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
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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
How does the total capital raised by nontraded REITs in 2021 compare to the total raised in the years 2017 thru 2020?
How does the total capital raised by nontraded REITs in 2021 compare to the total raised in the years 2017 thru 2020? Answer: NTRs raised a total of $35.7 billion in capital...
April 2022 Reported Nontraded REIT Sales Down 21.6% from March
James Sprow | Blue Vault | Blue Vault received April 2022 sales totals for eleven nontraded REIT program offerings as of May 10, 2022. Sales reported by those eleven NTRs...
Inland: How We Entered the Manufactured Housing Sector
Rod Curtis describes Inland Real Estate’s journey into the manufactured housing sector during Alts Week...
Inland: Rental Growth Rates in the Manufactured Housing Space
Rod Curtis & Denise Kramer, from Inland Real Estate, discuss the reasoning behind rental growth rate opportunities in the manufactured housing sector during Alts Week...
Inland: An Affordable Housing Option in High Demand Areas
Rod Curtis (Inland Read Estate) provides an example of how the manufactured housing sector performs during inflation during Alts Week...
Inland: Consolidation of the Sector
Rod Curtis (Inland Real Estate) discusses consolidation opportunities in the manufactured housing sector during Alts Week...
More articles…
Avi Shemesh: How CIM Group Started
Hear about the origins of CIM Group from one of its co-founders.
Avi Shemesh: Goal of CIM Group
In this clip, Avi Shemesh (Co-Founder and Principal, CIM Group) speaks about CIM Group’s focus on providing quality asset management to both institutional and retail investors.
ExchangeRight Has the Right Stuff
Blue Vault recently interviewed Joshua Ungerecht at ExchangeRight, the real estate sponsor that offers diversified portfolios invested in recession-resilient necessity…
Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc.
Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020 SAN RAFAEL, CA – Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real...
U.S. new home sales vault to near 14-year high in August
WASHINGTON (Reuters) – Sales of new U.S. single-family homes increased to their highest level in nearly 14 years in August, suggesting the housing market continued to gain…
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