Professional Services Perspectives
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Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Qualified opportunity funds (QOFs) tracked by Novogradac reported raising $2.01 billion in equity over the first six months of 2023, including $1.33 billion during the second quarter of the year. Equity reported by QOFs tracked by Novogradac reached a cumulative $36.10 billion as of June 30, 2023. Novogradac is tracking 1,731 QOFs, of which 1,330 report a specific amount raised…
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault Minute.
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault Minute.
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alternative investments to their practice for the first time? Find out in this Blue Vault Minute.
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Recent News
SmartStop Wins Newsweek’s Best Customer Service 2021 Award for Storage Companies
SmartStop Wins Newsweek’s Best Customer Service 2021 Award for Storage Companies February 12, 2021 LADERA RANCH, Calif., Feb. 12, 2021 /CNW/ — SmartStop Self...
What Is the Right REIT Allocation?
What Is the Right REIT Allocation? REITs increasingly are being included in more meaningful allocations in investment portfolios. March 9, 2021 | Abigail McCarthy | Wealth...
Data center real estate is primed to boom after the pandemic forced lives online
Data center real estate is primed to boom after the pandemic forced lives online • Data centers are primed to set growth records this year, according to a new report from...
Blue Vault – Bowman Alts Week 2021: A Quick Overview of Some Insights from Day 3
James Sprow | Blue Vault | Sealy Industrial Partners III, LP., “The New Normal in Industrial Real Estate” Brian Rivera, EVP Business Development, Sealy...
SmartStop REIT Advisors Partners with Pacific Oak Capital Markets as Dealer Manager
SmartStop REIT Advisors Partners with Pacific Oak Capital Markets as Dealer Manager March 11, 2021 LOS ANGELES (Mar. 11, 2021)— SmartStop REIT Advisors,...
Inland is the First DST Company to Join The Real Estate Roundtable 1031 Like-Kind Exchange Coalition
OAK BROOK, Ill. – The Inland Real Estate Group of Companies, Inc. (“Inland”), one of the nation’s largest commercial real estate and finance groups, has joined The Real...
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Nonlisted Interval Fund, Nonlisted Closed-End Funds and Private Placement Sales Down in July
Nonlisted Interval Fund, Nonlisted Closed-End Funds and Private Placement Sales Down in July August 11, 2017 | by James Sprow | Blue Vault Blue Vault reports sales for nonlisted Interval Funds and nonlisted Closed-End Funds. July sales for these funds that were...
NTR Sales Down 30% in July While BDC Sales Decrease 43%
NTR Sales Down 30% in July While BDC Sales Decrease 43% August 11, 2017 | by James Sprow | Blue Vault Sales by nontraded REITs fell 30% in July. The June sales of $350.9 million reported to Blue Vault by nontraded REIT sponsors fell to $245.8 million in July. This was...
The Latest on the DOL Fiduciary Rule
It looks like there’s yet another reprieve on the final implementation of the Department of Labor (DOL) Fiduciary Rule. After sitting on the back burner while President Trump called for a reassessment of the ruling, the DOL earlier this year said that it wouldn’t start full enforcement until January 1, 2018. Now the date has moved to July 1, 2019 – a full 18 months later. Investment News reported on August 9 that the DOL submitted this proposal to the Office of Management and Budget (OMB), and the OMB must review and approve the proposal before it can go into effect. The delay itself could require its own rule making process, according to the article.
Phillips Edison Grocery Center REIT II Reports Second Quarter 2017 Results
Phillips Edison Grocery Center REIT II Reports Second Quarter 2017 Results CINCINNATI–(BUSINESS WIRE)– Phillips Edison Grocery Center REIT II, Inc., a publicly registered, non-traded real estate investment trust (REIT) focused on the acquisition and...
Taking Advantage of Temporary Disconnects in the REIT Market
Taking Advantage of Temporary Disconnects in the REIT Market August 8, 2017 | Brad Case | REIT.com One of the most successful investment strategies, historically speaking, has been value investing: identifying companies whose stock prices have drifted too low,...
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