Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
CIM Group Makes $125 Million Loan Commitment, Expandable Up To $200 Million, to Support Applied Digital’s Buildout of a High-Performance Computing Campus in Ellendale, North Dakota
“We are excited to partner with CIM Group to fulfill Applied Digital’s vision for the Ellendale campus,” said Wes Cummins, Applied Digital’s CEO.
Inland Appoints Cathleen M. Hrtanek as Chief Operating Officer
In this role, Ms. Hrtanek is responsible for Inland’s human resources, information technology, risk management, communications, marketing, and purchasing.
Recent News
Gladstone Land Provides Business Update
Gladstone Land Corporation (NASDAQ:LAND) (“Gladstone Land” or the “Company”) announced that, in light of the recent price volatility of its common...
Preferred Apartment Communities, Inc. Announces Proxy Advisory Firms ISS, Glass Lewis and Egan-Jones All Recommend Stockholders Vote “FOR” Proposed Acquisition by Blackstone Real Estate Income Trust, Inc.
Preferred Apartment Communities, Inc. Announces Proxy Advisory Firms ISS, Glass Lewis and Egan-Jones All Recommend Stockholders Vote “FOR” Proposed Acquisition...
Amazon’s Plan to Sublease Industrial Space May Just Be the Start
Amazon’s Plan to Sublease Industrial Space May Just Be the Start June 9, 2022 | Patricia Kirk | WealthManagement.com Over the last decade, first-mile warehouses have evolved...
Kroll Sees Modest Cap Rate Hikes if Treasury Yields Don’t Climb Too Much
Kroll Sees Modest Cap Rate Hikes if Treasury Yields Don’t Climb Too Much June 13, 2022 | James Sprow | Blue Vault Capitalization rates, or yields that property investors...
Capital Square: Strong Communities. Strong Markets. (subscriber-only content)
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Prospect Capital Preferred Stock Offering – Stability in an Unstable World (subscriber-only content)
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More articles…
In a League of Their Own
Real estate cycles and the stock market do not move in lockstep with one another. And while there may be a few good reasons to use publicly traded REIT indexes as a comparison for nontraded REIT performance, the values of nontraded REITs are more closely tied to the...
Blue Vault Questions Investment News Article
In the article written by Bruce Kelly of InvestmentNews on September 17, 2014, titled “Nontraded REITs stack up well compared with traded REITs,” he states that an August 2014 Green Street Advisors study is the “first to track nontraded REIT performance in comparison...
Blue Vault LifeStages 101
When considering an investment in nontraded REITs, both investors and financial advisors need to be aware that these investment vehicles move through distinct developmental stages over time as they grow from inception to maturity. As a result, their performance...
Separating Fact from Fiction: A Rebuttal to Recent Articles Regarding Nontraded REIT Performance
In our opinion, recent articles and blog postings have presented a biased view of nontraded REIT performance. For example, in the June 15, 2014, Wall Street Journal article titled “Nontraded REITs are Hot, But Have Plenty of Critics” and in online blog posts by the...
Going Beyond the Basic Rating System: Introducing Blue Vault’s New Performance Profiles
Blue Vault was founded on the belief that financial professionals need data and analysis based on fact, not opinion. For the past five years we have developed analytical tools and financial models that offer our clients the full picture of performance free of...
Franklin Square to List First Nontraded BDC on the NYSE
Franklin Square recently announced that it will be listing its first nontraded BDC, FS Investment Corp., on the New York Stock Exchange under the symbol “FSIC.. It is expected to list in April 2014. FSIC was the first nontraded business development company (BDC)...
Fundraising Does Not Equal Performance
Pick any article published about, nontraded REITs within the past year and most likely the primary focus of the article will be about how much money the industry has raised. Over and over again, we continue to see a significant amount of emphasis placed on this topic...
BDCs – A Primer
Blue Vault has formed a strategic alliance with Blue Springs Capital to launch a new report that will monitor and analyze the performance of nontraded Business Development Companies (BDC). Created for the purpose of providing education and enhanced transparency for...
When One Door Closes….
The pace of nontraded REIT offering closings has accelerated significantly over the past six months. In fact, through June 2013, there have been a total of ten offerings that have closed to new investments compared to eight offerings that closed during all of 2012....
The FFO and MFFO Debates
Ask anyone in the real estate investment industry and they will tell you that the metric known as “Funds from Operations,” or FFO, is not perfect. In fact, there has been an ongoing debate within the publicly traded REIT community for years on this very topic. The...










