Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Barrier Signals in Conversations
Barrier signals are the subtle (or not-so-subtle) cues that advisors and potential investors give when they lose interest or face an obstacle in their decision-making process.
Strategic Storage Trust VI, Inc. Opens New Class A Self-Storage Facility in Greater Montréal
“The launch of our first location in Québec represents a pivotal step in our long-term growth strategy.” — H. Michael Schwartz, Chairman and CEO of SST VI.
Vistra Appoints Jim Lee as Executive Vice President, Sales, Global
Jim Lee’s knowledge and insights of the US market will be incredibly valuable as Vistra continues to scale-up its commercial capabilities across key origination markets in the US, UK and Greater China.
Compliance Challenges in Marketing
Marketing success for alternative investment firms lies in striking the right balance between engaging messaging and regulatory adherence.
Recent News
Jim Sprow: NTR Capital Raise
Jim Sprow (Senior VP Research, Blue Vault) discusses Nontraded REIT Capital Raise from Q42012 to...
Luke Schmidt: Total Industry Assets of Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Total Industry Assets of Nontraded BDC’s from 2016 through...
Jim Sprow: DRIP Proceeds
Jim Sprow (Senior VP Research, Blue Vault) and Stacy Chitty (Managing Partner, Blue Vault) discuss an interesting trend in the DRIP...
NAV REITs Report Negative Median Total Returns for April
NAV REITs Report Negative Median Total Returns for April May 25, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
Jim Sprow: Total Front Load Before Expenses for Class T Shares
Jim Sprow (Senior VP Research, Blue Vault) shows us the Total Front Load Before Expenses for Class T Shares from the Blue Vault Nontraded REIT Fee...
Jim Sprow: Two Ways Fees Assessed
Jim Sprow (Senior VP, Research Blue Vault) explains the 2 ways fees are assessed and how you can see this information in the Nontraded REIT Fee...
More articles…
A Conversation with Brian Mitts of NexPoint on Single-Family Rentals
Blue Vault recently spoke with Brian Mitts, CFO at NexPoint Real Estate Advisors. NexPoint is an alternative investment…
Inland Private Capital Corporation Monetizes 29 CVS and Walgreens Properties on Behalf of Investors
In addition to providing liquidity to investors, the sales also provided investors with the option to utilize their sales proceeds to complete a subsequent tax-deferred exchange.
Adam Larson: Control of Inflation
In this clip from the webinar, What’s Inflation Doing to my Nontraded REIT Portfolio?, Adam Larson (Cottonwood…
Hans Henselman Rejoins Pacific Oak Capital Markets as Chief Executive Officer
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial services industry…
Gladstone Commercial Corporation Announces Sale of Jupiter, FL Office Building
Gladstone Commercial Corporation (Nasdaq:GOOD) (“Gladstone Commercial”) announced today that it sold its Jupiter, FL…







