Professional Services Perspectives
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Blue Vault Begins Publishing Q2 2023 Performance Reports
Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the following nontraded REIT pages: CNL Healthcare Properties Q2 2023 Healthcare Trust...
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023?
The fund’s annualized distribution rate…
Investing For Grownups: Why Asset Allocation Matters
Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model of investing in stocks and bonds is not as effective as the model that endowments (think Harvard and Yale) use. Over the last 30 years, the average return in the US for someone using the 60/40 model is 8.2%, not bad. But, the Endowment Model Yale earned 13.1% over the same 30 years…
Doing More Of What Really Matters
Doing More Of What Really Matters August 23, 2023 | Marketing Intent The book, Essentialism – The...
Recent News
Consumer prices rise more than expected, pushed by 9.1% jump in gasoline
Consumer prices rise more than expected, pushed by 9.1% jump in gasoline April 13, 2021 | Jeff Cox | cnbc.com Consumer prices shot higher in March, given a boost by a strong...
Apartment Rent Spreads Stay Negative But the Climate Improves
Apartment Rent Spreads Stay Negative But the Climate Improves The Sunbelt markets keep humming along while cities on the coasts are improving. April 13, 2021 | Les Shaver |...
What Life Company Lenders Like Now
What Life Company Lenders Like Now Mark Ritchie of Gantry on the asset categories these institutional capital sources are favoring this year. April 12, 2021 | Mark Ritchie |...
What are the two Reg. D funds sponsored by Strategic Capital Fund Management that invest in digital infrastructure?
What are the two Reg. D funds sponsored by Strategic Capital Fund Management that invest in digital infrastructure? Answer: Strategic Wireless Instructure Fund invests in...
Griffin Capital Closes on 10th Land Acquisition in Qualified Opportunity Zones
Griffin Capital Closes on 10th Land Acquisition in Qualified Opportunity Zones Griffin Capital announces the closing on the site for its 10th multi-family development in a...
Pacific Oak Capital Advisors Acquires Portfolio of Seven Single-Family Homes in Continued Southeastern Expansion
Pacific Oak Capital Advisors Acquires Portfolio of Seven Single-Family Homes in Continued Southeastern Expansion April 14, 2021 MEMPHIS (Apr. 14, 2021)—Pacific Oak Capital...
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Versus Capital Launches Another Interval Fund
Versus Capital Launches Another Interval Fund August 27, 2017 | Interval Fund Tracker The Versus Capital’s new real assets interval fund was declared effective by the SEC on August 17, 2017. Versus Capital Real Assets Fund, LLC is seeking to raise $450 million...
Florida-based broker-dealers flee Irma, setting up operations out-of-state
Florida-based broker-dealers flee Irma, setting up operations out-of-state September 11, 2017 | Bruce Kelly | Investment News As Hurricane Irma lashed the sunshine state from its tip to its top over the weekend, business continuity plans for independent broker-dealers...
Survey: Physical stores still dominate U.S. grocery
Survey: Physical stores still dominate U.S. grocery September 11, 2017 | Marianne Wilson | Chain Store Age Discount stores and traditional supermarkets are U.S. shoppers’ most popular choices when it comes to buying food. At least for the time being. Nearly...
Institutional Investors Will Continue to Target Real Estate, Even as Pricing Concerns Rise
Institutional Investors Will Continue to Target Real Estate, Even as Pricing Concerns Rise September 8, 2017 | Elaine Misonzhnik | National Real Estate Investor Real estate continues to be viewed as an attractive alternative asset class by global institutional...
How did the median total return for the 19 nontraded BDCs in the Q2 2017 Blue Vault BDC Industry Review compare to the S&P/LSTA Leveraged Loan Index total return for the first half of 2017?
How did the median total return for the 19 nontraded BDCs in the Q2 2017 Blue Vault BDC Industry Review compare to the S&P/LSTA Leveraged Loan Index total return for the first half of 2017? Answer: The median total return for the 19 nontraded BDCs was 4.22% for...










