Professional Services Perspectives
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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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ShopOne Announces CEO Transition
“It has been an absolute honor to serve as CEO of ShopOne and oversee a strategy that has resulted in significant value for our institutional partners and the communities we serve,” Roche stated.
Recent News
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...
iCapital: An Overview of Structured Products
An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined...
Headroom in Tech Budgets Offers Long-term Upside for Private Capital
Headroom in Tech Budgets Offers Long-term Upside for Private Capital June 13, 2022 | iCapital Key takeaways from this white paper: • Current valuations for tech...
More articles…
Griffin-American Healthcare REIT IV Maintains $0.40 Annualized Distribution Rate
The board of directors of Griffin-American Healthcare REIT IV authorized a daily distribution to Class T and Class I stockholders of record as of…
Office Landlords Will Be Squeezed by Secondhand Market
Office landlords have fared better than shopping-mall owners during the pandemic so far. However, they may soon be competing with their own tenants…
The Parking REIT Unable to Determine Estimated NAV Per Share
In an 8-K filing on December 30, 2020, The Parking REIT’s Board of Directors disclosed that they were unable to determine an estimate of the…
Force Majeure Language Proliferates in Leases
Since the pandemic began, nearly one-third of commercial leases in the US negotiated since March include the pandemic as a force majeure event…
Altigo Year in Review
Altigo Year in Review December 21, 2020 | Heather Acey | WealthForge With the arrival of the pandemic, 2020 brought a substantial shift in the way business is conducted. Firms that allocate to alts had figure out a new way to get paper-based subscription documents to...










