Professional Services Perspectives
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Headlines
America’s Growing Appetite for Fast Food
Today, QSRs are as popular as ever. In 2022, 27% of consumers stated they are eating fast food more often, compared to 2021.
Blue Vault Completes Publication of March 31, 2024 Interval Fund and Tender Offer Fund IPPs
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.
13 of the 16 NAV REITs had Positive Returns in May 2024
Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices
Blue Vault Performance Page Update 7-8-2024
Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices
Recent News
Deborah Froling: 506(c) Reasonable Steps to Verify
In this clip from the webinar, 506(c) Best Practices, Deborah Froling (Kutak Rock LLP) explains the reasonable steps to verify through in place...
The Expanding Universe of Business Development Companies and their Real-World Investment Impacts
The Expanding Universe of Business Development Companies and their Real-World Investment Impacts July 20, 2022 | John Rickman | WealthForge A recent blog post from...
Cerulli/Blue Vault Survey: Alternative Investments Enter a “Goldilocks” Phase
Cerulli/Blue Vault Survey: Alternative Investments Enter a “Goldilocks” Phase July 19, 2022 | Cerulli Associates Advisors express growing demand for alternative investments;...
Cherie Fournier: Micro-moments
In this clip from the Alts Week 2022 webinar, How to Market to a Goldfish – Combatting the 8-second Attention Span, Cherie Fournier (Marketing Intent) explains the...
What does Gladstone Land Corporation, a listed REIT that issues nontraded preferred stock, invest in?
What does Gladstone Land Corporation, a listed REIT that issues nontraded preferred stock, invest in? Answer: The REIT is engaged in the business of owning and leasing...
UMB: Seven questions to help build distribution strategies for interval and tender-offer funds
UMB: Seven questions to help build distribution strategies for interval and tender-offer funds July 19, 2022 | James Curry | UMB “We wish we’d talked to you six months ago”...
More articles…
Warren Thomas: COVID’s Effect on Multi-Family and Net Lease
In this clip from Inside the V(ALT), Warren Thomas expands on the impact of government mandates in response to the pandemic on historically stable investment strategies.
What percentage of contractual rent due in Q4 2020 and in January thru February of 2021 was collected by Griffin Capital Essential Asset REIT, Inc.?
Answer: Griffin Capital Essential Asset REIT, Inc. collected approximately 100 percent of contractual rent in Q4 2020 and…
Warren Thomas: ExchangeRight Explained
In this clip from Inside the V(ALT), Warren Thomas explores ExchangeRight’s typical investor and how its strategy meets the needs of those investors.
iCapital was founded in 2013 with the goal of making high-quality alternative investments accessible to wealth advisors and their high-net-worth investors, and enabling fund managers to reach new sources of capital. What was the total platform assets as of 2/28/21?
Answer: iCapital had $72.2 billion in assets on their platform as of 2/28/21, supporting 753 funds and 5,812 network members…
U.S. Home Prices Continued to Climb in February
Home-price growth accelerated to a new 15-year high in February, as homebuying demand remained strong and the number of homes for sale…









