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?
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Recent News
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...
WiserAdvisor announces the successful acquisition of Indyfin
WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform August 2, 2023...
Chad Clark: Know Who Is Responsible
In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its...
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom July 31, 2023 | Sebastian Moss | Data Centered...
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals July 28, 2023 | Ciara Long | Bisnow Fundraising shot back up in June for nontraded REITs...
Practice Management: Why Innovators Pounce When Growth Slows
Practice Management: Why Innovators Pounce When Growth Slows July 28, 2023 | Megan Carpenter | Wealth Management If you want to see how business leaders respond to a...
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What the Recent Inflation Numbers Might Mean for Multifamily
Inflation numbers for July were a pleasant change of recent pace, with prices flat from June. But as the National Apartment…
Research Brief: Inflation
Inflation trend may be turning corner. The headline Consumer Price Index in July was up 8.5 percent compared to a year…
SmartStop Self Storage REIT, Inc. Reports Second Quarter 2022 Results
SmartStop Self Storage REIT, Inc. (“SmartStop”), a self-managed and fully-integrated self storage company…
Alternative Investments in 2022: Capitalizing on Markets in Turmoil
2022 brings to financial markets elements advisors haven’t seen in years, if not decades. Equity exposures are under…
CMCT Announces 9460 Wilshire as New Flagship Rolls-Royce Motor Cars Showroom for Luxury and Exotic Car Dealer O’Gara Coach
O’Gara Coach, the world’s largest Rolls-Royce Motor Cars dealer, will occupy the high-profile retail street frontage at 9460 Wilshire which is located at the prominent corner of Wilshire Boulevard and Beverly Drive.
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