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How many Annual Partners does Blue Vault currently have?
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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.
Princeton Medspa Partners Closes $120 Million Growth Financing Official Princeton Medspa Partners Logo
BC Partners, a leading alternative assets investor with approximately $40 billion of assets under management, provided the growth capital to refinance the Company’s existing credit facility and fund near-term acquisitions.
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Recent News
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...
Headroom in Tech Budgets Offers Long-term Upside for Private Capital
Headroom in Tech Budgets Offers Long-term Upside for Private Capital June 13, 2022 | iCapital Key takeaways from this white paper: • Current valuations for tech...
Marketing Intent: It’s Not About Your Services – 3 Ways To Connect With The Right Clients On Your Website
It’s Not About Your Services – 3 Ways To Connect With The Right Clients On Your Website June 13, 2022 | Marketing Intent It’s not about your services when you’re thinking...
Big landlords jump into the homebuilding business as demand for single-family rentals surges
Big landlords jump into the homebuilding business as demand for single-family rentals surges June 10, 2022 | Diana Olick | CNBC As demand for single-family rental homes...
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Diversify Income with a Real Estate Investment Trust
Content Submitted by Black Creek Group (formerly Dividend Capital Group) – It’s been challenging for fixed income investors to meet their cash flow needs in recent years with interest rates hovering near historically low levels. A number of investors have...
Larry Roth Steps Down From RCAP Board After Four Months
Company says he is focusing on his role as CEO of Cetera Financial Group Sep 1, 2015 @ 11:10 am By Mason Braswell Four months after joining the board of directors for RCS Capital Corp., Larry Roth, chief executive officer of Cetera Financial Group, is resigning from...
CNL Financial Group Hires Vice President for CNL Securities
Scott Belval will serve as Vice President of Sales. Orlando, Fla., Sept. 1, 2015 (GLOBE NEWSWIRE) — CNL Financial Group has hired Scott Belval as vice president of sales for CNL Securities Corporation. In his position, Belval will be responsible for overseeing...
Inland Residential Properties to Buy Luxury Frederick Apartment for $46M
By Erika Morphy | Washington, DC The Haven at Market Square FREDERICK, MD—Inland Residential Properties Trusthas entered into an agreement to acquire the fee simple interest in The Haven at Market Square for $45.8 million in cash, according to a Securities and...
How do nontraded REITs make money?
It’s important to note that operationally, nontraded REITs have a lot in common with publicly traded REITs.
Nontraded REIT Industry Review Q1 2015
Click to download: Nontraded REIT Industry Review Q1 2015
Blue Vault Explains Liquidity Options For Non-Traded REIT Holders
The DI Wire Non-traded REITs are illiquid investments designed for the long-term investor seeking yield and potential appreciation of underlying assets. Sometimes, life events force the need for liquidation years prior to liquidity options becoming available. Blue...
Moody National REIT I, Inc. To Acquire $1.725 Billion Portfolio
PR Newswire HOUSTON, May 21, 2015 /PRNewswire/ — Moody National REIT I, Inc. (the “REIT”), announced today it is under contract to acquire a 149-hotel portfolio (the “Project 149”) from a third party seller, for an aggregate purchase...
What is a Business Development Company?
A business development company (BDC) is an SEC-registered investment company that invests in primarily private U.S.-based businesses. This form of company was created by Congress in 1980 as amendments to the Investment Company Act of 1940. BDCs are typically taxed as regulated investment companies (RICs). Similar to REITs, BDCs are required to distribute at least 90% of taxable income as dividends to investors, and the company itself pays little or no corporate income tax.
Investment Timing and Performance in Full-Cycle Nontraded REITs
Many investment professionals assume that it is better to invest in nontraded REITS later in their fundraising period rather than earlier. The recent study of full-cycle events by nontraded REITs performed by Blue Vault and the University of Texas McCombs School of Business The University of Texas at Austin, casts doubt on that assumption.
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