Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
If Not 60/40, What? Managers and FAs Weigh In
To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.
An Advisor’s Guide to Elections and the Markets
YCharts’ latest guide, How Do Presidential Elections Impact The Market? answers the most commonly asked questions that financial advisors hear from clients during an election year.
Leitbox Storage Partners, LLC Opens New Facility in Hilton Head, SC Second facility opened by Leitbox in Q1 2024
This new development is just half a mile from our existing Hilton Head facility and will be run as an annex of that asset,” said Bill Leitner, founder and principal of Leitbox Storage Partners, LLC.
How Alts and Annuities Help Ginsberg Financial Strategies Develop ‘Empowered Retirement’ Plans for Clients
Learn more about Ginsberg Financial Strategies and consider joining them in becoming a Blue Vault member today!
Recent News
Urban Catalyst: More Than Fund Managers
Urban Catalyst: More Than Fund Managers May 12, 2022 | Erik Hayden | Urban Catalyst When investors are considering putting their capital gains into a Qualified Opportunity...
SmartStop Self Storage REIT, Inc. Acquires Self Storage Facility in the Jacksonville, FL Metropolitan Area
SmartStop Self Storage REIT, Inc. Acquires Self Storage Facility in the Jacksonville, FL Metropolitan Area May 17, 2022 | SmartStop Self Storage REIT, Inc SmartStop Self...
NexPoint Announces New Single-Family Rental Initiative
NexPoint Advisors, L.P. (“NexPoint”), a multibillion-dollar alternative investment platform, today announced the formation of a new NexPoint advised real estate...
Investors, End-Users Compete for Last-Mile Warehouses as Rents Skyrocket
Investors, End-Users Compete for Last-Mile Warehouses as Rents Skyrocket May 16, 2022 | Patricia Kirk | WealthManagement.com Last-mile facilities, which were already highly...
Self Storage Sector Continues to Enjoy Rapid Growth in 2022
Self Storage Sector Continues to Enjoy Rapid Growth in 2022 May 19, 2022 | Michael Gerrity | Commercial Real Estate News Yardi Matrix is reporting this week the U.S....
Blackstone REIT and Investors Sign 30-Year Lease with MGM Resorts
Blackstone REIT and Investors Sign 30-Year Lease with MGM Resorts May 18, 2022 | MGM Resorts International MGM Resorts International completed the acquisition of the...
More articles…
Clip: Importance of Investment Diversity
In this clip, Stacy Chitty and Grier Eliasek touch on diversification and its effect on volatility.
Clip: Who is Prospect Capital Corporation?
In this clip, Grier Eliasek introduces PSEC and how it evolved.
Which five nontraded REITs reported higher net asset values (NAVs) in the Blue Vault’s Q2 2020 Nontraded REIT Review, up from their NAVs in the Q1 2020 report?
Answer: The five NTRs with higher NAVs were Rodin Income Trust, Inc., Starwood Real Estate Income Trust, Inc….
September 2020 Nontraded REIT Capital Raise Surges 38.5% for Reporting Offerings
Blue Vault received September sales totals for 12 effective nontraded REIT program offerings as of…
AIX Is Transforming the Alternative Investment Process by Changing the Game
AIX Is Transforming the Alternative Investment Process by Changing the Game October 12, 2020 | James Sprow | Blue Vault Blue Vault recently discussed with Brad West, COO at AIX Alternative Investment Exchange (“AIX”), how AIX is taking on the challenges that have been...










