The market environment over the past year has been volatile, but there are two characteristics that have remained relatively consistent: the inversion of the yield curve and lower-than-average tax-exempt to taxable ratios. This has resulted in many borrowers having the opportunity to reinvest their tax-exempt bond proceeds in higher short

Our Additional Advisory Services include Investment Consulting Search Services!   Our team can execute your RFP process, providing guidance throughout and ensuring your organization selects the best provider.   Blue Rose is ready to assist your organization in vetting and selecting an investment consulting service provider for your endowment or

Wondering how else Blue Rose can assist your organization? Check out our Additional Advisory Services! Blue Rose offers our clients a range of other services outside our usual scope of debt advisory, derivatives advisory, and reinvestment advisory services. Some of our additional advisory services include consulting on public-private partnerships (“P3s”),

Blue Rose consistently produces economic benefits to our clients through the competitive bidding of qualified investments for bond funds and open market securities for escrows.   We offer unparalleled knowledge, experience, and service delivery We help clients decide how to reinvest bond proceeds based on security, cash flow needs, accounting

Blue Rose Capital Advisors offers comprehensive reinvestment services that span debt defeasance or dissolution and advance refundings.   We provide expert guidance for developing escrow strategies, restructuring funds, soliciting favorable proposals, and closing tax-exempt and taxable transactions. When reinvestment is on the table, Blue Rose helps our clients make the

Wondering how Blue Rose can assist with your LIBOR transition? Check out our derivatives advisory services to learn more!   Services: https://blueroseadvisors.com/derivatives-advisory   Media Contact: Megan Roth, Marketing Manager 952-746-6056 [email protected]

Derivatives Advisory? Blue Rose Capital Advisors provides the expert guidance and transparency required to execute derivative solutions. From interest rate swaps to other derivative products, we can deliver an innovative solution for almost any given debt scenario. In combination with the derivatives valuation, hedge accounting, and reporting services of our

Debt Advisory – Blue Rose can provide guidance through pre-financing, financing execution, and post-issuances services to support debt issuances by tax-exempt and taxable borrowers. We approach every transaction with the goal of reducing our clients’ overall financing costs. Our independence, expertise, and advocacy enable us to favorably impact their borrowing

Administrators across the country designed low density housing plans for the safe reopening of on-campus housing during the fall of 2021, including the numerous Public-Private Partnership (P3) housing projects in operation around the nation’s higher education institutions. But many, if not most, institutions came to understand that this just simply

Capital markets in 2020 were defined by the same factors that affected our everyday lives: pandemic related ups and downs, stabilization with fiscal stimulus, and improving sentiment over the summer, an unforgettable presidential election, and hope-inspired relief from a vaccine. Equities have soared, and yields have declined across all sectors