Professional Services Perspectives
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Greenwood Star Acquires Two New Multifamily Communities for GSREIT Near Atlanta
Both properties include attractive 3.63% assumable loans.
Essential Income REIT Achieves Blue Vault’s Top Performance Profile Ratings in Q2 2025
The REIT recorded one of the five lowest redemption rates in Q2 2025, with redemptions totaling 1.28% of weighted average shares outstanding.
September 30 Filing Timeline: What’s Coming Up
Blue Vault’s research keeps you informed about fund performance
Of the nontraded BDCs that Blue Vault tracks, Blackstone Private Credit Fund raised the most capital in Q2 2025 ($2.2 billion). How much has it raised in its public offering since being introduced in 2021?
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Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
As alternative investments continue to be understood better and utilized more by wealth advisors, it’s becoming more apparent that alternative investments no longer...
11 of the 14 NAV REITs had positive Class I shareholder returns in July 2024
Zach Mersman | Blue Vault Nine of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in July 2024. Five of the...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update
Blue Vault anticipates publishing 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and providing data for four additional REITs with limited operations....
Unlocking Infinite Potential: The Transfer Agent Partner for Global Fund Managers
David Fisher | Phoenix American In the ever-evolving landscape of global finance, investment fund managers face a myriad of challenges and opportunities. The demand for...
Maintaining Strong Relationships With Advisors: A Key To Capital Raising Success
Marketing Intent “Set it in and forget it” isn’t a business strategy, especially when it comes to financial advisors offering your investment products. Many firms make the...
Fed officials uneasy about job market as they get ready for Jackson Hole
Howard Schneider | Reuters Federal Reserve officials gathering at the annual central banking conference in Jackson Hole, Wyoming, this week can take some satisfaction that...
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CAIS Expands Alts Offering with Pershing with No Transaction Fees
It’s the second expansion of the offering following new features such as automated transactions and enhanced search and browse capabilities added last year. The collaboration began in 2020.
The Consequences of Cash
Investors may often hear that “cash is king,” but holding on to too much cash and staying out of both private and public investments may have serious repercussions on an investor’s portfolio.
Harnessing the Alts Tech Advantage
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This
contrasts with the 60/40 approach that had been the traditional investment framework utilized by
investment advisors for their clients previously…
The Real Villains of Today’s Housing Market
The tale of the housing market over the past few years, in which big Wall Street firms and greedy Airbnb investors elbowed out first-time buyers and drove up home prices, is appealing. It’s nice and tidy, with a clear delineation between good guys and bad guys. But it also misses the mark.
Leitbox Storage Partners LLC Thrives with Notable Pension Fund Investments
Leitbox’s innovative market approach, which encompasses a diverse array of strategies including development, mixed-use development, conversions, and strategic value-add acquisitions, has markedly enhanced its standing and appeal within the sector.
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