Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
How many additional interval funds were in operations as of December 31, 2023, compared to December 31, 2022?
For more insights like this, become a Blue Vault member today!
Strategy Is Nothing Without Implementation
By collaborating with a third party like us, you gain access to a broader range of expertise and resources, ensuring that your strategy is not just a document but a dynamic, actionable plan leading to measurable success.
The Rate Cuts Are Coming! The Rate Cuts Are Coming!
We now have ample hands, multiple lanterns, and still can’t find the correct path – the rate cuts are coming, it’s just a question of whether…
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.
Recent News
Background on Watermark-Brookfield Deal
Background on Watermark-Brookfield Deal June 8, 2022 | James Sprow | Blue Vault Watermark Lodging Trust, Inc. announced on May 6, 2022, that it had entered into a definitive...
InPoint Commercial Real Estate Income, Inc. Declares Series A Preferred Stock Dividend
InPoint Commercial Real Estate Income, Inc. Declares Series A Preferred Stock Dividend June 2, 2022 | InPoint Commercial Real Estate Income, Inc. InPoint Commercial Real...
Manufactured Housing: Inland’s Success (subscriber-only content)
Sorry, but you do not have permission to view this content.
Volatility of REITs Compared to S&P 500
In this clip from the Blue Vault: 2021 Alternative Investment Industry Highlights webinar, James Sprow (Senior VP, Research for Blue Vault) compares the volatility of REITs...
AIX: Technology Adoption vs Impact
Watch AIX’s Blue Vault Bowman Alts Week 2022 presentation, featuring Joe Ujobai (CEO) and Brad West (COO). Alternative Investment Sponsors may be contributing...
Keynote: We ALL Take Care of the Capital (Legendary Capital)
Watch Legendary Capital’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Corey Maple (Chairman & CEO). Alternative Investment Sponsors may...
More articles…
JLL Income Property Trust Completes Financing for Apartment Community in Suburban Phoenix
Chicago (DATE, 2020) – JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than…
According to NAREIT, what percentage of American households have investments in REITs?
Answer: NAREIT estimates the number of American households and Americans living in them that own REIT stocks directly or indirectly through…
What percentage ownership do the managers of SmartStop Self Storage REIT have in the equity of the nontraded REIT?
Answer: According to a recent presentation, as of September 30, 2020, management of SmartStop Self Storage REIT own…
SmartStop Self Storage REIT, Inc. Reports 2020 Third Quarter Results and Highlights
LADERA RANCH, CA – November 17, 2020 – SmartStop Self Storage REIT, Inc. (“SmartStop”), a self-managed and fully integrated self storage company with…
Looking Back on 60 Years of REITs
One of the country’s most prominent baby boomers in the business world has aged very well…









