Events
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Sealy RIA Summit
Stacy Chitty, Manager Partner at Blue Vault, joined moderator Brian Rivera, Executive Vice President, Business Development at Sealy Investment Securities and Russell Putnam, JD, Manager at Fact Right to discuss due diligence and the importance of ongoing performance reporting at the Sealy RIA Summit. Watch the session, "Fulfilling Your Fiduciary Responsibility: Research & Due Diligence …
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Prospect Capital Corporation’s Convertible Preferred Stock: Offering Downside Protection, Liquidity, Income, and Alignment of Interest
On October 28th, Blue Vault hosted Grier Eliasek of Prospect Capital for an overview of its nontraded preferred stock offering. Click below to watch the webinar on-demand Watch On-Demand
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Why Wealth Advisors Are Looking More Closely at Alternative Strategies During the Pandemic
On October 29th, Blue Vault hosted a panel discussion with Black Creek, SmartStop, and Triton Pacific. Click below to watch the webinar on-demand. Watch On-Demand
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Bluerock Demystifies the Elite World of Institutional Private Real Estate & Shares Eight Distinct Portfolio Inclusion Strategies
Until recently, the 42-year index of institutional private real estate was only accessible by the largest institutions, endowments and pensions. On November 5th, Bluerock Capital Markets’ CEO Jeffrey Schwaber provided a detailed, Master’s level overview of this indexes’ complexities, history, and provide clarity of its unique long-term performance characteristics. Further, Mr. Schwaber detailed a multitude …
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CIM Market Insight: Real Estate, Infrastructure and Credit Sectors
On November 10th, Blue Vault hosted R.P. Bonham, VP Due Diligence, Portfolio Oversight; John Bruno, Principal - Investments; Jennifer Gandin, Principal - Investments; and Jason Schreiber, Principal - Investments with CIM. Click below to watch the webinar on-demand. Watch On-Demand
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Harvesting Gains through Self Storage Investing and the Art of Recapturing the Front End Load Faster
On Wednesday, November 11th, Blue Vault hosted Bill Leitner, founder of Leitbox Storage Partners, and Curtis Shoch, Managing Director, for their reflections on the Self Storage Investment Cycle and its unique value creation opportunities. Leitbox’s investment approach of value add acquisitions and programmatic development opens doors to unique full-cycle opportunities. They shared with the Advisor …
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The Move to Data and Digital: What’s your end game?
This on-demand webinar features Michael Huisman of UMB, Chris Shaw of SS&C, and Brad West of AIX. There will be time for audience questions. Watch On-Demand
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Innovation Acceleration with Doug Buce
We’re all familiar with the mantra: change or die. However, the inevitable cycles of change can often compete with “what has worked in the past” generating stress and growth paralysis. Create momentum and excitement around the innovation process through this highly interactive, fun program which will inspire you to tackle “the next big thing” the right …
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Potential Effects of Eliminating the 100-Year 1031 Exchange Rule with Inland Group
On November 18th Blue Vault hosted Daniel Wagner of Inland Group Real Estate. Dan covered the history of the 1031 exchange program, the benefits it offers, and what possible tax policy changes could mean for its future. Click below to watch the webinar on-demand Watch On-Demand
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The Post Election Economy and Commercial Real Estate Outlook, with Sealy & Company
This on-demand webinar features Paul M. Barausky, Chief Distribution Officer with Sealy Investment Securities, and Clint Sorenson, Co-Founder of WealthShield. The discussion covered: • Post-Election economic forecasts • Further fiscal stimulus, good or bad? • What economic trends are your friends? Watch On-Demand
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Demystifying Private Institutional Real Estate Part 2: Eight Distinct Portfolio Allocation Strategies
In part one, Mr. Schwaber took us through a master’s level overview of the institutional private real estate indexes’ complexities, history, and provided clarity of its unique long-term performance characteristics. On Tuesday, December 1st, Bluerock Capital Markets’ CEO Jeffrey Schwaber joined us again to detail a multitude of impactful and powerful practice management and portfolio …
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How can you buy 25 Marriotts for $25 million dollars?
On Wednesday, December 2nd, Blue Vault hosted Corey Maple of Legendary Capital. The Legendary Capital Equity Preservation UPREIT Structure (patent pending) generates superior potential returns, and investment risk mitigation, compared to all other methods of property/debt acquisitions. Corey discussed the landscape for these highly accretive transactions and what they are doing to capitalize on this …

