Professional Services Perspectives
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Blue Vault Published its Q2 2025 Full Nontraded REIT Industry Review
The Q2 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. The Review includes 36 Individual Performance Pages (IPPs) and limited data on three additional REITs, including the new StratCap Digital Infrastructure REIT.
ExchangeRight Appoints Jeff Noblin as Senior Vice President of the South Central Region
Noblin brings more than 25 years of leadership experience in wealth management, where he has partnered with financial advisors and institutions to deliver alternative investment strategies designed for long-term value.
Blue Vault Q2 2025 Full Nontraded BDC Industry Review is Published
The Q2 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The review includes 24 Individual Performance Pages (IPPs).
Hotels And Private Credit: A Match Made In Heaven
When traditional banks deny loan applications or tighten their purse strings, private credit can provide the reliability and flexibility that owners need to move commercial projects forward.
Recent News
How Alts and Annuities Help Ginsberg Financial Strategies Develop ‘Empowered Retirement’ Plans for Clients
Johnathan Rickman | Blue Vault After more than a decade of working with business owners in the early 2000s as an attorney and commercial lending executive, Michael Ginsberg...
NexPoint Launches Self-Storage DST Offering with Class-A Properties in Maryland and Florida
NexPoint NexPoint, a multibillion-dollar alternative investment firm, recently announced the launch of NexPoint Storage V DST, a Delaware Statutory Trust (“DST”)...
Blue Vault Q1 2024 NTR Review Update 6-17-2024
Nontraded REITs Forty-two Nontraded REITs filed 10-Qs with the SEC this quarter. Blue Vault has published a total of 38 Q1 NTR Individual Performance Pages plus a Limited...
MCGH Announces Multiyear Sponsorship Deal with PGA Tour Winner Jake Knapp
Madison Capital Group Madison Capital Group Holdings (MCGH), a leading vertically integrated real estate investment and development firm specializing in Multifamily,...
Louis F. Goodmon Named Director of Acquisitions for Madison Commercial
Madison Commercial Madison Commercial has appointed Louis F. Goodmon as the Director of Acquisitions. He will lead efforts to identify and secure net leased assets in the...
Can a ‘financial X-ray’ help advisors address client financial literacy?
David Kitai | Wealth Professional Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of...
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Smaller Apartment Markets Become a Great Investment Opportunity
Due to work-from-home and hybrid work options and the appeal of more affordable lifestyles, many people have left big cities behind and are calling less costly, less congested smaller markets home. In such places, the desire for a work-play balance becomes more of a reality than just part of a wish list…
Infill industrial transload facility trades for $74.7M in Savannah
JLL Capital Markets announced today that it arranged the $74.7 million sale of an infill industrial, build-to-suit transload facility totalling 136,240 square feet in Savannah, Georgia…
Apartment Developers Turn to Non-Bank Lenders for Construction Loans
Apartment developers are finding ways to pay for new construction projects–without using loans from traditional banks. For years, multifamily developers have relied on large, short-term loans from banks to finance the construction of new apartment buildings. But rising interest rates and a string of banks failures—most prominently Silicon Valley Bank, Signature Bank and First Republic Bank—have thrown a shock to capital markets.
Top 5 Advantages of Rule 506(c)
Top 5 Advantages of Rule 506(c) July 25, 2023 | Jim Raper | WealthForge When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule 506 of Regulation D was split into 2 distinct exemptions, 506(b) and 506(c). 506(b) preserved...
Stacy Chitty: When Dividend Yields Can Be Deceptive
There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).











