Professional Services Perspectives
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Brian Evans: Alternatives Are a True Diversification Class
Brian Evans (Founder, Madrona Financial Services) reviews five attributes of investing and how many apply to alternative investments in this Blue Vault Minute.
Concerns percolate about how SEC’s AI proposal aligns with Reg BI
An SEC proposal to eliminate conflicts of interest in financial advisors’ use of technology that predicts investor behavior is raising concerns about how it will work with Regulation Best Interest. A split Securities and Exchange Commission voted 3-2 Wednesday to release a proposal for public comment that would require brokerages and investment advisory firms to “eliminate or neutralize” conflicts related to conducting investor interactions through artificial intelligence, predictive data analytics and similar technology…
Blue Vault Expands Coverage of Tender Offer Funds
Blue Vault’s coverage of tender offer funds expands with first-time reporting on ten offerings....
Blackstone’s EQ Office sells Costa Mesa office campus at 10% loss
Blackstone has sold an office campus in Costa Mesa for $91.5 million — about 10 percent less than what it assembled it for between 2013 and 2015. MGR Real Estate, run by Michael Rademaker, bought the 553,000-square-foot complex at 3070 and 3100 Bristol Street, according to Orange County property records. The sale came to about $165 per square foot…
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InPoint Commercial Real Estate Income Declares Q1 2021 Distributions
James Sprow | Blue Vault | The Board of Directors of InPoint Commercial Real Estate Income, Inc. has authorized distributions to stockholders of record on the dates set...
Skilled Nursing Investors Hold On, Despite Pandemic
Skilled Nursing Investors Hold On, Despite Pandemic The sector is evolving in response to the COVID-19 crisis and long-term demographic trends still favor seniors housing...
The 401(k) of real estate: the 1031 like-kind exchange
Dan Wagner | Atlanta Agent Magazine | There is a misconception that Internal Revenue Code Section 1031 like-kind-exchanges are a tool for the rich to dodge real-estate...
KBS Growth & Income REIT to Delay Liquidation
KBS Growth & Income REIT to Delay Liquidation January 28, 2021 In a letter to shareholders filed with the SEC in a January 27, 2021, 8-K, the board of directors of KBS...
Hines Global REIT’s Sale of The Rim for $220 Million
Hines Global REIT’s Sale of The Rim for $220 Million January 28, 2021 | James Sprow | Blue Vault A North Carolina real estate firm has entered an agreement to purchase...
Which global financial technology platform recently agreed to acquire AI Insight, Inc.?
Which global financial technology platform recently agreed to acquire AI Insight, Inc.? Answer: iCapital Network, recently announced it has agreed to acquire the assets of...
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Q1 2017 Nontraded BDC Industry Review Update
June 26, 2017 The full Q1 2017 Nontraded BDC Industry Review is now available for download on the Blue Vault website. You may access this report by clicking on “Subscriber-Only Research”, “Nontraded Business Development Companies (BDCs)”,...
Advisor’s Perspectives: What are the Pros to Alternatives?
Advisor’s Perspectives: What are the Pros to Alternatives? June 9, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs and other alternative investments from an investor’s standpoint. But, how are advisors and Broker...
One diversified NTR recently invested in student housing in Dublin, Ireland. Which NTR was it?
One diversified NTR recently invested in student housing in Dublin, Ireland. Which NTR was it? Answer: Hines Global REIT II, Inc. purchased Montrose Student Residences in Dublin, Ireland, for $41.5 million on March 24, 2017. The property has 205 beds. Learn more...
Ameriprise Cuts Offerings Ahead of DOL Rule
Ameriprise Cuts Offerings Ahead of DOL Rule June 7, 2017 | Financial Advisor IQ Ameriprise is joining its brokerage rivals in reducing the number of funds available on its platform ahead of the Department of Labor’s fiduciary rule, InvestmentNews reports. The firm...
Are Investors Ready to Return to Non-Listed REITs?
Are Investors Ready to Return to Non-Listed REITs? Non-listed REITs are ready to step on the gas and increase fundraising. June 7, 2017 | by Beth Mattson-Teig | National Real Estate Investor The non-listed REIT industry has seen capital flows drop off a cliff in the...
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