Investment Management Profiles

Commercial Real Estate Is Strong … If You Know Where to Look

You assess the lay of the land: buildings all around you are rising from vacant turf. Commercial real estate appears strong, but investing for the future requires…

Accessing Direct Lending with Interval Funds

While interval funds have been around for many years, their popularity did not begin to grow until more recently.  The flexibility in investment options has drawn interest from investors who crave access to the alternative space but do not want to be limited to the stricter investment…

How Co-working, Labor Costs, and M&A May Impact Real Estate Investing

Ethereal drivers like the government and politics seem to have a stranglehold on the media optics of real estate investing: the polarization of D.C., while creating volatility and opportunity, continue to drive eyes and form sentiment…

Shifts in Credit Markets Highlight Importance of Active Management

Fundamental changes in today’s credit markets are occurring in the later stages of the business cycle, a situation that puts investors’ appetite for risk back under…

FIRST PERSON: Jeffrey Schwaber of Bluerock

Blue Vault recently had the opportunity to speak with Jeffrey Schwaber, CEO of Bluerock Capital Markets,

FIRST PERSON: SmartStop Asset Management’s John Strockis on Student Housing Investments

FIRST PERSON: SmartStop Asset Management’s John Strockis on Student Housing Investments November 12, 2018 | SmartStop Asset Management John Strockis, as Chief Investment Officer – Student and Senior Housing for SmartStop Asset Management (SmartStop), is directly responsible for SmartStop’s overall strategic direction and oversight of all acquisitions and asset management functions related to student housing …

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FIRST PERSON: Bill Miller on CIM Group’s Institutional Approach to the Retail Business

CIM is a community-focused real estate and infrastructure owner, operator and lender…

Cantor Fitzgerald Charity Day, 2018

Cantor Fitzgerald and our affiliate BGC Partners commemorate our 658 friends and colleagues and 61 Eurobrokers employees who perished in the September 11, 2001 World Trade Center attacks…

First Person: CION’s Michael Reisner on the Enduring Appeal of Alternatives

First Person: CION’s Michael Reisner on the Enduring Appeal of Alternatives July 16, 2018 | Beth Glavosek | Blue Vault Michael A. Reisner serves as Co-Founder, Co-Chief Executive Officer and Co-President of CION Investment Group, LLC as well as CION Investment Corp. (“CIC”), CION Ares Management, LLC and CION Ares Diversified Credit Fund (“CADC”).   …

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FIRST PERSON: Dwight Merriman of Black Creek Group

FIRST PERSON: Dwight Merriman of Black Creek Group June 26, 2018 | Beth Glavosek | Blue Vault   Dwight Merriman joined Black Creek Group in 2010 as the CEO of Black Creek Group’s industrial platform. Mr. Merriman currently serves as Head of Real Estate for Black Creek Group, responsible for the oversight of the investment process …

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FIRST PERSON: Resource’s Alan Feldman on Multifamily’s Enduring Value

FIRST PERSON: Resource’s Alan Feldman on Multifamily’s Enduring Value May 25, 2018 |Beth Glavosek | Blue Vault Alan F. Feldman serves as Chief Executive Officer of Resource and for its sponsored REITs, as well as CEO and Trustee for its Liquid Alternative Funds.  Mr. Feldman joined Resource in 2002 and has over 25 years of …

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Self Storage Continues to Gain Traction in 2018

Self Storage Continues to Gain Traction in 2018 By H. Michael Schwartz, Founder and CEO, SmartStop Asset Management The self storage sector has continuously experienced solid growth since the end of the recession in 2009. In fact, according to a report by Marcus & Millichap, in 2017, the nationwide vacancy rate for self storage remained …

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FIRST PERSON: Michael Seton of Carter Validus

Blue Vault recently had the opportunity to talk with Michael Seton, Chief Executive Officer (CEO) of Carter Validus, a private commercial real estate investment company, and President and CEO of Carter Validus Mission Critical REIT (CVMC REIT I) and Carter Validus Mission Critical REIT II (CVMC REIT II), two public non-traded REITs sponsored by Carter Validus that invest exclusively in data center and health care properties.

FIRST PERSON: Kevin Shields of Griffin Capital

Blue Vault recently had the pleasure of speaking with Kevin Shields, Chairman and CEO of Griffin Capital. In its more than 20-year history, Griffin has reached significant milestones and accomplishments, including the recent announcement that it has more than $10 billion in investor equity capital inflows since January 2012.

Asset Class Snapshot: Senior Loans

It’s no secret that the vast majority of investment portfolios are typically comprised of various combinations of stocks, bonds and cash equivalents.

Credit Void in Banking

Credit Void in Banking Submitted by CION Investment Group, LLC Between 1992 and 2013, the number of commercial banks in the United States has decreased from 11,463 to 5,937, or approximately -48%. The decrease can be attributed to bank mergers, acquisitions and consolidations, which resulted in the fall of small banks and the growth of …

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An Alternative to Alternative Investments

An Alternative to Alternative Investments Article submitted by: Resource As a financial advisor, your goal is to create a well-balanced, sound portfolio for your clients. To accomplish this, you probably ask yourself many questions, including: How can I diversify the portfolio without sacrificing liquidity? Liquid alternative investments are emerging as a possible way to address …

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Investing in Alternative Investments – by NorthStar Securities

Content Submitted by NorthStar Securities –  Alternative investments refer to nontraditional investments including commercial real estate, private debt, private equity, hedge funds, commodities, managed futures, infrastructure, and energy investments. View this informative presentation brought to you from NorthStar Securities. Investing_in_Alternative_Investments_Investor  (PowerPoint Presentation) Alternative Investments  (PDF)  

Diversify Income with a Real Estate Investment Trust

Content Submitted by Black Creek Group (formerly Dividend Capital Group) –  It’s been challenging for fixed income investors to meet their cash flow needs in recent years with interest rates hovering near historically low levels. A number of investors have turned to an alternative vehicle for income – real estate investment trusts (REITs). While REIT …

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.