Blue Vault Minute

October 5, 2023

Stacy Chitty: Zombie REITs

Some nontraded REITs continue to live on, despite having paid no distributions for many years and seeing their net asset values decline over time. Watch Stacy Chitty talk about one zombie REIT in this Blue Vault Minute.

August 2, 2023

Stephen Lovell: Begin with Education

When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault Minute.

August 2, 2023

Stephen Lovell: Advising Clients Through a Negative Alts Experience

Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault Minute.

August 2, 2023

Chad Clark: Alts Differentiate Your Practice

What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alternative investments to their practice for the first time? Find out in this Blue Vault Minute.

August 2, 2023

Chad Clark: Know Who Is Responsible

In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its practice.

August 1, 2023

Brian Evans: Alternatives Are a True Diversification Class

Brian Evans (Founder, Madrona Financial Services) reviews five attributes of investing and how many apply to alternative investments in this Blue Vault Minute.

August 1, 2023

Brian Evans: Vetting Alts Sponsors for Your Practice

In this Blue Vault Minute, Brian Evans (Founder, Madrona Financial Services) talks about the factors he considers when choosing which alts sponsors to work with in his practice.

July 27, 2023

Stacy Chitty: When Dividend Yields Can Be Deceptive

There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).