What are Cap Rates? June 30, 2017 | by Beth Glavosek | Blue Vault If you spend any time around commercial real estate professionals, chances are good that you’ll hear the term ‘cap rate.’ Short for capitalization rate, the term offers a metric for a real estate asset’s performance. Cap rates’ ups and downs are a…

Advisors’ Perspectives: What are the Cons to Alternatives? June 16, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs and other alternative investments from advisors’ viewpoints. We heard from several independent Broker Dealer (IBD) sales and marketing executives that alternative investments are showing a lot of…

Advisor's Perspectives: What are the Pros to Alternatives? June 9, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs and other alternative investments from an investor’s standpoint. But, how are advisors and Broker Dealers feeling about them these days? We spoke with independent Broker Dealer…

Nontraded REIT Pros and Cons – Putting it All Together May 26, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs for individual investors. To sum things up, nontraded REITs may be appropriate for investors who can set aside a portion of their investment holdings (usually…

The $19.5 Billion Dollar Industry No One Was Paying Attention To: Interval and Closed-End Funds May 16, 2017 | by Jared Schneider | Blue Vault Recent headlines have continued to talk about the decline in sales of some alternative investment types, but what is not discussed is the growth in other alternative investments. For example, the…

Benefits of Nontraded REITs May 12, 2017 | by Beth Glavosek | Blue Vault Last week, we discussed the features of nontraded REITs that make them an attractive consideration for investors, including potentially higher yields and dividend opportunities. They also can give investors a chance to diversify into a different sector than traditional asset classes,…

New Series: Why Nontraded REITs? May 5, 2017 | by Beth Glavosek | Blue Vault If you’re new to the concept of nontraded alternative investments, you may be wondering why financial advisors turn to these products as part of their investment recommendations. The following are some of the features that set nontraded REITs apart:  Potentially…

NTR and BDC March Sales Recover April 28, 2017 | by by Beth Glavosek | Blue Vault In March, we witnessed a significant one-month recovery in sales of nontraded REITs (NTRs) and Business Development Companies (BDCs). NTR sales in March were $622.6 million and BDC sales were $94.1 million, according to Blue Vault research. What accounts…

Crowdfunding—a Viable Source of Capital? April 14, 2017 | by Beth Glavosek | Blue Vault In October 2015, the U.S. Securities and Exchange Commission (SEC) adopted final rules to permit companies to offer and sell securities through “crowdfunding.” Mary Jo White, SEC Chair at the time, stated, “There is a great deal of enthusiasm in…