Professional Services Perspectives
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Headlines
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Emma Skedgel Joins SEI’s Defined Contribution Team
Appointment reinforces commitment to client service, better member outcomes.
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Recent News
KKR Acquires Portfolio of Six Class A Industrial Warehouses Across the U.S.
KKR KKR, a leading global investment firm, today announced that KKR has acquired a portfolio of six well-located, Class A industrial logistics properties in major U.S....
Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports
Blue Vault will publish 23* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2024. The following ten IPPs were published today and are available to Blue Vault...
The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact
Johnathan Rickman | Blue Vault The best leaders are those who pay it forward. Rather than simply set a good example, they are driven to help pave the way for others’ future...
Capital Square Receives Zoning Approval for Mixed-Use Apartment and Hotel Project in Richmond, Virginia
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of multifamily communities,...
Q2 2024 NTR AND BDC Filing Deadline: August 14, 2024
The SEC deadline for Q2 2024 quarterly financial report filings was August 14, 2024. Blue Vault begins processing data and preparing individual performance reports as...
Elevating Your Firm With High-Quality Marketing: Why It Matters
Marketing Intent For alternative investments sponsors, the quality of your marketing materials can make or break your firm’s ability to attract and retain advisors and...
More articles…
ExchangeRight’s Geoff Flahardy Promoted to President of Strategic Relations
Flahardy joined ExchangeRight in 2014 and has more than 20 years of experience in the financial industry focused on securitized 1031 exchanges. He holds Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA).
LODAS Markets Cuts Trading Fees for NAV REITs, Executes BREIT Trade Just 4.5% below NAV
LODAS Markets, operator of the fourth-largest alternative trading system in the U.S., announced reduced fees to trade NAV REITs* on the LODAS Marketplace…
Gold Leaf Farming , A Unique Investment Opportunity
Blue Vault hosted a very interesting webinar with the co-founders of Gold Leaf Farming, Brandon Rebiero and Jack McCarthy, along with Josh Guggenheim, VP of Acquisitions. Jack and Brandon were introduced five years ago, Brandon a farmer and trained agronomist and Jack a private equity investor…
Capital Square Delivers 157.57% Total Return* to Investors in Raleigh Medical Building DST
Located at 2503 E. Lyon Station Road in Creedmoor, North Carolina, just north of Raleigh and Durham, the single-story building is 100% leased on a long-term basis to Duke University Health System.
What percentage of outstanding debt principal was due before 2025 for those nontraded REITs in Blue Vault’s Q2 2023 NTR Review?
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