Professional Services Perspectives
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ShopOne and its JV Partners Expand Presence in New England, Acquiring Grocery-Anchored North Providence Marketplace Shopping Center in Rhode Island
North Providence Marketplace has been a fixture of the North Providence community for over 50 years, and is considered the dominant center of its kind in the trade area.
Legendary Capital Welcomes Back Chad Whatley as Regional Sales Director
As Regional Sales Director, Chad will play a pivotal role in expanding Legendary Capital’s reach and strengthening relationships within the financial advisor community.
It Should Be Obvious What Rising Rates Are Doing to Commercial Real Estate
In an article we published on the Blue Vault website on September 6, 2023, we asked the question “What Happened to Ares Industrial REIT’s NAVs.” After looking at the possible relationship between Ares Industrial REIT’s NAVs over the past two years and the monthly returns posted by NAREIT’s listed REITs categorized as “Industrial” REITs, we concluded that the factors impacting listed REITs with similar investments in industrial assets couldn’t be the cause for Ares Industrial REITs relatively lackluster trends in per share NAVs…
Recent News
Clip: Balancing Value Growth and Distribution Coverage
Clip: Balancing Value Growth and Distribution Coverage In this clip from Inside the V(ALT), Michael Schwartz talks about growing NAV and cash flow for investors. Click...
Clip: Solving for Income and Growth in Single Family Rental
Clip: Solving for Income and Growth in Single Family Rental Is it difficult to achieve income and growth in the single family rental sector? Find out what Ben Aitkenhead...
Clip: Who is SmartStop?
Clip: Who is SmartStop? In this clip from Inside the V(ALT), Michael Schwartz reviews SmartStop’s offerings, AUM, and more information about its platform. Click...
Ben Aitkenhead: Solving for Income and Growth in Single Family Rental
Is it difficult to achieve income and growth in the single family rental sector? Find out what Ben Aitkenhead thinks in this clip from Inside the...
Ben Aitkenhead: Investing in Scale
In this clip from Inside the V(ALT), Ben Aitkenhead talks about giving investors the opportunity to invest in scale through single family rental nontraded...
Michael Schwartz: Balancing Value Growth and Distribution Coverage
In this clip from Inside the V(ALT), Michael Schwartz talks about growing NAV and cash flow for...
More articles…
The Huge Difference Between Traded and Non-Traded REITs
Unlike the traded variety that can be sold immediately on a public exchange, non-traded REITS have no public market if you want to liquidate the shares, making them much more illiquid.
Schwab IMPACT: SEC Should Consider B/D-Only Rules
Investment advisors prefer that the SEC leaves the Investment Adviser’s Act fiduciary duty alone.
RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
SEC Filings Part 2: A Closer Look at Some Key Issues
SEC Filings Part 2: A Closer Look at Some Key Issues November 15, 2017 | by Beth Glavosek | Blue Vault The Securities and Exchange Commission (SEC) aims to make it as easy as possible for investors to fully research companies before they invest in them. You can use...
Interval Funds Explained
What is an “interval fund”? Interval funds are SEC-registered closed-end funds that provide continuous offerings of their securities. They usually price and sell their shares daily, but do not list them on an exchange. They redeem shares by making periodic repurchase (tender) offers at net asset value in compliance with Rule 23c-3(b) of the Investment Company Act of 1940.










