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…

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…