Professional Services Perspectives
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Headlines
With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry
Blue Vault Q3 2024 NTR data show Blackstone taking control of redemptions and continuing to outperform, potentially signaling a much-needed industry turnaround.
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.
Recent News
Blackstone’s Real Estate Fund Signaling More Pullback in Commercial Sector
Blackstone’s Real Estate Fund Signaling More Pullback in Commercial Sector December 5, 2022 | Emily Gallagher | Pomodo.com In another indication that the Fed’s relentless...
Richard Hillson: Buy into a Sponsor’s Philosophy Before their Product
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) reiterates the importance of knowing a...
John Crosier: It’s Ok to Wait
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Crosier (Aspen Capital Management) explains why it’s ok to make a sponsor...
Charles West: What Keeps an Advisor, Who is New to Alts, Up at Night?
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Charles West (Endurance Financial) describes some concerns that keep an advisor, who...
Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc. Phoenix will fulfill the agent and...
John Trevor: Issue Causing Problems with Billing
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing...
More articles…
ExchangeRight Exits the Multifamily Market
ExchangeRight has brought its sixth and final multifamily offering full cycle, generating total returns of 154.48% including return of…
November 2021 Nontraded REIT Sales Up 5.2% from October
Blue Vault received November sales totals for nine nontraded REIT program offerings as of December 9, 2021. Sales reported…
Interval Funds in the Blue Vault Database
The Blue Vault Database gives subscribers over 350 different potential data points for each of the 56 interval funds listed…
Clip: The Right Investment Manager is Crucial to Success
Watch Jeb Bashaw talk about evaluating asset managers in this clip from Why Advisors Use Alts Series 1: Real Investing Strategies from a Real Advisor.
Clip: None Old and Bold
Watch Jeb Bashaw talk about the secret to advisors’ success in this clip from Why Advisors Use Alts Series 1: Real Investing Strategies from a Real Advisor.








