Professional Services Perspectives
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Essential Income REIT Achieves Blue Vault’s Top Performance Profile Ratings in Q2 2025
The REIT recorded one of the five lowest redemption rates in Q2 2025, with redemptions totaling 1.28% of weighted average shares outstanding.
September 30 Filing Timeline: What’s Coming Up
Blue Vault’s research keeps you informed about fund performance
Of the nontraded BDCs that Blue Vault tracks, Blackstone Private Credit Fund raised the most capital in Q2 2025 ($2.2 billion). How much has it raised in its public offering since being introduced in 2021?
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Recent News
LODAS Markets Becomes 3rd Largest US Alternatives Markets Operator; Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading
LODAS Markets Becomes 3rd Largest US Alternatives Markets Operator; Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading August 8, 2023 | LODAS Markets LODAS...
5 Ways To Improve CTAs
5 Ways To Improve CTAs August 3, 2023 | Marketing Intent Have your eyes ever failed you? You can’t find a pen that’s in your hand, a phone that’s on your desk, or for the...
What is Fund Accounting? And What Should Fund Accounting Be?
What is Fund Accounting? And What Should Fund Accounting Be? August 3, 2023 | David Fisher | Phoenix American Fund accounting is a detail-oriented, deadline-driven role...
The True Life Companies Expands Capital Group with Two Highly Tenured Appointments
The True Life Companies Expands Capital Group with Two Highly Tenured Appointments August 8, 2023 | The True Life Companies The True Life Companies (TTLC) , a real estate...
The Word on WealthTech for August 2023
The Word on WealthTech for August 2023 Aug 03, 2023 | Doug Fritz | Wealth Management Welcome to the Word on WealthTech. Each month we offer our take on a few recent...
Messing With The Magic: Why DFW Might Not Outperform This Cycle
Messing With The Magic: Why DFW Might Not Outperform This Cycle August 3, 2023 | Olivia Lueckemeyern | Bisnow The end of 2007 was a tense time for commercial real...
More articles…
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative?
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative? Answer: The median return to shareholders in continuously offered nontraded NAV REITs was negative only in March 2020, once...
Monthly Total Returns to Continuously Offered NTRs Cool Off in July
After 23 consecutive months of median total returns exceeding 0.50% for the 13 continuously offered nontraded REIT programs with monthly NAVs…
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available to Subscribers
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available The following Q2 2022 Nontraded REIT PDFs are now available to Blue Vault subscribers: NTR -Highlands REIT Q2 2022 -Mobile Infrastructure Corp. Q2 2022 -NorthStar Healthcare Income Q2 2022...
Daniil Shapiro: Advisor Allocations to Alternative Investments
In this video clip from the panel webinar, 2022 Cerulli / Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli)…
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024? Answer: Survey respondents gave an average expected distribution in all alternative investments in...











