Professional Services Perspectives
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Adding Value To Your Webinars
Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors. Read on to learn what advisors want to know about your firm.
Third-Party Information Is Invaluable
Financial advisors love getting third-party information from asset managers. This is what we’ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
“During this heightened economic uncertainty, we are pleased to have provided the investors, representatives, and advisors who turn to ExchangeRight’s historically recession-resilient investment strategy another offering to protect their hard-earned wealth…”
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-7-2023 Blue Vault has published Q2 2023 Individual...
Recent News
Grier Eliasek: Alignment of Interests
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Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments
Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments May 13, 2021 | Phoenix American Phoenix American, a...
Cottonwood Communities Completes $1.6B Merger
Cottonwood Communities Completes $1.6B Merger May 13, 2021 | Cottonwood Communities Cottonwood Communities, Inc. (“Cottonwood Communities” or “CCI”), a publicly registered...
The Transformation of Retail – An Interview with Inland’s CEO Mitchell Sabshon
The Transformation of Retail – An Interview with Inland’s CEO Mitchell Sabshon May 13, 2021 | James Sprow | Blue Vault Mitchell Sabshon is CEO and President of Inland Real...
Which Reg. A+ real estate investment trust sponsored by Cottonwood recently announced an NAV that was up 9% from its 2020 NAV per share?
Which Reg. A+ real estate investment trust sponsored by Cottonwood recently announced an NAV that was up 9% from its 2020 NAV per share? Answer: Cottonwood Multifamily...
Prospect Capital Corporation, one of the largest BDCs with $6.1 billion in capital under management as of 12/31/20, has significant insider ownership. What percentage of shares are owned by insiders as of 12/31/20?
Prospect Capital Corporation, one of the largest BDCs with $6.1 billion in capital under management as of 12/31/20, has significant insider ownership. What percentage of...
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Healthcare Trust Arranges $150 Million in Financing
Healthcare Trust, Inc. (“HTI”) announced on Monday the close of approximately $150 million of additional advances under its existing Fannie Mae master credit facilities with KeyBank National Association and Capital One Multifamily Finance, LLC.
A Discussion with Bluerock About Interval Funds and Total Income + Real Estate Fund
Blue Vault asked Hoffman about some key metrics that can be applied to interval fund performance.
InvenTrust Shareholders Receive Third Party Tender Offer for $1.55 Per Share
InvenTrust Properties Corp. received a cash tender offer from Liquidity Partners Trust I for up to 2.0 million of InvenTrust’s common shares at $1.55 per share.
Phillips Edison Grocery Center REIT I Arranges $195 Million in 14 Secured Mortgage Loans
On October 23, 2017, 14 subsidiaries of Phillips Edison Grocery Center Operating Partnership I, L.P. (“PECO I OP”), and The Guardian Life Insurance Company of America, entered into 14 separate ten-year secured mortgage loans totaling $195 million.
What Interval Fund currently leads the sector with reported net assets of $4.95 billion?
Answer: Stone Ridge Trust II (Stone Ridge Reinsurance Risk Premium Interval Fund) reported net assets of $4,950,183,818 as of 07/31/17.









