Professional Services Perspectives
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-10-2024
Count on Blue Vault for your Alternative Investment information needs.
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 9-4-2024
Count on Blue Vault for your Alternative Investment information needs.
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast clip.
Recent News
Daniil Shapiro: Advisor Allocations to Alternative Investments
In this video clip from the panel webinar, 2022 Cerulli / Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli) shares what the survey results...
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?...
How CRE Investors Can Create Value
How CRE Investors Can Create Value August 23, 2022 | Marcus & Millichap In this video, John Chang (Senior VP, Director Research Services for Marcus & Millichap)...
ExchangeRight Completes $62 Million Full-Cycle Event
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the completion of its 26th successful full-cycle...
Gladstone Commercial Corporation Executes 5-Year, 4-Month Lease at Office Property in Fort Lauderdale, FL
Gladstone Commercial Corporation Executes 5-Year, 4-Month Lease at Office Property in Fort Lauderdale, FL August 22, 2022 | Gladstone Commercial Corporation Gladstone...
Prospect Capital Schedules Fiscal Year Earnings Release and Conference Call
Prospect Capital Schedules Fiscal Year Earnings Release and Conference Call August 19, 2022 | Prospect Capital Corporation Prospect Capital Corporation (NASDAQ: PSEC) (the...
More articles…
SmartStop Self Storage REIT Recommends Rejection of 3rd Party Tender Offer
The Board of Directors (the “Board”) of SmartStop Self Storage REIT, Inc. (the “Company”) unanimously recommends that you IGNORE the materials that
Fed meeting may mark beginning of the end for pandemicera monetary policy
Inflation is surging, COVID infection rates are plunging and the U.S. is rapidly approaching a 50% vaccination rate. Still, no notable change to the Fed’s
Investors Explore UPREITs as Alternative to 1031s
President Biden’s tax proposal that puts 1031 exchanges on the chopping block is shining a spotlight on UPREITs as an alternative strategy to defer capital gains taxes.
How the Hotel Sector is Navigating the Economic Reopening
Guests are already reserving hotel rooms for what is likely to be a very busy summer. But not every hotel segment is likely to recover at the same pace as the U.S.
ExchangeRight Subscribes $68.15 Million DST Invested in 17 Properties Net-Leased to Essential Businesses
ExchangeRight, a vertically integrated real estate company that has met or exceeded investor cash flow targets on all of its offerings since inception,










