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Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
The purpose of the Outlook is to provide wealth advisors with a review of where alternative investments sit at the mid-way point of 2024 and what to look for as we move forward through 2024.
11 of the 14 NAV REITs had positive Class I shareholder returns in July 2024
Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update
Count on Blue Vault for your Alternative Investment information needs.
Fed officials uneasy about job market as they get ready for Jackson Hole
Amid still-strong consumer spending and economic growth that may be slowing but remains positive, the Fed is not yet ready to consider the job market in crisis – it just wants to avoid creating one.
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Recent News
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative?
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative? Answer: The median return to...
Monthly Total Returns to Continuously Offered NTRs Cool Off in July
Monthly Total Returns to Continuously Offered NTRs Cool Off in July August 25, 2022 | James Sprow | Blue Vault After 23 consecutive months of median total returns exceeding...
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available to Subscribers
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available The following Q2 2022 Nontraded REIT PDFs are now available to Blue Vault subscribers: NTR...
Daniil Shapiro: Advisor Allocations to Alternative Investments
In this video clip from the panel webinar, 2022 Cerulli / Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli) shares what the survey results...
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?...
How CRE Investors Can Create Value
How CRE Investors Can Create Value August 23, 2022 | Marcus & Millichap In this video, John Chang (Senior VP, Director Research Services for Marcus & Millichap)...
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$103M Resort Retail Portfolio Changes Hands
$103M Resort Retail Portfolio Changes Hands November 7, 2016 | by Keith Loria | Commercial Property Executive CNL Lifestyle Properties has sold a seven-property portfolio of trophy retail assets located within luxury resorts in the U.S. and Canada. Straton Village...
Griffin-American Healthcare REIT IV Enters Agreement to Acquire Evendale Medical Office Building Near Cincinnati
Griffin-American Healthcare REIT IV Enters Agreement to Acquire Evendale Medical Office Building Near Cincinnati Thursday, November 3, 2016 5:30 PM UTC CINCINNATI, Nov. 03, 2016 — American Healthcare Investors and Griffin Capital Corporation, the co-sponsors of...
E-Commerce Demand Shifting Construction from Retail to Logistics, Boosts Absorption to Near-Record Levels
E-Commerce Demand Shifting Construction from Retail to Logistics, Boosts Absorption to Near-Record Levels More Investors Pursue Higher Yields by Backing New Development as Industrial Real Estate Expansion Rolls On November 3, 2016 | By Randyl Drummer | CoStar The...
1031 Buyer Drives Peak Pricing Retention for Well-Located Asset
1031 Buyer Drives Peak Pricing Retention for Well-Located Asset November 1, 2016 | by Adriana Pop | Commercial Property Executive Hanley Investment Group brokered the sale of Raceway Commons, a Panera Bread-anchored shopping destination in Indianapolis. Indianapolis—A...
NAFA appeals court victory for DOL fiduciary rule
NAFA appeals court victory for DOL fiduciary rule The Labor Department is coming off a big win, but will the judgment have legs in this appeal and the five other suits still pending against the regulation? Nov 7, 2016 @ 2:04 pm | By Mark Schoeff Jr. | Investment News...
How many different ways do the 30 open offerings as of September 30, 2016, calculate the “Asset Management Fees” or “Advisory Fees” for managing the REIT’s portfolio?
How many different ways do the 30 open offerings as of September 30, 2016, calculate the “Asset Management Fees” or “Advisory Fees” for managing the REIT’s portfolio? There are at least 12 different methods or explanations used by the current offerings to calculate...
Advisors Jittery As Election, DOL Rule Loom
Advisors Jittery As Election, DOL Rule Loom NOVEMBER 3, 2016 | CHRISTOPHER ROBBINS | Financial Advisor Keep the scented candles and antacids at hand. Financial advisors are feeling most anxious about political and regulatory developments, according to the third...
Phillips Edison Grocery Center REIT I, Inc. Closes 7-Year, $255 Million Unsecured Term Loan Facility
Phillips Edison Grocery Center REIT I, Inc. Closes 7-Year, $255 Million Unsecured Term Loan Facility November 02, 2016 01:00 PM Eastern Daylight Time CINCINNATI–(BUSINESS WIRE)–Phillips Edison Grocery Center REIT I, Inc. (the “Company”) announced that it...
Griffin Capital Nabs 3M Distribution Center in DeKalb
Griffin Capital Nabs 3M Distribution Center in DeKalb October 28, 2016 | by Ioana Neamt | Commercial Property Executive The company paid $69.4 million to acquire the asset from Clayco and Venture One Real Estate. 3M Co. distribution center in Dekalb, Ill....
How the IPA can be a resource in a sea of change
How the IPA can be a resource in a sea of change November 1, 2016 | Liz Hester | Smart Brief Collaboration in dealing with complex challenges was a key theme of the “Fireside Chat with the IPA Chairmen” panel featuring Tom Sittema, CEO of CNL Financial Group and...
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