Professional Services Perspectives
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Blue Vault Q4 2025 Nontraded REIT Performance Reports April 20th Update
Thirty-five of forty Q4 2025 Nontraded REIT Individual Performance Reports are now available to Blue Vault members.
Madison Capital Group Fully Subscribes Fresh Stop Texas DST
Madison Capital Group raised approximately $13.2 million from investors, with equity proceeds from the offering used to acquire four convenience stores in Texas that will be re-imaged as Fresh Stop locations.
How to Address Client Concerns About Semi-Liquid, Credit-Focused Funds
Offerings with limited liquidity like nontraded BDCs and interval funds balance portfolios by differentiating income and preserving investor capital.
Structured Investments in 2026
Explore structured investments in 2026, including key trends, market growth, note structures, and portfolio applications.
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Recent News
Maximize Your Conference ROI
Marketing Intent It’s that time again—conference season. Whether you’re packing for an industry event across the country or just starting to plan your calendar, you’re...
Austin: Cottonwood Group Backs BillionToOne Expansion with $105M Construction Loan
Cottonwood Group Cottonwood Group, a private equity real estate investment firm, has closed a $105 million senior construction loan to support the development of a...
CIM Real Assets & Credit Fund Announces Monthly Dividends
CIM Group CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Trustees has declared monthly cash dividends of $0.147 per share of...
J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Imagine you just made an investment – and it lost value overnight. Most...
Blue Vault’s Latest Research Update
Blue Vault added several new member-only Individual Performance Reports to its website. Here is the full list, including some first-time reports noted in orange font:...
Why Social Media Delivers Even When Engagement Looks Invisible
Marketing Intent There’s a curious paradox about social media in the world of alternative investments. You post, you wait, you refresh the screen and nothing. No likes, no...
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Fred Talk: A Live Huddle for Wealth Advisors
“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.
Five Questions with Erin Botsford: Allocating to Alts
“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
Why wealth advisors should care about the future of federal tax policy
Blue Vault Alts Summit features expert strategies for harnessing maximum client advantage.
With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry
Blue Vault Q3 2024 NTR data show Blackstone taking control of redemptions and continuing to outperform, potentially signaling a much-needed industry turnaround.
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