Professional Services Perspectives
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Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Unlocking the Power of an Advisor Hub: Why Educational Content Matters
An advisor hub is a centralized repository where advisors can access all the resources they need without searching through emails, contacting a wholesaler, or navigating a complex website.
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How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?
Answer: As of June 30, 2022, the average distribution rate among open nontraded BDCs was 7.24%. The average distribution rate increased to 8.33% as of June 30, 2023, and...
How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts
Johnathan Rickman | Blue Vault As an advisor, you need to make decisions that align with each of your client’s financial needs and goals; no singular approach works for...
Bonus Distribution to Investors in the Essential Income REIT’s Class ER Shares Brings Total First Year Distribution Rate to 9.58%
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the 2 company has made its first...
Semi-Liquid Alternatives Demonstrate the Ability to Provide Significant Liquidity to Shareholders in Times of Distress
Blue Vault Media outlets today tend to lean towards the negative as human evolution has created a bias and higher consumption rate for negative headlines, and many studies...
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-18-2024
Blue Vault began publishing sections of the Q3 2024 Nontraded REIT Industry Review, with the full review to be available soon. This quarter’s review includes 37 Q3...
Investors Fully Subscribe ExchangeRight Debt-Free Offering Designed for Recession-Resilience
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the full subscription of its All-Cash 7...
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Staying Ahead Of The Marketing Curve
At Marketing Intent, we hold ourselves to the highest standards of quality and customer service. Before any deliverable goes to our clients, we meticulously review and refine it to meet our exacting standards.
Blue Vault Publishes Q4 2023 Nontraded BDC Industry Review
Blue Vault is your hub for Alternative investments
WATCH: ExchangeRight Fully Subscribes a $89.2 Million Net-Leased Portfolio Designed for Stability
“More representatives and advisors are allocating a portion of their clients’ wealth into ExchangeRight’s historically strong-performing offerings to position them for capital preservation…
Alternative Investment Exchange (AIX) Provides Alts Technology to Colorado Financial Service Corp.
“We’re excited to collaborate with AIX and believe their industry-leading technology will create an optimal investing experience for our reps and their clients.”
Blue Vault Q4 2023 Individual Performance Report Update
Blue Vault is your hub for Alternative investments
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