Professional Services Perspectives
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Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Count on Blue Vault for your Alternative Investment information needs.
Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
The purpose of the Outlook is to provide wealth advisors with a review of where alternative investments sit at the mid-way point of 2024 and what to look for as we move forward through 2024.
Recent News
Legendary Capital Acquires Interest in Hilton Garden Inn at UTEP
Legendary Capital Acquires Interest in Hilton Garden Inn at UTEP September 2, 2022 | James Sprow | Blue Vault Legendary Capital has sponsored the acquisition of an interest...
State Securities Regulators Consider Rules Affecting Nontraded REITs
State Securities Regulators Consider Rules Affecting Nontraded REITs September 1, 2022 | James Sprow | Blue Vault The North American Securities Administrators Association...
506(c) Offerings: No Loss of Exemption if Reasonable Steps Fail to Find Nonaccredited Investor(s)
Sean Raft, CAO and General Counsel of Urban Catalyst in collaboration with The 506(c) Working Group One of the concerns voiced by some members within the broker-dealer...
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published The following Q2 2022 Nontraded BDC pages are now available to Blue Vault subscribers BDC -Apollo Debt...
Blue Vault’s Look at Capital Square
Blue Vault’s Look at Capital Square August 31, 2022 | James Sprow | Blue Vault Quick Facts Founded in 2012, Capital Square sponsors turn-key real estate investment offerings...
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid alternative investments?
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid...
More articles…
Hartman Short Term Income Properties XX, Inc. Increases Q2 21 Monthly Distributions for Shareholders
Hartman Short Term Income Properties XX, Inc., has announced an increase in monthly distributions from…
Blue Vault Announces the Release of Phase IV of the Database
Blue Vault is pleased to release “Phase Four” of its new user interface as part of its launch of the industry’s first-ever, searchable, filterable alts database. Phase Four includes data on Private Placement offerings. To learn more about the brand new Blue Vault...
Which nontraded REIT has increased its gross distribution per share each month from $0.05737926 for the December 30, 2020 record date to $0.06058016 for the May 30, 2021 record date?
Answer: Nuveen Global Cities REIT, Inc. The $0.727 annualized distribution rate based upon the May 30, 2021 record date and the most recent NAV per share…
June 2021 Nontraded REIT Capital Raise Increases 13.2% for Reporting Offerings
Blue Vault received June sales totals for 11 effective nontraded REIT program offerings as of July 10, 2021. Sales reported by…
Capital Square 1031 Acquires Purpose-Built Neuro-Rehabilitation Facility Near Dallas in All-Cash Transaction
Capital Square 1031, a leading sponsor of Delaware statutory trust (DST) offerings for 1031 exchange and other accredited investors, announced today…








