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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
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
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Andrew Doughty: Types of Alternative Investments Used
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks Andrew Doughty (Senior Research Manager,...
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...
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ICI report on ops headaches for interval fund sponsors flags areas where help is sorely needed, easily found
An interesting recent paper from the ICI Broker/Dealer Advisory Committee, “Consider This: Interval Fund Operational Practices,” looks at several functional areas…
Which nontraded REIT raised $139 million in equity capital in Q3 2020, placing second among all nontraded REITs in capital raised during the quarter?
Answer: Starwood Real Estate Income Trust raised $139 million, including DRIP proceeds, from the issuance of common stock in…
Bow River Capital Selects UMB Fund Services as Administrator of Firm’s First Registered Closed End Interval Fund
MILWAUKEE (Jan. 7, 2021) – UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce…
Which nontraded REIT outbid CIM Real Estate Finance Trust to acquire Cole Office & Industrial REIT II (CCIT II) in a stock-for-stock transaction?
Answer: Griffin Capital Essential Asset REIT, Inc. will acquire Cole Office & Industrial REIT II (CCIT II) in a…
Healthcare Trust Announces Quarterly Stock Dividend
On January 4, 2021, Healthcare Trust, Inc. (the “Company”) announced the declaration of a quarterly stock dividend of 0.01349 shares of the Company’s common stock…
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