Professional Services Perspectives
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Can a ‘financial X-ray’ help advisors address client financial literacy?
Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of Canadians feel their education did not prepare them to manage finances in adulthood.
Blue Vault Publishes Q1 2024 Nontraded BDC Industry Review
Become a Blue Vault member today.
Randy Anderson and Carly Hoeler Named Chair and Vice-Chair of the Blue Vault Educational Board
The Blue Vault Educational Board will play a critical role in educating and informing the industry on key topics related to alternative investments.
Madison Capital Markets Successfully Closes Go Store It Orlando DST: A Prime Self-Storage Investment in the Heart of Central Florida
“The Go Store It Orlando DST is a high-quality investment opportunity that went very quickly. It was only available for a short period due to the high level of investor interest.”
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Recent News
Kevin Best: Benefits of the Blue Vault Database
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times Financial) discusses the benefits of...
Chad Clark: Building Relationships with Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks Chad Clark (Partner & Senior Advisor,...
Andrew Doughty: Selecting Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) and Andrew Doughty (Senior Research Manager,...
Kevin Best on Client Relationships
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times Financial) describes his approach to...
CNB Custody: Alternative Asset Custody: Solutions To Your Biggest Issues
Watch CNB Custody’s Blue Vault Bowman Alts Week 2022 presentation, featuring Michelle Thomas (Vice President, Marketing & Business Development). Alternative...
Opportunity in Energy Corridor and Texas
Opportunity in Energy Corridor and Texas June 10, 2022 | Ralph Bivins | Realty News Report The latest edition of THE RALPH BIVINS PROJECT podcast features an interview with...
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Cerulli Associates and Blue Vault Launch First Ever Comprehensive Survey on Alternative Investments
Cerulli Associates and Blue Vault have partnered on a brand new research study that seeks to understand advisor use of Alternative Investments via a comprehensive approach…
Blackstone REIT Buys 60% of $1.6 Billion Industrial Portfolios
The Blackstone Group Inc.’s Blackstone Real Estate Income Trust Inc. acquired a roughly 60% combined interest in two industrial portfolios with gross value of…
KBS Sells 333,014 Square-Foot Class A Office Property in Phoenix, Arizona for $103.5 Million After Completing Extensive Improvement Program
PHOENIX–(BUSINESS WIRE)–KBS, one of the largest investors in premier commercial real estate in the nation, announced today that it has sold a 333,014 square-foot…
What is the total book value of all real estate assets owned by nontraded REITs?
Answer: Active nontraded REITs, excluding three REITs that are in the process of liquidating their portfolios, had real estate assets totaling…
InPoint Commercial Real Estate Income Reports NAVs
The company updated the appraisal for the Renaissance Chicago O’Hare from $21,600,000 to $14,000,000 following the receipt of a new appraisal…
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