Professional Services Perspectives
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Collecting Intent Signals From Financial Advisors
Intent signals are any actions or behaviors that indicate an advisor’s potential interest in your offering. These signals can take various forms, such as answering a phone call, clicking on an email link, opening an email, or engaging with you on LinkedIn.
Blue Vault’s Research Coverage of Interval Funds
Blue Vault subscribers have access to interval fund reports as well as summary data for the interval fund industry…
Blue Vault Q3 2023 Individual Performance Page Update 01-08-2024
Blue Vault is your hub for Alternative investments
Update on Perpetual Non-Traded BDCs: Increasing Competition May Drive Performance Divergence Among BDCs
BCRED is the largest, with $51.7 billion in assets at 3Q23, followed by Blue Owl Credit Income Corp. and HPS Corporate Lending…
Recent News
Freddie Mac, Fannie Mae Refocus on Workforce Housing Lending
Freddie Mac, Fannie Mae Refocus on Workforce Housing Lending February 17, 2022 | Bendix Anderson | Wealthmanagement.com Freddie Mac and Fannie Mae will continue to be major...
OZ Investments Surge As The Program Attempts To Emerge From The Uncertainty Of Its Early Years
OZ Investments Surge As The Program Attempts To Emerge From The Uncertainty Of Its Early Years February 17, 2022 | Dees Stribling | Bisnow A year-end deadline for tax...
January 2022 Reported Nontraded REIT Sales Down Just 1.1% from December
James Sprow | Blue Vault | Blue Vault received January 2022 sales totals for ten nontraded REIT program offerings as of February 13, 2022. Sales reported by those ten NTRs...
Bluerock Total Income+ Real Estate Fund Logs Record Inflows of $278 Million in January 2022
Bluerock Total Income+ Real Estate Fund Logs Record Inflows of $278 Million in January 2022 February 18, 2022 | Bluerock Bluerock Total Income+ Real Estate Fund (...
Reviving The Paseo
Reviving The Paseo February 14, 2022 | Erik Hayden | Urban Catalyst In the article titled, “The promise of the Paseo: What Urban Catalyst is up to in Downtown San Jose,” we...
Retail REIT Launches With $547M Portfolio Acquisition
Retail REIT Launches With $547M Portfolio Acquisition February 14, 2022 | Dees Stribling | Bisnow National A portfolio acquisition of more than a half-billion dollars has a...
More articles…
How Senior Housing Occupancy Declines Raise Risk for REITs
Over the next 12-24 months, U.S. health-care REITs risk significantly higher leverage and the potential for multi-notch downgrades, as a sustained decline in senior housing occupancy rates is driven…
Tasty Restaurant Group Reports Encouraging Sales Trends
Tasty Restaurant Group, operating affiliate of Triton Pacific’s Tasty Brands, recently reported an encouraging uptick in weekly sales for their consolidated…
Four Springs Capital Trust Launches Altigo to Automate Alternative Investment Subscription Process
Four Springs Capital Trust announced today that it has entered into a strategic relationship with leading alternative investment and technology company WealthForge…
Using UPREITs To Uplift Fund Returns
How could anything good come out of COVID-19?
Blue Vault Office Closing Early Friday, May 22 & Closed Monday, May 25
Our office will be closing at 1:00 p.m. on Friday, May 22, and will be closed on Monday, May 25 in observance of Memorial Day. We will resume…











