Professional Services Perspectives
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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…
US commercial property delinquencies rise further in July, report says
Nearly $12 billon of loans in U.S. commercial mortgage-backed securities (CMBS) became newly delinquent, pushing the late payment rate up by 34 basis points from June to 3.93%, a report by credit rating agency KBRA said on Wednesday…
Recent News
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...
Bluerock Residential Growth REIT (BRG) Posts Highest Total Shareholder Return Among All Publicly Traded Multifamily REITs in 2020
Bluerock Residential Growth REIT (BRG) Posts Highest Total Shareholder Return Among All Publicly Traded Multifamily REITs in 2020 January 28, 2021 | Bluerock Residential...
How many nontraded REITs had continuous offerings in 2020?
How many nontraded REITs had continuous offerings in 2020? Answer: 14 nontraded REITs were offering common shares via continuous public offerings in...
Continuously Offered NTRs Show Return Resiliency in 2020
Continuously Offered NTRs Show Return Resiliency in 2020 January 27, 2021 | James Sprow | Blue Vault In a year that showed extreme volatility for the stock prices of listed...
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LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban
LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban June 6, 2017 | by Mason Braswell | AdvisorHub Taking advantage of the Department of Labor’s announcement that it will not actively enforce its fiduciary rule until at least January, LPL...
Hartman¹ – A History of Delivering Value to Investors
Hartman¹ – A History of Delivering Value to Investors June 7, 2017 | PR Rocket HOUSTON (PRWEB) June 07, 2017 The following footnotes are meant to accompany the table. (1) “Hartman” refers to Allen R. Hartman and all affiliated companies. (2) These programs are closed...
Industrial Investors Drawn To Non-Traditional Locations
Industrial Investors Drawn To Non-Traditional Locations CHICAGO—Distribution has changed, and many properties in out-of-the-way locations have assumed tremendous importance in some firms’ operations. June 7, 2017 | by BRIAN J. ROGAL | GlobeSt.com CHICAGO—A...
Effective Nontraded REIT Funds with Limited Operating Results in Q1 2017
Effective Funds with Limited Operating Results in Q1 2017 Each quarter Blue Vault includes a table in the Nontraded REIT and BDC Industry Reviews dedicated to funds that are effective, with limited operating results. Additionally, in the NTR Review, Blue Vault...
Did you know that Blue Vault releases individual nontraded REIT pages (performance pages) as they are completed by Blue Vault. We do not wait…
Did you know that Blue Vault releases individual nontraded REIT pages (performance pages) as they are completed by Blue Vault. We do not wait… to complete the full quarterly NTR Review (approx. 100 pages) until every piece of the Review is completed. By doing so, we...








