Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Madison Capital Markets Successfully Closes Go Store It Orlando DST: A Prime Self-Storage Investment in the Heart of Central Florida
“The Go Store It Orlando DST is a high-quality investment opportunity that went very quickly. It was only available for a short period due to the high level of investor interest.”
How many Annual Partners does Blue Vault currently have?
To dive deeper into all our Partners have to offer, become a Blue Vault member today!
QOZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability
The QOZ Program was created to encourage investment in designated communities across the U.S. by providing certain tax incentives in return for committing long-term capital to these communities through investment vehicles known as Qualified Opportunity Funds (“QOFs”).
I Don’t Want To Pay Taxes, There Is An “Alt” For That
Investing in energy partnerships offers benefits such as diversification and the opportunity to take advantage of meaningful tax deductions and investor returns.
Recent News
Of the 362 monthly observations of total returns to shares in continuously offered nontraded REITs in Blue Vault’s data since January 2020 and thru April 2022, how many had negative returns? (The returns included monthly changes in NAVs and distribution yields.)
Of the 362 monthly observations of total returns to shares in continuously offered nontraded REITs in Blue Vault’s data since January 2020 and thru April 2022, how...
Warehouse giant Prologis agrees $26 Billion merger with Duke Realty
Warehouse giant Prologis agrees $26 Billion merger with Duke Realty June 13, 2022 | Aishwarya Nair & Chibuike Oguh | Reuters Prologis Inc (PLD.N), a warehouse-focused...
Hoteliers Look Forward to a Full Recovery
Hoteliers Look Forward to a Full Recovery June 13, 2022 | Paul Bergeron | GlobeSt.com Hoteliers are poised for a full recovery from pandemic challenges with room rates...
Chad Clark: Risk Mitigation
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Chad Clark (Partner & Senior Advisor, Redemption Capital) discusses how his firm handles...
Andrew Doughty: Types of Alternative Investments Used
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks Andrew Doughty (Senior Research Manager,...
Kevin Best: Benefits of the Blue Vault Database
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times Financial) discusses the benefits of...
More articles…
CNL Growth Properties Receives Two Unsolicited Tender Offers
Dec 11, 2015 CNL Growth Properties Inc., a publicly registered non-traded public real estate investment trust, received two unsolicited tender offers from Everest REIT Investors I LLC and CMG Partners LLC. The REIT’s board of directors recommended that stockholders...
Apple Hospitality CEO: Little Changed Since NYSE Listing
12/3/2015 | By Sarah Borchersen-Keto See Video Here Justin Knight, president and CEO of Apple Hospitality REIT (NYSE: APLE), joined REIT.com for a CEO Spotlight video interview at REITWorld 2015: NAREIT’s Annual Convention for All Things REIT at the Wynn Las Vegas....
CNL Lifestyle Properties Declares $1.30 Special Distribution
Dec 10 2015 CNL Lifestyle Properties Inc., a public registered non-traded real estate investment trust, authorized a $422.7 million, or $1.30 per share, special cash distribution. The distribution is payable to the company’s stockholders of as of the close of business...
Behringer Harvard Opportunity REIT II Declares $1.50 Special Distribution
December 09, 2015 Behringer Harvard Opportunity REIT II Inc., a publicly registered non-traded real estate investment trust, authorized a $38.4 million, or $1.50 per share, special cash distribution. The special cash distribution is payable on January 5, 2016 to...
The Blue Vault Q3 2015 Nontraded REIT Industry Review will be released this week. The Review reveals a total of $1.96 billion of equity raised during the 3rd quarter. Stay Tuned!
RCS Capital Loses Ex-CEO as Board Member
DECEMBER 7, 2015 Edward Weil resigns as the company, which owns Cetera Financial, continues to see its stock price and credit ratings drop By Janet Levaux Editor in Chief Research Magazine Think_JanetL Massachusetts’ regulators charged registered representatives of...
Corporate Capital Trust Announces Closing of Offering to Independent Broker-Dealer Network
Source: Corporate Capital Trust December 08, 2015 15:30 ET — Offering to remain open to Registered Investment Advisors — Orlando, Fla., Dec. 08, 2015 (GLOBE NEWSWIRE) — Corporate Capital Trust announced that as of Jan. 29, 2016, investment in the...
Northstar Healthcare acquires Trilogy
By RENU RANGELA on December 03 2015 7:23 PM Northstar has announced the completion of the acquisition of around 96 percent of Trilogy Investors through a joint venture with Griffin-American REIT III, Inc. While Northstar owns 30 percent of the joint venture,...
Resource Real Estate Opportunity REIT II to Buy Two Multifamily Properties for $132
Dec 08 2015 Resource Real Estate Opportunity REIT II Inc., a publicly registered non-traded real estate investment trust, entered into agreements to purchase two multifamily communities for $131.9 million. The first potential acquisition is located in Boulder,...
Industrial Property Trust to Buy $114.5 Million Portfolio
Dec 07 2015 Industrial Property Trust Inc., a publicly registered non-traded real estate investment trust sponsored by Industrial Property Advisors Group LLC, signed an agreement to purchase the National Distribution Portfolio, comprised of seven industrial buildings...







