Real Estate’s Enduring Qualities, Part 2 October 25, 2018 | Beth Glavosek | Blue Vault From time to time, it’s good to revisit the basics about why commercial real estate (CRE) makes sense for many investors. CRE is broadly defined as any property that can produce income. The most common categories of CRE include …
From time to time, it’s good to revisit the basics of why commercial real estate (CRE) makes sense for many investors…
Going the ‘Last Mile’ August 29, 2018 | Beth Glavosek | Blue Vault It’s no secret that e-commerce has taken off exponentially, and part of what drives consumers’ online shopping behaviors is the ability to receive products quickly. Getting products delivered in as timely a manner as possible requires “reducing the friction.” In a …
SEC Receives an Earful on ‘Reg BI’ August 15, 2018 | Beth Glavosek | Blue Vault Ever since the long-debated Department of Labor (DOL) Fiduciary Rule faded away earlier this year, regulators have attempted to keep the spirit of the ruling alive by implementing a substitute rule. In April, the Securities & Exchange Commission …
Blog Post: Are Flat-Fee TAMPs a Boon to RIAs? August 2, 2018 | Beth Glavosek | Blue Vault In an era in which fees have come under scrutiny, one major selling point of the Registered Investment Adviser (RIA) model is the channel’s commitment to transparency, lower fees, and the highest level of fiduciary care. …
Why Are More RIAs Looking to Alternatives? July 19, 2018 | Beth Glavosek | Blue Vault Registered Investment Advisor (RIA) advisers have historically shied away from alternative investments because of the fees associated with them and a lack of access to alternatives on their investment platforms. However, with adjustments in fee structures that make …
Industrial: Real Estate’s Hottest Sector? July 5, 2018 | Beth Glavosek | Blue Vault According to a recent Wall Street Journal article, development of industrial space in the U.S. is at a 10-year high, and there are no signs of a slowdown any time soon. In fact, roughly 247 million square feet of new industrial …
Are Hybrid RIAs Changing the Industry? June 19, 2018 | Beth Glavosek | Blue Vault In the last blog post, we talked about some differences between Independent Broker Dealers, Registered Investment Advisers, and Wirehouses, as well as the types of advisors associated with each firm. RIAs have generally been regarded as completely different models from …
The World of Investment Advice Professionals June 6, 2018 | Beth Glavosek | Blue Vault In the last blog post, we offered an overview of the types of firms that sell alternative investments. Within the channels of Independent Broker Dealers, Registered Investment Advisers, and Wire Houses, investors can expect to work one-on-one with an investment professional …
Overview of Sales Channels May 23, 2018 | Beth Glavosek | Blue Vault The alternative investment industry has long relied on the Independent Broker Dealer (IBD) channel for its sales; however, a broader array of financial firms are embracing the benefits of income and non-correlation that these products can offer investors seeking diversification into nontraditional …
Don’t Miss Summit 2018! January 24, 2018 | Beth Glavosek | Blue Vault Blue Vault’s fourth annual Broker Dealer Educational Summit will be held Monday, March 12, 2018 – Wednesday, March 14, 2018 at The Alfond Inn, Winter Park, Florida. The Summit gives leading alternative investment product sponsors, including those offering nontraded REITs, BDCs, …
How the New Tax Law Impacts Commercial Real Estate Investment January 16, 2018 | James Sprow | Blue Vault We can parse the impacts of the new tax law that President Trump signed recently into first effects and secondary effects. Put simply, some provisions are likely to directly affect the cash flows to investors from …
More on Interval Funds January 15, 2018 | Beth Glavosek | Blue Vault In recent weeks, we looked at the characteristics of closed-end interval funds. Like mutual funds, interval funds offer shares continuously that are priced daily based on net asset value (NAV). While open-end mutual funds can be redeemed daily, interval funds only offer …
Preferred Stocks: Quick Read January 4, 2018 | Beth Glavosek | Blue Vault Preferred stock shares have been around for a long time, but what are they and why are they relevant to investors in alternative investments? Capital stack • Holders of preferred stocks have a higher claim on a company’s assets and earnings than …
Now that the “Tax Cuts and Jobs Act” has been passed by Congress and signed by President Trump, investors in real estate investment trusts (REITs) and other alternative real estate investments may stand to benefit.
How an Attack on a Nontraded REIT Sponsor Made a Hedge Fund Manager $60 Million December 18, 2017 | James Sprow | Blue Vault When Blue Vault began seeing signs that United Development Funding V (UDF V), a nontraded REIT program sponsored by United Development Funding, L.P. (UDF) in Dallas, Texas, was not able to …
How Interval Funds Compare with Traditional Closed-End Funds December 7, 2017 | Beth Glavosek | Blue Vault Last week, we looked at the similarities between closed-end interval funds and mutual funds. Like mutual funds, interval funds offer the transparency, regular valuations, and investor protection elements of the 1940 Act. As a recap, both interval funds …
Closed-end interval funds are a relatively new way for investors to participate in alternative investments like real estate. But what are they, and how are they different from other real estate offerings?
SEC Filings Part 2: A Closer Look at Some Key Issues November 15, 2017 | by Beth Glavosek | Blue Vault The Securities and Exchange Commission (SEC) aims to make it as easy as possible for investors to fully research companies before they invest in them. You can use the SEC’s EDGAR database to find answers …
SEC Filings: What are All of Those Forms? November 10, 2017 | Beth Glavosek | Blue Vault Reading companies’ Securities and Exchange Commission filings probably doesn’t rank as high on the fun factor as say, watching a good movie or going to a concert. However, they do serve an important purpose. Finding valuable information The SEC …
The Phillips Edison NTRs are well-diversified in their tenant mix, with no single tenant contributing more than 8.8% of the REIT’s lease revenues. PEGCR I has 52.9% of its leased square feet in the grocery industry as of June 30, 2017, and that percentage was 52.7% for PEGCR II.
America’s Data Centers Deliver Results October 13, 2017 | Beth Glavosek | Blue Vault Given the destruction caused by recent hurricanes, it’s impressive to learn that internet service and the cloud remained intact and resilient, even as millions of people lost power or saw their homes and businesses flooded.[1] What makes this connectivity possible, even after catastrophic …
Do We Need to Re-Think Inflation Expectations? October 12, 2017 | James Sprow | Blue Vault One big question that Fed officials and economists generally are grappling with is “What’s happened to inflation?” The standard benchmark that Federal Reserve policy makers have used is an annual consumer price index rising at 2%. The persistence of …
On Wednesday, October 4, in a Capitol Hill appearance, Securities and Exchange Commission (SEC) Chairman Jay Clayton told lawmakers that the agency is drafting its own proposal for a fiduciary rule, according to Investment News.
In an upcoming blog series, Blue Vault is going to examine the role of the wholesaler in the financial services industry.
It’s been said that wholesalers are the ‘muscle’ behind the billions of dollars of fund shares sold through advisors and bought by investors each year. A wholesaler is someone who represents a product sponsor and its offerings. Known for being ‘road warriors’ who travel the country, wholesalers visit advisors and Broker Dealers to educate them about the benefits of the sponsor’s offerings and the unique value they bring to the marketplace of investments.
Our firm has been using Blue Vault from the first year it was available.
We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.
We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.
Our clients also appreciate that we conduct this additional due diligence on their behalf.
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