Attend the Blue Vault Alts Summit 2025 to learn what it takes to not only elevate your practice, but elevate yourself as an advisor. Discover actionable strategies for client acquisition, moving upmarket, leveraging technology, portfolio diversification using alternative investments, next-level marketing, succession planning, and more. Earn continuing education credits to accelerate your growth and future-proof your wealth advisory practice. 

This is an event you don’t want to miss. Register today. 

MARCH 10-12, 2025

FRISCO, TX

Michael Kitces Headlining | Advisor Growth Strategies | Advisor Community Groups

Blue Vault Alts Summit 2025 Goes Full Nerd, Taps Consultant Michael Kitces for Keynote

“Michael Kitces has helped elevate our profession by bringing in-depth financial planning solutions to the forefront as well as helping advisors service their clients and run their own practice better.” – Brian Evans, Founder, CPA, Madrona Financial Services.

EDUCATION

Mid-Year Alternative Investments Performance Update

WEBINAR | SEPTEMBER 19, 2024

2:00-3:00PM EDT

Join us TODAY at 2:00 pm EDT for an update on the performance of alternative investment offerings.

FEATURED SPEAKER: Luke Schmidt

Stable Income, Regardless of Rate Cuts

WEBINAR | SEPTEMBER 25, 2024

2:00-3:00PM EDT

Join us on Wednesday, September 25th at 2:00PM EDT for insight on effectively adjusting for various market conditions.

FEATURED SPEAKER: Joseph Roth, Eagle Point Credit Management and expert advisor panel.

Featured Partner

Become a Blue Vault Member

Investors Fully Subscribe ExchangeRight’s $107 Million Portfolio Designed for Recession-Resilience

ExchangeRight has fully subscribed its $107 million Net-Leased Portfolio 66 DST, comprising 11 properties with national tenants in necessity-based industries, offering an annualized distribution rate of 5.00%.

Vistra Sees Cross-Border Potential with Phoenix American Deal

Vistra is planning to use a wider breadth to serve GPs that operate globally following its acquisition of Phoenix American Financial Services' US-based fund administration arm.

CMCT Announces Actions to Accelerate Focus Towards Premier Multifamily Assets

CMCT is shifting its focus to premier multifamily assets while declaring a $0.04 quarterly dividend and implementing strategies to strengthen its balance sheet and liquidity.

Inland Real Estate Income Trust, Inc. to Review Strategic Alternatives

Inland Real Estate Income Trust has announced a strategic review process that may lead to the sale of the company, temporarily suspending its Distribution Reinvestment Plan and Share Repurchase Program during the evaluation.

Madison Capital Markets Welcomes Industry Veteran Rick Shearer as Executive Vice President

Madison Capital Markets has appointed Rick Shearer as Executive Vice President, leveraging his 25 years of experience in financial services to enhance broker-dealer relationships and expand the firm's presence in the Southeast.

LRT Company Launches $17 Million All-Cash DST Offering Near Hilton Head Island, SC

LRT Company has unveiled the LRT Hardeeville Senior Living DST, seeking to raise $17 million to develop a 154-unit assisted living and memory care facility in Hardeeville, SC, strategically located near Hilton Head Island.

If you're a wealth advisor routinely using alternative investment strategies or you're exploring alts for the first time – or you fall anywhere in between – you're in the right place. Understand the industry, the offerings, the asset managers and the service providers with a Blue Vault Membership.

What was the median distribution yield for open nontraded REITs in the first quarter of 2024, and how does that compare to the first quarter of 2023?