Professional Services Perspectives
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Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Recent News
ExchangeRight’s Warren Thomas Keynotes Blue Vault Summit
James Sprow | Blue Vault | Warren Thomas, a co-founder and managing partner of ExchangeRight, a sponsor of REIT, fund, and 1031 DST portfolios focused on long-term,...
NAV REITs Report Improving Monthly Total Returns for February
NAV REITs Report Improving Monthly Total Returns for February March 21, 2023 | James Sprow | Blue Vault While the median monthly total return for 16 continuously offered...
Gladstone Land Provides Update On California Flooding
Gladstone Land Corporation (NASDAQ:LAND) (“Gladstone Land” or the “Company”) provided the following business update in light of the recent and...
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors March 22, 2023 | J.P. Morgan J.P. Morgan (NYSE:...
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023?
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023? Answer:...
CIM Real Assets & Credit Fund Announces 16.7% Dividend Increase
CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends of $0.148 per share of Class A...
More articles…
Why Retail May Be the Next Commercial Real Estate Sector to Look At
While much of the good news across commercial real estate sectors during the pandemic has come from industrial, multifamily, and self-storage…
The Logic Behind Taking Listed REITs Private
Of course, the most famous example of an offer to take a listed company private is the deal put forward last month by Elon Musk to buy Twitter.
Blackstone Inc. to buy PS Business Parks Inc. for About $7.6 Billion
Blackstone Inc. agreed to buy PS Business Parks Inc. for about $7.6 billion, expanding its bets on real estate across the U.S…
Blackstone to buy PS Business Parks in $7.6 billion take-private deal
Blackstone Inc (BX.N) on Monday agreed to buy real estate investment trust (REIT) PS Business Parks (PSB.N) for $7.6 billion…
Leitbox Storage Partners Acquires Self-Storage Facility in Raleigh, NC
Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform, based in Birmingham, Alabama…










