Professional Services Perspectives
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J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.
Blue Vault’s Latest Research Update
See a list of Blue Vault’s latest published research reports, including some newly-covered funds.
Why Social Media Delivers Even When Engagement Looks Invisible
Social media often performs its most valuable work behind the scenes, quietly shaping perceptions, strengthening credibility, and laying the groundwork for new business opportunities.
At the end of Q2, which nontraded BDC offerings had the highest distribution yields across share classes?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
ExchangeRight’s Essential Income REIT Acquires $84 Million Portfolio
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company’s Essential Income REIT has acquired...
AI Is Only As Good As The Humans Behind It
AI Is Only As Good As The Humans Behind It September 15, 2023 | Marketing Intent With the rise of AI, people think it can do everything. But it’s important to understand AI...
Self Storage Isn’t Just For Hoarders: A Primer For Investors
Self Storage Isn’t Just For Hoarders: A Primer For Investors September 5, 2023 | Fred Hubler | Forbes Only one asset class has an average occupancy of 92% and outperformed...
ShopOne and its JV Partners Expand Presence in New England, Acquiring Grocery-Anchored North Providence Marketplace Shopping Center in Rhode Island
ShopOne and its JV Partners Expand Presence in New England, Acquiring Grocery-Anchored North Providence Marketplace Shopping Center in Rhode Island September 18, 2023 |...
Legendary Capital Welcomes Back Chad Whatley as Regional Sales Director
Legendary Capital, LLC, a leading sponsor and manager of alternative investment programs, is thrilled to announce the return of Chad Whatley to the company as Regional Sales...
How many full-cycle events for nontraded REITs are documented in the upcoming 8th Edition Blue Vault Nontraded REIT Full-Cycle Performance Study?
How many full-cycle events for nontraded REITs are documented in the upcoming 8th Edition Blue Vault Nontraded REIT Full-Cycle Performance Study? Answer: The 8th Edition of...
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Luke Schmidt: New Trend in the Industry
In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), describes a new trend to watch with BDCs…
Jim Sprow: Key Points for NTRs in Q2 2022
In this clip from the BV Q2 2022 Update, Jim Sprow (Blue Vault’s Senior VP, Research) addresses a few key points for NTRs in Q2 of 2022…
U.S. mortgage interest rates rise to highest level since 2006
The average interest rate on the most popular U.S. home loan rose to its highest level since 2006 as the housing sector continued to bear…
Foreign CRE Investors Weigh Opposing Forces
International geopolitical and economic uncertainty has solidified the standing of the U.S. as a port in the storm…
Gladstone Land Announces Increase in Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022, Earnings Release and Conference Call Dates
Gladstone Land Corporation (NASDAQ:LAND) (“Gladstone Land” or the “Company”) announced today that its board of directors declared…










