Professional Services Perspectives
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Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
ExchangeRight REIT Credit Facility Commitments Increase to $150 Million Following Renasant Bank’s Addition
Expanding the Essential Income REIT’s Credit Facility further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
Recent News
Blue Vault Nontraded REIT Studies: Tracking the Evolution of an Industry
Blue Vault Nontraded REIT Studies: Tracking the Evolution of an Industry October 17, 2023 | Johnathan Rickman | Blue Vault For more than a decade, Blue Vault has been at the...
Housing remains a puzzle in Fed’s inflation fight
Howard Schneider | Reuters Federal Reserve officials throughout this year had pinned their hopes for falling inflation in part on an expected easing of U.S. housing price...
Manageable debt, quality assets cushion US public office REITs against headwinds
Karl Angelo Vidal, Chris Hudgins | S&P Global Market Intelligence The manageable debt and quality assets are cushioning listed office real estate investment trusts in...
SmartStop Opens New Self-Storage Facility in San Gabriel, California
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self-storage company, announced today that it has opened an...
7 Top SEC Exam Priorities for 2024
7 Top SEC Exam Priorities for 2024 Melanie Waddell | Think Advisor The Securities and Exchange Commission has released its 2024 examination priorities to inform investors...
Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion
October 6, 2023 | Heather Acey | Altigo Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently...
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KBS Growth & Income REIT Plans Liquidation
In the quarterly report filed by KBS Growth & Income REIT on November 10, 2022, the Company discusses the necessity of liquidating due to decreases…
Prospect Capital Corporation Announces Launch of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
rospect Capital Corporation (the “Company”) today announced that it has commenced a cash tender offer (the “Tender Offer”) to purchase any and all of the outstanding…
Starwood Property Trust Reports Results for Quarter Ended September 30, 2022
Starwood Property Trust, Inc. (NYSE: STWD) today announced operating results for the fiscal quarter ended September 30, 2022. The Company’s…
2023 Blue Vault Bowman Alts Summit: Early Registration for Wealth Advisors NOW OPEN
Wealth Advisors Can Save $100 off registration through November 30, 2022. Don’t go it alone, bring a colleague! Your registration includes attendance by a second advisor from the same practice at no additional cost, and a discounted rate for the third or more advisors...
Blue Vault Publishes New Interval Fund Individual Pages
Blue Vault Publishes New Interval Fund Individual Pages The following Interval Fund Individual Performance Pages were published and are now available to Blue Vault research subscribers: -Angel Oak Strategic Credit Fund July 31, 2022 -City National Rochdale Select...











