We are pleased to announce that Richa Sharma has joined the Blue Rose team as an Analyst.

Private Activity Bonds (“PABs”) are a specific type of municipal bond (“muni bonds”) where the ultimate borrower is often a nonprofit private entity. PABs allow these nonprofit organizations to issue tax-exempt bonds through conduit issuing authorities, unlike state and local governments that issue tax-exempt bonds under their own authority.

The tax-exempt bond market has been, and continues to be, extremely volatile with interest rate and credit spread fluctuations impacting refunding savings, increasing new money borrowing costs, and narrowing reinvestment options. In our latest article, we describe some themes we’re seeing in this challenging market and examples of how alternative reinvestment structures can be a useful tool.

Leveraging debt to fund campus improvements can be a complex part of the overall financial strategy for many colleges and universities. By carefully considering funding sources, managing their overall debt portfolios strategically, and carefully considering the credit impact of their financing plans, higher education institutions can position themselves for long-term financial health and promote their mission with intentional investment in projects to improve their campuses.

When structured correctly, interest rate swaps can serve as a highly effective risk management tool, offering predictability and stability in uncertain rate environments, lowering borrowing costs when compared to conventional fixed rate borrowings.

The start of President Trump’s second term swiftly introduced uncertainty into the minds of higher education leaders across the country...

Understanding the Series 50 and Series 54 Examinations and why these qualifications are important.

Blue Rose Capital Advisors’ Brandon Lippold, Vice President, and Maxwell Wilkinson, Vice President, are presenting on a live webinar

It is important to consider the current interest rate environment when deciding how to reinvest tax-exempt bond proceeds.

This article explores yield curve normalization in the current market and how it’s affecting SLGS vs. OMS performance.

As institutions advance bond transactions to the market, a common step for many borrowers is to obtain a long-term bond rating for the issue

Bond Pricing in Capital Markets - How Municipal Advisors Help Achieve Optimal Bond Pricing.

Blue Rose Remains a Steady, Trusted Advisor Amid Potential Significant Changes Ahead in 2025.

Green labeled bonds belong to a family of designations affixed to bonds issued under the “ESG” labels...

Congratulations to John Elliott on His Promotion to Vice President at Blue Rose Capital Advisors!

As widely anticipated, the Federal Reserve cut interest rates by 25 bps on Wednesday, lowering the Fed Funds target range to 4.25 – 4.50%.

Higher education has experienced a few years of tumult and recovery since the COVID pandemic.

A Public-Private Partnership (P3) is an agreement between a government agency and a private firm to provide services...

The Fed decreased interest rates by 25 basis points at this month’s FOMC meeting. Despite this reduction to short-term rates, longer term...

This September, Blue Rose Capital Advisors joined our sister company, HedgeStar, for an all-team annual meeting in Stillwater, Minnesota.