Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Unlocking The Power Of CLOs: A High-Yield Weapon For Savvy Investors
This article will focus on CLOs created post-2008 financial crisis, specifically those referred to as CLO 2.0.
Recent News
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)...
ExchangeRight Completes $62 Million Full-Cycle Event
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the completion of its 26th successful full-cycle...
Gladstone Commercial Corporation Executes 5-Year, 4-Month Lease at Office Property in Fort Lauderdale, FL
Gladstone Commercial Corporation Executes 5-Year, 4-Month Lease at Office Property in Fort Lauderdale, FL August 22, 2022 | Gladstone Commercial Corporation Gladstone...
Prospect Capital Schedules Fiscal Year Earnings Release and Conference Call
Prospect Capital Schedules Fiscal Year Earnings Release and Conference Call August 19, 2022 | Prospect Capital Corporation Prospect Capital Corporation (NASDAQ: PSEC) (the...
More articles…
Corporate Capital Trust Closes to New Investors
Corporate Capital Trust Closes to New Investors Wednesday, November 2, 2016 6:24 PM UTC | EconoTimes Orlando, Fla., Nov. 02, 2016 — Corporate Capital Trust announced that it successfully completed its common stock offering and closed to new investors after...
Different Types of Fees and How They Impact Shareholders – Part 3
Different Types of Fees and How They Impact Shareholders – Part 3 November 3, 2016 | by Beth Glavosek | Blue Vault The following descriptions and definitions can help both financial advisors and investors alike to understand the various fees that impact shareholders...
Which category of “issuer costs” has only an estimated percentage of offering proceeds, depending upon the actual proceeds compared to the maximum authorized capital raise?
Which category of “issuer costs” has only an estimated percentage of offering proceeds, depending upon the actual proceeds compared to the maximum authorized capital raise? Additional offering and organizational costs, sometimes referred to as “issuer costs,” which...
DOL releases first batch of FAQs on fiduciary rule
DOL releases first batch of FAQs on fiduciary rule Agency answers 34 adviser questions pertaining to the regulation’s exemptions, including the best-interest contract exemption Oct 27, 2016 @ 12:48 pm | By Greg Iacurci | Investment News The Labor Department...
Andrew Baird, CPA, Joins Capital Square 1031 as Controller
Andrew Baird, CPA, Joins Capital Square 1031 as Controller October 31, 2016 13:23 ET | Source: Capital Square 1031, LLC RICHMOND, Va., Oct. 31, 2016 (GLOBE NEWSWIRE) — Capital Square 1031, LLC, a leading sponsor of replacement property for Section...
New Entrants in Field of Nontraded REITs
New Entrants in Field of Nontraded REITs October 31, 2016 | By Karina Estrella | Urban Land This article is republished with permission from REITCafe. According to The DI Wire, Cantor Fitzgerald is launching a $1 billion nontraded real estate investment trust (REIT)...
Blackstone reaches another AUM record, net income up nearly 50% in quarter
Blackstone reaches another AUM record, net income up nearly 50% in quarter OCTOBER 27, 2016 1:07 PM | BY MEAGHAN KILROY | Pensions & Investments Blackstone Group’s assets under management grew to a record $361 billion as of Sept. 30, up 1.3% from three...
Of the 30 open offerings of nontraded REITs as of September 30, 2016, how many offered only one class of common shares?
Of the 30 open offerings of nontraded REITs as of September 30, 2016, how many offered only one class of common shares? Only four open REITs offered a single common share class while all other open REITs had a total of 64 different share class categories including: 23...
Carter Validus continues buying spree
Carter Validus continues buying spree October 28, 2016 | BY: KEVIN MCQUAID | Business Observer With a deal to acquire a California data center operated by AT&T, Carter Validus Mission Critical REIT II has pushed its total 2016 purchases above $350 million, records...
InvenTrust Properties Corp. Launches Tender Offer for Up to $200 Million of its Common Stock
InvenTrust Properties Corp. Launches Tender Offer for Up to $200 Million of its Common Stock October 27, 2016 08:30 AM Eastern Daylight Time OAK BROOK, Ill.–(BUSINESS WIRE)–InvenTrust Properties Corp. (“InvenTrust” or the “Company”) announced today that it...










