Broker-dealers are cautiously adding alternative products to their platforms as advisor interest grows... ..

In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), describes a new trend to watch with BDCs...

In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Jim Sprow (Senior VP, Research for Blue...

As the era of historically low interest rates draws to a close, we can see how the increased use of variable rate debt by nontraded...

A portfolio of five continuously offered nontraded REITs with reasonably low correlations between their respective returns has potential for significant reduction in portfolio risk while offering a return that is the weighted average of the respective REIT returns.

Financial advisors who are looking for alternatives to the higher risks of the stock market as well as individual investors seeking income and lower risk would be well-advised to check out these nontraded REIT offerings for the attractive risk vs. return profiles they have provided over the last two years plus. 

“It's a combination of the products being of a caliber that work and a desire on the part of individuals and financial advisors to increase the portion of alternatives in their portfolios,” says Zachary Vaughan, a managing partner at Brookfield Asset Management and CEO of Brookfield REIT

There is good news in the hotel asset class. According to STR, overall, US hotel occupancy advanced to 66.4% in the week ending...

Notably, while the S&P 500 index had cumulative negative returns of over 3.3% in the first three months of 2022, the cumulative median returns for the continuously offered NTRs was a positive 4.9%.