Professional Services Perspectives
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How many nontraded BDCs had debt investment portfolios with 100% floating rates as of March 31, 2024?
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The Importance of Consistent Communication in Financial Advisor Relationships
Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.
Michael Kitces to Headline the Blue Vault Alts Summit 2025
Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will take place March 10-12, 2025, at the Omni PGA Frisco Resort.
Need for Recession-Resilient Income Drives Full Subscription of ExchangeRight’s $82.28 Million Offering
The offering contains 13 properties diversified across 10 states and 5 historically recession-resilient tenants, including FedEx, Tractor Supply, Dollar General, Dollar Tree, and Family Dollar.
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Recent News
ExchangeRight Offering Achieves 132.28 to 147.89 Percent Total Returns Including Return of Capital
ExchangeRight Offering Achieves 132.28 to 147.89 Percent Total Returns Including Return of Capital September 29, 2022 | ExchangeRight ExchangeRight, one of the nation’s...
Global Property Fund Returns Remained Strong despite Regional Divergence
Global Property Fund Returns Remained Strong despite Regional Divergence September 28, 2022 | Niel Harmse | Commercial Property Executive Global real estate funds delivered...
Blackstone Remains the Best Alts Marketer, but Millennium and Apollo Are Closing In
Blackstone Remains the Best Alts Marketer, but Millennium and Apollo Are Closing In September 29, 2022 | Grace Chung | Institutional Investor Alternative investment managers...
Is the Market Ripe for Investing in Farmland?
Is the Market Ripe for Investing in Farmland? September 28, 2022 | John Rickman | Altigo As market worries deepen and faith in the 60/40 rule recedes, wealth managers are...
Using Blue Vault Data to Analyze Distribution Sustainability
James Sprow | Blue Vault | Blue Vault has been reporting metrics to gauge the performance of nontraded REITs since our beginning in 2009. Given the uniqueness of commercial...
Mark Lavery: Is There a Typical Structure of an Interval Fund Portfolio?
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) addresses whether or...
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Student housing survives pandemic and investment returns
The pandemic can’t keep student housing down. In fact, it may even be graduating to a new era as college students…
Preferred Capital Securities CEO and President Purchase Firm from Founders
Preferred Capital Securities LLC, an independent managing broker-dealer, has been sold via a management buyout. Financial terms of…
What has been the average capital raised by the last four ExchangeRight Net Leased DST Portfolios?
Answer: ExchangeRight’s Net Leased DST Portfolios 46 thru 49 have raised an average of $38.3 million each…
August 2021 Nontraded REIT Sales Reveal Strong Y-O-Y Rebound
Blue Vault received August sales totals for 10 effective nontraded REIT program offerings as of September 10, 2021. Sales reported by those 10 NTRs totaled…
Moody National REIT II Reports on Impact of COVID-19 Pandemic
On September 8, 2021, Moody National REIT II, Inc. distributed to financial advisors, and posted on the Company’s website, a video statement from…
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