Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
How many new nontraded REIT offerings were introduced in 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
As the end of Q1 2025, investors saw several positive impacts from the industry upsurge, including an average distribution yield of 8.77% and abounding opportunities with 21 open funds currently raising capital.
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
The newly launched Class D shares are specifically designed for registered investment advisors and custodial platforms and offer one of the lowest fee structures in the industry.
2025 CAIS Alternative Asset Manager Survey Report
Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.
Recent News
Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about events in 2022 that pose a challenge for...
Seeing the Effects of Higher Interest Rates on Housing Supply
Seeing the Effects of Higher Interest Rates on Housing Supply June 21, 2023 | James Sprow | Blue Vault Fewer builders are starting new homes amid high prices for materials...
US Homebuilder Sentiment Increases to Almost One-Year High
US Homebuilder Sentiment Increases to Almost One-Year High June 19, 2023 | Vince Golle | Bloomberg US homebuilder sentiment advanced in June to an 11-month high as a limited...
Tax Advantages of Public Nonlisted REITS
Tax Advantages of Public Nonlisted REITS April 18, 2023 | J.P. Morgan Asset Management The tax laws applicable to non-listed REITs may reduce, defer or eliminate taxes....
Capital Square Multifamily Portfolio Reports 94.8% Occupancy at End of First Quarter 2023
Capital Square Multifamily Portfolio Reports 94.8% Occupancy at End of First Quarter 2023 June 20, 2023 | Capital Square Capital Square, one of the nation’s leading...
NAV REITs Report Negative Median Total Returns for May
NAV REITs Report Negative Median Total Returns for May June 19, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
More articles…
StratCap Adds New Executive to its Data Center Team
“Jake brings extensive industry relationships, a proven track record of success in data center investment activities and has a keen awareness of market trends…”
John Denza: Air-Gapped Concept
In this video clip from the webinar, Cryptocurrency in IRAs: An Easy Solution, John Denza (ErisX) explains the concept…
According to Bankrate’s 10th annual survey on Americans’ favorite long-terms investments for building wealth, what asset class was the most popular?
According to Bankrate’s 10th annual survey on Americans’ favorite long-terms investments for building wealth, what asset class was the most popular? Answer: Real estate was the top answer in this year’s Bankrate survey, with 29% of respondents saying...
Capital Square Acquires 350-Unit The Trails at Short Pump Apartment Community Located in Affluent Suburban Richmond Market
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of…
Blue Vault’s Analysis of Cottonwood Communities
As the S&P 500 was down 20.6% from the start of 2022 thru June 30, there is a nontraded REIT that reported a 22.05% total return to its Class I…










