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read the latest about the firms transforming how wealth advisors implement alts in their practices
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Randy Anderson and Carly Hoeler Named Chair and Vice-Chair of the Blue Vault Educational Board
The Blue Vault Educational Board will play a critical role in educating and informing the industry on key topics related to alternative investments.
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.”
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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”).
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Recent News
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...
Chad Clark: Building Relationships with Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks Chad Clark (Partner & Senior Advisor,...
Andrew Doughty: Selecting Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) and Andrew Doughty (Senior Research Manager,...
Kevin Best on Client Relationships
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times Financial) describes his approach to...
More articles…
AR Capital Suspends Capital Raising, Putting $2.3 Billion of Properties in Limbo
Fundraising To Be Cut Off for Trio of Non-Traded REITs With About $550 Million in Pending Acquisitions By Mark Heschmeyer | CoStar November 18, 2015 Alternative asset manager AR Capital LLC, one of the largest sponsors of non-traded REITs that has raised nearly $19...
Franklin Square Finances Acquisition of Justrite Manufacturing
PHILADELPHIA, Nov. 18, 2015 /PRNewswire/ — Franklin Square Capital Partners, the largest manager of business development companies (BDCs), announced the origination of a new senior secured loan and equity co-investment to help finance the acquisition by Audax...
Moody National REIT II Declares Share Value of $25.03
Moody National REIT II Inc., a publicly registered non-traded real estate investment trust, announced that its board of directors determined an estimated value per share of $25.03 for the company’s common stock, as of October 31, 2015. “In an effort to provide...
Phillips Edison Grocery Center REIT II, Inc. Acquires Two Grocery-Anchored Shopping Centers
Phillips Edison Grocery Center REIT II has acquired two grocery-anchored shopping centres, expanding the Company’s portfolio in Arizona and Florida. 51st and Olive Square is an 88,225 square foot grocery store-anchored shopping centre in Glendale, Arizona, a...
The First Q3 2015 Nontraded REIT Review Individual Reports Have Been Posted
The following individual Q3 2015 Nontraded REIT Individual Reports have been posted to the Blue Vault Website: Jones Lang Lasalle Income Property Trust, Inc. KBS Legacy Partners Apartment REIT, Inc. KBS Real Estate Investment Trust, Inc. KBS Strategic Opportunity...
Blue Vault’s 3rd quarter NTR Review and BDC Review will be released Dec. 10, 2015. Individual NTR performance pages will begin being released as completed, starting this Friday, Nov. 20, 2015.
AR Capital Shuts Down Offerings, Quits Industry
AR Capital, the non-traded alternative investment sponsor founded by Nicholas Schorsch, will stop offering and selling new investment products after December 31st. The company says it will continue to manage the $19 billion of assets within its existing investment...
Cetera Suspends Offerings Sponsored by AR Capital
Cetera Financial Group has suspended sales of all AR Capital-sponsored investment offerings through their entire broker-dealer network, including First Allied Securities, Girard Securities, Investors Capital, VSR Financial Services, and The Legend Group. Cetera, the...
Approximately $14.8 billion has been raised by AR Capital-sponsored nontraded REITs since AR Capital entered the nontraded REIT space in 2008.
Today, November 13, is the last day for REITs to file their 3rd Quarter SEC reports. Blue Vault is compiling all Q3 data now in anticipation of its December 10 Q3 NTR and BDC Review release date.
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