. American Realty Capital-Retail Centers of America,...
Office And Industrial: Buy Or Sell?
Office And Industrial: Buy Or Sell? NOVEMBER 28, 2016 | BY CARRIE ROSSENFELD | GlobeSt.com CARLSBAD, CA—One sector has space to spare; the other is tight as can be. Lee’s Peter Merz weighs in with GlobeSt.com EXCLUSIVELY on the disparity between the two property types...
What Phyllis Borzi has to say about the DOL rule now
What Phyllis Borzi has to say about the DOL rule now The architect of the Department of Labor fiduciary regulation claims it is already paying dividends by lowering costs for investors — and isn’t going away Dec 1, 2016 @ 4:05 pm | By Mark Schoeff Jr. |...
Pathway Energy Infrastructure Fund Declares December 2016 Through February 2017 Distributions
Pathway Energy Infrastructure Fund Declares December 2016 Through February 2017 Distributions NEW YORK, Nov. 28, 2016 /PRNewswire/ — Pathway Energy Infrastructure Fund, Inc. (“Pathway” or the “Fund”) announced today a series of...
Carter Validus Mission Critical REIT II, Inc. Acquires Virginia Data Center Properties for $85 Million
Carter Validus Mission Critical REIT II, Inc. Acquires Virginia Data Center Properties for $85 Million November 29, 2016 06:00 AM Eastern Standard Time TAMPA, Fla.–(BUSINESS WIRE)–Carter Validus Mission Critical REIT II, Inc. (“CVMC REIT II”) announced its...
With over 90% of its offering period elapsed, which nontraded REIT program among open offerings had raised the highest percentage of its maximum offering at the latest report?
With over 90% of its offering period elapsed, which nontraded REIT program among open offerings had raised the highest percentage of its maximum offering at the latest report? Industrial Property Trust had raised $1.42 billion in its primary offering as of September...
Understanding Asset Management Fees
Understanding Asset Management Fees December 1, 2016 | by Beth Glavosek | Blue Vault Asset management fees (also known as Advisory Fees) are ongoing fees charged to investors in nontraded REIT programs. These fees accrue monthly or quarterly and are based on the...
FS Investments BDCs Close on Nearly $1 Billion of Middle Market Commitments in the Third Quarter
FS Investments BDCs Close on Nearly $1 Billion of Middle Market Commitments in the Third Quarter Includes four commitments of more than $100 million PHILADELPHIA, PA, December 1, 2016 – FS Investments, a leading alternative investment manager, announced that its...
New specialty REITs may star in Trump’s infrastructure rebuild
New specialty REITs may star in Trump’s infrastructure rebuild Thomas Yeatts | S&P Global Market Intelligence The REIT industry, led by a vanguard of potential new niche players, could play a significant role in president-elect Donald Trump’s plan to...
No, The End Is Not Near For Brick-And-Mortar Retail
No, The End Is Not Near For Brick-And-Mortar Retail NOVEMBER 28, 2016 | BY ERIKA MORPHY | GlobeSt.com WASHINGTON, DC–The problem isn’t that online sales are rocking the Thanksgiving Day holiday weekend but underperforming properties and retailers. Never before...
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