Professional Services Perspectives
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Newly Published Interval Fund, Tender Offer Fund & Nontraded LLC Performance Reports
Blue Vault is pleased to announce the publication of the following interval fund, tender offer funs, and nontraded LLC individual performance reports for the period ending March 31, 2023 Interval Funds ACAP Strategic Fund March 31, 2023 Alternative...
Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the quarter?
The answer is in Blue Vault’s comprehensive alternative investment database.
Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives
CaliberCos Inc. (NASDAQ: CWD), a leading vertically integrated alternative asset manager, today announced the expansion of its internal wholesale team, which will significantly extend its reach into the Registered Investment Advisor (RIA) and independent broker-dealer channels…
Legion Capital Selects Wealthforge as Managing Broker-Dealer
Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey |...
Recent News
Phillips Edison Weighs Shareholder Liquidity Options
Phillips Edison Weighs Shareholder Liquidity Options March 26, 2021 Phillips Edison & Co. Inc. said its board and management are evaluating options to provide the...
Investors set sights on rising star cities in the Sun Belt and Mountain West
Investors set sights on rising star cities in the Sun Belt and Mountain West While gateway cities will always remain attractive, residents and investment shift towards Sun...
The Transparency of Investing in Brick and Mortar Real Estate
The Transparency of Investing in Brick and Mortar Real Estate The private commercial real estate investment market will continue to grow. March 22, 2021 | Jason S. Weissman...
What has been the average realized IRR across 338 realized investments as of December 31, 2020, for Prospect Capital Management’s investments?
What has been the average realized IRR across 338 realized investments as of December 31, 2020, for Prospect Capital Management’s investments? Answer: Prospect Capital...
Phillips Edison Acquires Hickory Creek Plaza in Denton, Texas
Phillips Edison Acquires Hickory Creek Plaza in Denton, Texas March 24, 2021 DENTON, Texas – March 24, 2021 – Phillips Edison & Company, Inc. (“PECO”), an...
Ending 1031s hurts land conservation, farmers
Ending 1031s hurts land conservation, farmers We don’t inherit the earth from our ancestors, we borrow it from our children. —Native American proverb March 23, 2021 |...
More articles…
Family Offices Want to Play it Safe When Making Real Estate Bets
Family Offices Want to Play it Safe When Making Real Estate Bets September 25, 2017 | John Egan | National Real Estate Investor Family offices have seen a slight dip in real estate allocations, but new data suggests they’re still sold on the asset class as an...
Of the nineteen nontraded BDCs covered in the Q2 2017 Blue Vault BDC Industry Review, how many are currently open and raising funds?
Of the nineteen nontraded BDCs covered in the Q2 2017 Blue Vault BDC Industry Review, how many are currently open and raising funds? Answer: Thirteen Subscribers may now access the Q2 2017 Nontraded BDC Industry Review Report and Individual Reports Blue...
What nontraded BDC reported assets under management of $5.09 billion?
What nontraded BDC reported assets under management of $5.09 billion? Answer: FS Investment Corporation II Learn more about FS Investments on the Blue Vault Sponsor Focus page. Click Here FS Investments promotes Mike Kelly to president FS Investments...
InvenTrust Properties Acquires Kyle Marketplace
InvenTrust Properties Acquires Kyle Marketplace September 25, 2017 | Luke Schmidt | Blue Vault On September 28, 2017, InvenTrust Properties Corp. announced that it had acquired Kyle Marketplace, a 226,000 square foot H-E-B Plus-anchored center, for $59 million. “This...
Delay in Fiduciary Rule Implementation Causing Issues
Delay in Fiduciary Rule Implementation Causing Issues September 25, 2017 | Luke Schmidt | Blue Vault The proposed delay in the implementation of the Labor Department’s fiduciary rule has created some issues that could hinder the financial services industry. This is...










