Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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”).
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.
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Recent News
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...
CNB Custody: Alternative Asset Custody: Solutions To Your Biggest Issues
Watch CNB Custody’s Blue Vault Bowman Alts Week 2022 presentation, featuring Michelle Thomas (Vice President, Marketing & Business Development). Alternative...
Opportunity in Energy Corridor and Texas
Opportunity in Energy Corridor and Texas June 10, 2022 | Ralph Bivins | Realty News Report The latest edition of THE RALPH BIVINS PROJECT podcast features an interview with...
iCapital: An Overview of Structured Products
An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined...
More articles…
In Blue Vault’s 3rd edition of its Nontraded REIT Full-Cycle Performance Study, released in November 2014, eight additional NTRs had liquidated. Those eight NTRs had an average IRR of 9.02%.
In Blue Vault’s 2nd edition of its Nontraded REIT Full-Cycle Performance Study, released in November 2013, ten additional NTRs had liquidated. Those ten NTRs had an average IRR of 4.78%.
Blue Vault has released three editions of its Nontraded REIT Full Cycle Performance Study. The fourth will be released this month. The first contained 17 NTR liquidity events with an average IRR of 10.33%.
Inland Residential Properties Trust, Inc. Satisfies Escrow Requirements
Inland Residential Properties Trust, Inc. Satisfies Escrow Requirements OAK BROOK, Ill.–(Business Wire)–Inland Residential Properties Trust, Inc. (“Inland Residential Trust”), a non-listed real estate investment trust (“REIT”) sponsored by Inland Real...
KBS Eyes Raising $105Mln for Private REIT
Friday, 04 September 2015 Commercial Real Estate Direct Staff Report KBS Realty Advisors, an investment manager with a substantial presence in the non-traded REIT business, is aiming to raise $105 million for KBS Growth & Income REIT Inc. The Newport Beach,...
Downtown SJ Towers to Ssell in $150 Million Deal
Nathan Donato-Weinstein Real Estate Reporter Silicon Valley Business Journal Sep 4, 2015, 6:21pm PDT Updated Sep 8, 2015, 3:10pm PDT INDUSTRIES & TAGS Banking & Financial Services, Commercial Real Estate Three of Downtown San Jose’s highest...
With Backing From the Blackstone Group, This Bank Is a Turnaround Worth Watching
With loads of capital and a surge in new deals, this bank has caught the attention of several prominent investors. Sometimes, all that a small company needs is a little help from a larger, connected partner with deep pockets.That’s exactly what this bank got...
Capitalization Rates Defined – Part I
REIT investors may have seen the term “capitalization rate” used in discussions of individual real estate property acquisitions and valuations and even in the broader market context when comparing investor expectations and property portfolio values. In this article we explain what capitalization rates or “cap rates” are and what they aren’t, and how nontraded REIT investors might interpret them. Investors expect both a return on their investment and a return of their investment. Both types of returns involve risk. Rational investors realize that higher expected returns involve more risk, which may mean less predictable returns or greater chance of loss.
Investing in Alternative Investments – by NorthStar Securities
Content Submitted by NorthStar Securities – Alternative investments refer to nontraditional investments including commercial real estate, private debt, private equity, hedge funds, commodities, managed futures, infrastructure, and energy investments. View this...
ARC Hospitality Trust Turns Over 13 Hotels for Crestline to Manage
ARC Hospitality Trust Turns Over 13 Hotels for Crestline to Manage By Erika Morphy | Washington, DC One of ARC Hospitality’s first purchases: the Courtyard Inner Harbor Hotel in Baltimore FAIRFAX, VA—American Realty Capital Hospitality Trusthas transferred...
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