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.
Recent News
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...
Inland Private Capital Corporation’s Latest Full-Cycle Multifamily Transaction Delivers 155% Total Return to Investors
Inland Private Capital Corporation’s Latest Full-Cycle Multifamily Transaction Delivers 155% Total Return to Investors March 10, 2021 Oak Brook, Ill. (March 10, 2021) –...
Alternative Investment Exchange (AIX) Enhances Digital Alt Investing Platform with Support for On-Going Account Maintenance
Alternative Investment Exchange (AIX) Enhances Digital Alt Investing Platform with Support for On-Going Account Maintenance New Offering Automates Entire Experience for...
Blue Vault – Bowman Alts Week 2021: A Quick Overview of Some Insights from Day 2
Blue Vault – Bowman Alts Week 2021: A Quick Overview of Some Insights from Day 2 March 10, 2021 | James Sprow | Blue Vault Prospect Capital, “Prospect Capital...
Altigo Signs Tenth Broker-Dealer Partnership
Altigo Signs Tenth Broker-Dealer Partnership March 10, 2021 Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit...
More articles…
Sentio Healthcare Properties Announces $14.65 Cash per Share Merger Consideration
Sentio Healthcare Properties Announces $14.65 Cash per Share Merger Consideration August 8, 2017 | James Sprow | Blue Vault On August 8, 2017, Sentio Healthcare Properties, Inc. filed an 8-K report to announce the amount of cash per share of common stock to be...
In how many quarters over the last 10 years did the price of traded REIT shares fall?
In how many quarters over the last 10 years did the price of traded REIT shares fall? In 17 out of 40 quarters, the price of traded REIT shares fell according to the FTSE NAREIT All REITs index for the period Q2 2007 through Q1 2017. In Q4 2008 the index fell...
Restaurants Are Still A Strong Retail Anchor
Restaurants Are Still A Strong Retail Anchor August 4, 2017 | Carrie Rossenfeld | GlobeSt.com It may sound cliché, but it’s nonetheless true: the new collection of small restaurant concepts generates remarkable sales per square foot, attracting routine customer...
Strong Demand for Industrial Space Has Lenders Competing for Loans
Strong Demand for Industrial Space Has Lenders Competing for Loans August 4, 2017 | Patricia Kirk | NREIOnline.com With industrial vacancy under 2.0 percent in many U.S. markets and rents continuing to rise, this asset class is the darling of both investors and...
Commercial Real Estate Markets Have Settled in for the Long Haul
Commercial Real Estate Markets Have Settled in for the Long Haul August 3, 2017 | Calvin Schnure | REIT.com Commercial real estate markets appear to have settled in for the long haul. New supply and the growth of demand are roughly balanced in most property sectors,...











