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The Top Employee and Independent Broker/Dealers
This year, J.D. Power found that satisfaction among employee advisors rose 59 points between 2023 and 2024, while satisfaction among independent advisors dropped by 15 points.
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024
Phoenix American was awarded Fund Administration Services of the Year 2024.
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Recent News
Opportunity Zone Funds: Could Changes Be on the Horizon?
Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal...
The Importance of MFFO in Assessing Nontraded REIT Performance
The Importance of MFFO in Assessing Nontraded REIT Performance June 28, 2022 | James Sprow | Blue Vault Most investors in nontraded REITs correctly focus their attention on...
Selections from Q1 2022 Nontraded REIT Industry Review Now Available
Selections from Q1 2022 Nontraded REIT Industry Review Now Available The following sections of the Q1 2022 Nontraded REIT Industry Review are now available to Blue Vault...
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all...
Bento Engine Scores $1.1 Million in Seed Funding
Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it...
Three Reasons Why A Low Quality Website Hurts Your Business
Three Reasons Why A Low Quality Website Hurts Your Business June 24, 2022 | Marketing Intent Have you ever come across a company and visited their website only to be shocked...
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...
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