Events
Do We Have The Capacity To Take On Your Next Project? August 30, 2023

Do We Have The Capacity To Take On Your Next Project?

Clients often ask how we know we have the capacity to take on one of their projects? The answer lies in project management. We’re dedicated to maintaining a high level of project management in both our systems and our personnel to understand our capacity, accurately estimate when we can deliver projects and so that we…
Transfer Agent Case Study: Switching to a New Provider August 30, 2023

Transfer Agent Case Study: Switching to a New Provider

There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications cause investor dissatisfaction, advisor frustration, missed deadlines – all the problems you hoped to avoid by outsourcing back-office processes. Switching transfer agents is sometimes necessary but many managers are daunted by the prospect of a conversion of investor and historical…
A Curious Look at Commercial Real Estate Cap Rates August 30, 2023

A Curious Look at Commercial Real Estate Cap Rates

In this article we ask the question, “Which came first, the market value or the cap rate?" Does that question sound familiar? It should, since it really is like the classic “chicken or egg” conundrum. The fact is cap rates do not determine market values and market values do not determine cap rates. But, each…
A Deeper Look at Bluerock September 28, 2023

A Deeper Look at Bluerock

On Thursday, September 28, Luke Schmidt, from the Blue Vault Research Team reviewed the data and metrics to paint an overall picture of Bluerock's performance. He offered his insights and analysis of the data, as well as provided notable takeaways. The presentation includes discussions of the following: Trends and statistics Performance Capital raised Notable takeaways…
J P -Morgan-Real-Estate-Income-Trust-Q2-2023 August 28, 2023

J P -Morgan-Real-Estate-Income-Trust-Q2-2023

14829 j p morgan real estate income trust q2 2023 pdf subscriber_only_research nontraded_reit individual_report ntr_report_ _limited_operations 1693243019 bb61f2094c2a3c959117130ea991485e c2279f4dedc1fbb8dd007789362c44574ee39c6f83e58d81ad68c56a9832d3c5 163x215 _yihn0qjxzcae thumb jpg sf_blue_vault_employee sf_advisors sf_vendor_vip_data sf_individual sf_sponsor_signature sf_associates sf_broker_dealers sf_individual_pp_data sf_sponsor_elite sf_sponsor_elite_pp_data sf_sponsor_signature_pp_data sf_sponsor_subscriber sf_sponsor_subscriber_pp_data sf_sponsor_vip sf_sponsor_vip_pp_data sf_vendor_elite_data sf_vendor_signature_data 08 28 13 16 59 blueadmin ntr report limited operations 0 1000 01 pdf application…
Blue Vault Begins Publishing Q2 2023 Performance Reports August 28, 2023

Blue Vault Begins Publishing Q2 2023 Performance Reports

Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the following nontraded REIT pages: CNL Healthcare Properties Q2 2023 Healthcare Trust Q2 2023 Highlands REIT Q2 2023 Inland Real Estate Income Trust Q2 2023 InPoint Commercial Real Estate Income…

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