Professional Services Perspectives
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Five Questions with Erin Botsford: Allocating to Alts
“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
Why wealth advisors should care about the future of federal tax policy
Blue Vault Alts Summit features expert strategies for harnessing maximum client advantage.
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.
Recent News
Luke Schmidt: Strong Capital Raise Over Short Time Frame
In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), illustrates the strong capital raised in BDCs over a short span of...
Luke Schmidt: New Trend in the Industry
In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), describes a new trend to watch with...
Jim Sprow: Key Points for NTRs in Q2 2022
In this clip from the BV Q2 2022 Update, Jim Sprow (Blue Vault’s Senior VP, Research) addresses a few key points for NTRs in Q2 of...
U.S. mortgage interest rates rise to highest level since 2006
U.S. mortgage interest rates rise to highest level since 2006 October 12, 2022 | Reuters The average interest rate on the most popular U.S. home loan rose to its highest...
Foreign CRE Investors Weigh Opposing Forces
Foreign CRE Investors Weigh Opposing Forces October 11, 2022 | Jeffrey Steele | Commercial Property Executive International geopolitical and economic uncertainty has...
Gladstone Land Announces Increase in Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022, Earnings Release and Conference Call Dates
Gladstone Land Announces Increase in Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022, Earnings Release and...
More articles…
Which nontraded REIT that reported sales to Blue Vault raised the most capital in August 2021?
Black Creek Industrial REIT IV reported sales of $148.2 million in August 2021, up from $139.5 million in July, including DRIP proceeds…
iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market
iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market Strengthens commitment to financial advisor education September 22, 2021 | iCapital Network iCapital Network1, the leading global financial technology...
Continuously Offered Nontraded REITs Have Excellent Returns in August
When it comes to volatility, the monthly total returns on the S&P 500 index was 3.90% compared to the standard deviation of the median returns on the continuously offered nontraded REITs was just 0.50%.
InPoint Commercial Real Estate Income, Inc. Announces Closing of Upsized Public Offering of Preferred Stock
The Company intends to contribute the net proceeds from the offering to its operating partnership, InPoint REIT Operating Partnership, LP…
Lightstone Real Estate Income Trust Renamed “Lightstone Value Plus REIT IV, Inc.”
On September 15, 2021, Lightstone Value Plus REIT IV, Inc. (the “Company”) filed Second Articles of Amendment to the Company’s Articles of Amendment…









