Keeping advisors up to date on industry trends and innovations is a core part of Blue Vault’s mission to expand understanding of alternative investments.

...the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.

Because oil and gas are considered real property, they are thus “like-kind” to traditional real estate assets and qualify for tax-advantaged 1031 exchanges.

Alternative investments and wealthtech have evolved by adapting to market changes and differentiating products and services.

Blue Vault has published the following Interval Fund and Tender Offer Fund individual performance reports...

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…