Professional Services Perspectives
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The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Blue Vault’s alternative investment data includes coverage of 19 active and open nontraded REITs. Which growth-stage offering issued prior to 2023 had the lowest redemption rate as of March 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
BlueGate Opens New Property in Christiana, Expanding Storage Solutions for Middle Tennessee RV and Boat Owners
This marks the 18th property for the Madison Capital Group Holdings subsidiary, and the third in the state of Tennessee.
SEI to Hold Investor Conference in New York City
Presentations by SEI’s executive leadership will describe the company, its markets, solutions and platforms, and strategies for future growth.
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Recent News
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers August 2, 2023 | John Sciarretti | Novogradac Qualified opportunity funds (QOFs) tracked by...
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault...
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault...
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alts to their practice for the first time? Find out in this...
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023?
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023? Answer: Six nontraded BDCs reported...
Nontraded REITs Don’t Own Floundering Enclosed Mall Assets
Jim Sprow | Blue Vault | A July 31, 2023, article in the Wall Street Journal focused on the plunging values of shopping malls. The article quoted real estate research firm...
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Melissa Birdsall Joins ExchangeRight’s Broker-Dealer and RIA Relations Team
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, announced that…
Capital Square Acquires Two-Property Multifamily Portfolio in Asheville, North Carolina for DST Offering
The acquisition is on behalf of a Delaware statutory trust investment offering that seeks to raise $73.1 million in equity from accredited investors…
JPMorgan, Apollo, Pimco, PGIM Fuel New Wave of REIT Products
Blue Owl and Cohen & Steers also are planning to join a market that had seen few new launches since 2019…
Pressure Mounts to Build More Datacenters
The first-half demand for datacenters in the U.S. came to 1,087 MW, more than 95% of the total demand in all of 2021, thanks to the continued…
According to the recent white paper by Cerulli Associates in partnership with Blue Vault, what was the total assets in Nontraded REITs, Interval Funds, Nontraded BDCs and Tender Offer Funds in 2021?
According to the recent white paper by Cerulli Associates in partnership with Blue Vault, what was the total assets in Nontraded REITs, Interval Funds, Nontraded BDCs and Tender Offer Funds in 2021? Answer: $344.8...
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