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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ExchangeRight Continues to Sell its Multifamily Investments with Latest Full-Cycle Event
ExchangeRight Continues to Sell its Multifamily Investments with Latest Full-Cycle Event February 10, 2021 PASADENA, Calif. – ExchangeRight has brought its North...
Hamilton Lane Selects UMB Fund Services as Administrator of Firm’s First U.S. Registered Closed-End Fund
Hamilton Lane Selects UMB Fund Services as Administrator of Firm’s First U.S. Registered Closed-End Fund February 9, 2021 MILWAUKEE (Feb. 9, 2021) – UMB Fund Services, Inc....
Where are the two multifamily properties owned by Cottonwood Communities, Inc., a nontraded REIT advised by Cottonwood Residential II, located?
Where are the two multifamily properties owned by Cottonwood Communities, Inc., a nontraded REIT advised by Cottonwood Residential II, located? Answer: Cottonwood West Palm,...
Triton Pacific’s QSR Strategy and the Pandemic’s Third Wave
Triton Pacific’s QSR Strategy and the Pandemic’s Third Wave February 9, 2021 | James Sprow | Blue Vault In October 2020 we spoke with Brian D. Buehler, President and CEO at...
Inside the V(ALT), with Jim Condon of Strategic Capital Fund Management
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Delays Hurt Apartment Developers Already Threatened by Rising Prices
Delays Hurt Apartment Developers Already Threatened by Rising Prices High materials prices and some uncertainty on fundamentals cloud the picture for multifamily development...
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Why Warren Buffett Just Invested in This $2.6 Trillion Industry, and How You Can, Too
Why Warren Buffett Just Invested in This $2.6 Trillion Industry, and How You Can, Too Here’s why net lease real estate could be a smart addition to your portfolio. June 27, 2017 | by Matthew Frankel | The Motley Fool Net-lease real estate investment trust Store...
What Some BDs are Doing Wrong in Cybersecurity
What Some BDs are Doing Wrong in Cybersecurity June 28, 2017 | by Rita Raagas De Ramos | Financial Advisor IQ Finra has found six common cybersecurity weaknesses it has observed from examinations of its member-firms. And the failings read as a to-do list of things...
Yellen: Banks ‘very much stronger’; another financial crisis not likely ‘in our lifetime’
Yellen: Banks ‘very much stronger’; another financial crisis not likely ‘in our lifetime’ June 27, 2017 | by Jeff Cox | CNBC Fed Chair Janet Yellen said Tuesday that banks are “very much stronger” and another financial crisis is...
Labor’s Alexander Acosta and SEC’s Jay Clayton tell lawmakers they will work together on fiduciary rule
Labor’s Alexander Acosta and SEC’s Jay Clayton tell lawmakers they will work together on fiduciary rule In separate appearances before Senate panels, the regulators stressed the cooperation that Republican legislators and opponents of the DOL fiduciary...
5 BDC Sponsors either manage or have registered an interval fund or nontrade closed-end fund. Find out which sponsors:
5 BDC Sponsors either manage or have registered an interval fund or nontraded closed-end fund. Find out which sponsors: • CION Investments • FS Investments • Griffin Capital • NexPoint / Highland Capital Management • Sierra / Medley Management...
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