Professional Services Perspectives
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Unlocking Growth: How Trade Finance Fuels Middle Market Business
Alternative assets are attractive for their ability to deliver stability amid market volatility and provide diversification outside public stock and bond markets.
Syverson Strege Partners with SEI to Elevate Financial Planning Experience
A unified approach to investment management, custody, and technology shapes future growth.
Full Subscription of ExchangeRight All-Cash 15 DST Adds to Acquisition Pipeline for Essential Income REIT
The portfolio’s properties span 103,367 square feet across Texas, Iowa, North Carolina, and Louisiana.
Strengthen Advisor Relationships: Elevate the Conversation Using Objections
Objections shouldn’t be the elephant in the room. They should be the conversation starters.
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Recent News
Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Answer: In the first quarter of 2025, Blue Owl Technology Income Corp. had the highest redemption rate at 3.28%. Discover...
Tender Offer Funds See Strong Capital Raise, Private Equity Push in Late 2024
Johnathan Rickman | Blue Vault The universe of tender offer funds tracked by Blue Vault raised $8.63 billion in the second half of 2024, with the five largest fundraisers...
Inside the Vault: An Exclusive Look at Individual Performance
Johnathan Rickman | Blue Vault For the last 15 years, Blue Vault has helped wealth advisors navigate the alts space with clarity and confidence by gathering and reporting on...
ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight ExchangeRight Managing Partner Joshua Ungerecht is featured in the June issue of Real Assets Adviser with a new article, “How necessity-based real estate...
Blue Vault Q1 2025 Full Nontraded BDC Industry Review is Published
The Q1 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The full review looks at industry statistics such as total assets, historical...
Blue Vault Nontraded REIT Q1 2025 Page Update 6-5-2025
Blue Vault will publish 38 NTR Individual Performance Reports (IPPs) for Q1 2025. Thirty-seven IPPs and the Limited Operations page are currently available (newly published...
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KKR Acquires Portfolio of Six Class A Industrial Warehouses Across the U.S.
The purchase follows KKR’s recent industrial warehouse investments in Nashville, Dallas and Houston. The addition of this approximately two million square foot portfolio brings KKR’s total warehouse acquisitions…
Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports
Count on Blue Vault for your Alternative Investment information needs.
The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact
Lee heads The Wealth Consulting Group (WCG), a Las Vegas, NV-based firm with a history that dates back to 1995. Since 2014, WCG has enjoyed a hybrid relationship with leading independent broker-dealer LPL Financial…
Capital Square Receives Zoning Approval for Mixed-Use Apartment and Hotel Project in Richmond, Virginia
“As Capital Square’s sixth development in Scott’s Addition, this project will fill a large void in the neighborhood, which is in need of hospitality venues to meet the growing demand from visitors to Richmond seeking accommodations near the city’s most vibrant neighborhood.”
Q2 2024 NTR AND BDC Filing Deadline: August 14, 2024
The SEC deadline for Q2 2024 quarterly financial report filings was August 14, 2024. Blue Vault begins processing data and preparing individual performance reports as filings become available for each offering. As individual performance pages are completed, they will...
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