Events
Q1 2017 Nontraded BDC Industry Review Update June 9, 2017

Q1 2017 Nontraded BDC Industry Review Update

  June 26, 2017 The full Q1 2017 Nontraded BDC Industry Review is now available for download on the Blue Vault website. You may access this report by clicking on "Subscriber-Only Research", "Nontraded Business Development Companies (BDCs)", then "BDC Review" links on the toolbar at the top of this page. Scroll down to 2017. Blue Vault…
Advisor’s Perspectives: What are the Pros to Alternatives? June 9, 2017

Advisor’s Perspectives: What are the Pros to Alternatives?

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…
Private Placement Research June 9, 2017

Private Placement Research

Coming soon, Blue Vault's BluePoints... BluePoints will be introduced to include information about product offerings which are not required to file public documents with the SEC. BluePoints aggregates multiple performance metrics and makes it easy for its readers to stay up-to-date with historical private placement offerings, which were previously difficult to consolidate and track.  BluePoints is…
Ameriprise Cuts Offerings Ahead of DOL Rule June 9, 2017

Ameriprise Cuts Offerings Ahead of DOL Rule

Ameriprise Cuts Offerings Ahead of DOL Rule June 7, 2017 | Financial Advisor IQ Ameriprise is joining its brokerage rivals in reducing the number of funds available on its platform ahead of the Department of Labor’s fiduciary rule, InvestmentNews reports. The firm told its advisors this week that it’s eliminating more than 1,500 mutual funds,…
Are Investors Ready to Return to Non-Listed REITs? June 9, 2017

Are Investors Ready to Return to Non-Listed REITs?

Are Investors Ready to Return to Non-Listed REITs? Non-listed REITs are ready to step on the gas and increase fundraising. June 7, 2017 | by Beth Mattson-Teig | National Real Estate Investor The non-listed REIT industry has seen capital flows drop off a cliff in the past several years. But recent data shows that the market may…
LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban June 9, 2017

LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban

LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban June 6, 2017 | by Mason Braswell | AdvisorHub Taking advantage of the Department of Labor’s announcement that it will not actively enforce its fiduciary rule until at least January, LPL Financial is offering its 14,400 brokers a reprieve on its plan to prohibit…
Hartman¹ – A History of Delivering Value to Investors June 9, 2017

Hartman¹ – A History of Delivering Value to Investors

Hartman¹ – A History of Delivering Value to Investors June 7, 2017 | PR Rocket  HOUSTON (PRWEB) June 07, 2017 The following footnotes are meant to accompany the table. (1) “Hartman” refers to Allen R. Hartman and all affiliated companies. (2) These programs are closed to new investors. (3) Hartman Income REIT, Inc. is a consolidation…
Industrial Investors Drawn To Non-Traditional Locations June 9, 2017

Industrial Investors Drawn To Non-Traditional Locations

Industrial Investors Drawn To Non-Traditional Locations CHICAGO—Distribution has changed, and many properties in out-of-the-way locations have assumed tremendous importance in some firms’ operations. June 7, 2017 | by BRIAN J. ROGAL | GlobeSt.com CHICAGO—A Chicago-based team from Avison Young just completed the sale of an 851,370-square-foot General Electric Co. lighting distribution facility in Cleveland, TN. Although it…

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