Professional Services Perspectives
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How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?
Gain a competitive edge with Blue Vault’s trusted alternative investment data, empowering advisors to make smarter, data-driven decisions.
How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts
If you’re looking to leap into alts, you need access to independent, credible third-party data to help you verify product sponsors’ artfully worded reports and statements. That’s where Blue Vault comes in.
Bonus Distribution to Investors in the Essential Income REIT’s Class ER Shares Brings Total First Year Distribution Rate to 9.58%
ExchangeRight’s Essential Income REIT Class ER shares achieve a 9.58% total first-year return, bolstered by a bonus distribution from DST fee participation and accretive property acquisitions.
Semi-Liquid Alternatives Demonstrate the Ability to Provide Significant Liquidity to Shareholders in Times of Distress
Despite negative media focus, semi-liquid alternatives balance liquidity, diversification, and long-term returns.
Recent News
March 15: SEC’s Q4 2022 NTR and BDC 10-K Deadline
SEC filing deadline for Q4 2022 Nontraded REIT and BDC 10-K reports is March 15th. Blue Vault anticipates posting the quarter’s first individual performance page PDFs by...
Blackstone Shareholder Redemptions Slow, But Analysts Point to Risks
Blackstone Shareholder Redemptions Slow, But Analysts Point to Risks March 1, 2023 | Mark Heschmeyer | CoStar Investors’ share redemption requests are still exceeding...
What percentage of the REIT’s aggregate NAV at Ares Industrial REIT were redeemed in Q4 2022?
What percentage of the REIT’s aggregate NAV at Ares Industrial REIT were redeemed in Q4 2022? Answer: According to filings with the SEC, approximately 2.43% of the...
Cantor Fitzgerald and Silverstein Properties Announce the Closing of a $165 Million Construction Loan for 44-01 Northern Boulevard in Astoria
Affiliates of Cantor Fitzgerald, L.P., (“Cantor Fitzgerald”) a leading global financial services firm and real assets investment company, and Silverstein Properties...
Building the Brand: Leading With Hut Family Values
Building the Brand: Leading With Hut Family Values February 21, 2023 | Yum! Brands In 1959, the year after the first Pizza Hut® opened in Wichita, Kan., the Carney...
US Hotel Metrics Show Positive Movement in Week Ended February 18
US Hotel Metrics Show Positive Movement in Week Ended February 18 February 24, 2023 | Muhammad Hammad Asif | S&P Capital Market Intelligence U.S. hotel metrics improved...
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iCapital Market Pulse: Amid renewed Fed hawkishness recession risks might be worth hedging
iCapital Market Pulse: Amid renewed Fed hawkishness recession risks might be worth hedging April 7, 2022 | Anastasia Amoroso The FOMC minutes suggest a more hawkish approach than markets have priced in and the risk of a consumer-led recession is rising. Equity returns...
2022 Investment Landscape: Here we go again
2022 Investment Landscape: Here we go again April 12, 2022 | UMB Overview: Play it Again, Sam We are not forecasting a Groundhog Day phenomenon, but 2022 will likely resemble 2021 in many ways. However, as investors emerge from 2021, their concerns that the market is...
The Nuances of Managing Risk in Alternative Assets
The Nuances of Managing Risk in Alternative Assets April 12, 2022 | SS&C Technologies Each alternative asset class introduces valuation challenges such as lower liquidity and higher complexity. Buy-side firms are moving away from simple factor models and towards a...
Comparing fund administrators? Ask three tough questions
Comparing fund administrators? Ask three tough questions April 11, 2022 | Greg Drose | UMB As the asset management industry has changed, so has the fund services industry that serves it. Those changes include offshoring, ownership changes, mergers and divestitures....
Peachtree expands management team
Peachtree Hotel Group has added experienced executives with significant investment, operational and organizational expertise to its management teams…









