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Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023?
Blue Vault’s comprehensive alternative investment database is a treasure trove of information.
Peakstone Realty Trust Shares Log Big Gains in Week Ended June 16
Share prices for US equity real estate investment trusts rose alongside the broader market during the week ended June 16. The Dow Jones Equity All REIT index finished the week up 1.25%, while the Dow Jones Industrial Average was up 1.25% and the S&P 500 climbed 2.58%. By property sector, the Dow Jones US Real Estate Industrial index recorded the largest increase, up 2.54%. The apartment and retail indexes followed, each up 0.99%…
Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin talks about events in 2022 that pose a challenge for alternative investments in 2023.
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Inside the V(ALT), with Grier Eliasek [full episode]
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REITs Declined Last Week, Reversing Part of Recent Gains
REITs Declined Last Week, Reversing Part of Recent Gains February 22, 2021 | Calvin Schnure | Nareit REIT share prices declined last week, reversed a part of their recent...
ExchangeRight Achieves 100% Rent Collections in 2020 for All of Its Net-Leased Offerings
ExchangeRight Achieves 100% Rent Collections in 2020 for All of Its Net-Leased Offerings February 23, 2021 | ExchangeRight PASADENA, Calif. – ExchangeRight has...
Registration is Now Open for 2021 Alts Week
Registration is Now Open for 2021 Alts Week Today is the day! Registration is open for the 2021 Blue Vault Bowman Summit. Sign up now for the premier event in Alternative...
JLL Income Property Trust Fully Subscribes Diversified DST Offering
JLL Income Property Trust Fully Subscribes Diversified DST Offering February 18, 2021 Chicago (February 18, 2021) – JLL Income Property Trust, an institutionally managed...
Which interval fund recently paid its 32nd consecutive quarterly distribution at an annualized distribution rate of 5.25%?
Which interval fund recently paid its 32nd consecutive quarterly distribution at an annualized distribution rate of 5.25%? Answer: Bluerock Total Income+ Real Estate Fund...
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The Quiet Moneymaker: Trailer Park REITs Are Averaging 27% Annual Returns
The Quiet Moneymaker: Trailer Park REITs Are Averaging 27% Annual Returns August 4, 2017 | Bisnow | Forbes Manufactured home communities have turned a corner for the better. Commonly referred to as “trailer parks,” these communities have evolved beyond the negative...
The states with the most AUM
The states with the most AUM August 10, 2017 | Harry Zhang | Financial Planning Though Miami and New York are coastal magnets for advisers, those who have made the Midwest home have reaped trillions in assets. The region is rich with wealthy families and thriving...
MVP REIT II Shareholders to Vote on Charter Amendments Related to Potential Listing
MVP REIT II Shareholders to Vote on Charter Amendments Related to Potential Listing August 17, 2017 | James Sprow | Blue Vault MVP REIT I and MVP REIT II entered into a merger agreement on May 26, 2017, pursuant to which each common shareholder of MVP I would receive...
Guggenheim Partners Investment Management to Replace Carey Credit Advisors at Carey Credit Income Fund
Guggenheim Partners Investment Management to Replace Carey Credit Advisors at Carey Credit Income Fund August 16, 2017 | James Sprow | Blue Vault In connection with the recent announcement by W. P. Carey Inc., the parent of Carey Credit Income Fund’s...
Who’s Who in Alternative Investment Offerings?
Investors looking at prospectuses for nontraded REITs (NTRs), Business Development Companies (BDCs), and other alternative investments might see a diagram, organization chart, or other explanation of the entities involved in the offering. But, how can the reader make sense of their roles, especially if some of those entities have the same name or are the same company?



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