Professional Services Perspectives
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Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight fully subscribes Net-Leased All-Cash 8 DST, offering 5.20% income from necessity retail tenants and tax-deferred exit strategies.
How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.
Alternative Investments: A Primer for Advisors
Are you a wealth advisor new to alts? Review this primer to get you started!
Recent News
Fred Hubler- Immerse Yourself in Alts at the BV Summit
In this video clip from the webinar, The Future of Financial Services, Fred Hubler (CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group) recommends...
Luke Schmidt: BDC Total Industry Assets through Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, Luke Schmidt (Senior Financial Analyst, Blue Vault), discusses the BDC total industry assets through...
James Sprow- Risks & Returns of NTRs in Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, James Sprow (Senior VP Research, Blue Vault), explains the risks & returns of NTRs in Q3...
James Sprow- DRIP Proceeds of NTRs in Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, James Sprow (Senior VP Research, Blue Vault), discusses the DRIP proceeds of NTRs for Q3...
Luke Schmidt- Annual Distribution Yields of Nontraded BDCs for Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, Luke Schmidt (Senior Financial Analyst, Blue Vault), discusses the annual distribution yields of...
Of the 11 nontraded REITs that reported sales to Blue Vault for November 2022, which raised the most capital via sales of shares for the month?
Of the 11 nontraded REITs that reported sales to Blue Vault for November 2022, which raised the most capital via sales of shares for the month? Answer: FS Credit Real Estate...
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According to the Blue Vault 4th Edition NTR Fee Study, which continuously offered NTRs have the highest Asset Management Fees as a percentage of their total NAVs?
According to the Blue Vault 4th Edition NTR Fee Study, which continuously offered NTRs have the highest Asset Management Fees as a percentage of their total NAVs? Answer: The following continuously offered NTRs have Asset Management Fees based on 1.25% of NAV as of...
SmartStop Asset Management, LLC Completes Successful Liquidity Event for its Power 5 DST Investors, Delivers 141% Total Return
SmartStop Asset Management, LLC (“SAM”) announced today the portfolio sale of two Class A student housing properties, YOUnion@Ann Arbor, located three…
Barings BDC, Inc. Completes Merger with Sierra Income Corporation
On February 25, 2022, Sierra Income Corporation (“Sierra”) completed its previously agreed upon merger with Barings BDC, Inc…
Three Industry Veterans Bring Expertise to UMB
Three Industry Veterans Bring Expertise to UMB February 16, 2022 | UMB UMB’s Fund Services and Institutional Custody teams are growing with the hiring of three industry veterans. Paul Troilo joins Fund Services as global relationship manager, and Tonya Cordray and...
The Role of Foreign Investment in the U.S. CRE Market
In this video, John Chang, Senior Vice President, Director of Research Services for Marcus & Millichap answers the following questions…







