INVESTMENTS
Why Alts
The why, what and how of bringing alts to the forefront of your practice.
Industry Access
The asset managers behind the investments, and the service providers who make offering alts easier.
Research
Use our research tools to help you select and analyze alts offerings.
Learning
Webinars and podcasts about industry trends, research and asset manager perspectives.
Learning Opportunities
The Blue Vault Minute Stacy Chitty: Zombie REITs
Blue Vault Alts Summit 2025
MARCH 10 – 12, 2025 | OMNI PGA FRISCO (TX) RESORT
The Blue Vault Alts Summit is an annual conference that brings together essential voices in the growing alternative investment industry.
The Blue Vault Minute
Perspectives on alts for wealth advisors from wealth advisors.
Chad Clark: Alts Differentiate Your Practice
Brian Evans: Alternatives Are a True Diversification Class
Stacy Chitty: When Dividend Yields Can Be Deceptive
Explore more learning opportunities.
THE BLUE VAULT MINUTE
Insights for advisors from advisors
Webinars
Asset managers, service providers and Blue Vault on alts topics
Podcasts
Breaking down alts one-on-one with asset managers and service providers
Videos
Short, impactful video clips from webinars, podcasts and events
News
Madison Capital Group Launches $250M Self-Storage Opportunity Fund
Madison Capital Group launches the Go Store It Opportunity Fund, LP, a $250 million investment initiative targeting self-storage facilities in high-growth Sun Belt markets to meet rising demand.
Investors Fully Subscribe ExchangeRight All-Cash DST with Strategic Exit Options
ExchangeRight’s fully subscribed All-Cash 5 DST offers investors tax-efficient passive income with stable monthly distributions backed by recession-resilient, net-leased real estate tenants.
CNL Strategic Capital Launches Second Follow-On Offering of $1.1 Billion
CNL Strategic Capital has launched a second follow-on offering to raise $1.1 billion, continuing its strategy to acquire and grow durable middle-market businesses.
LODAS Markets Names Industry Veteran Kyle Robey Head of Product for Transfer Agent Business
LODAS Markets appoints Kyle Robey as EVP and Head of Product for Transfer Agent, enhancing its automated platform for trading illiquid real estate and alternative investments.
Shorehaven Mixed-Use Development Tops Out in Tempe
Cantor Fitzgerald and Silverstein Properties mark a milestone with Shorehaven, a new luxury mixed-use project on Tempe Town Lake, featuring residential units, retail, and community amenities for a premier waterfront experience.
Investors Fully Subscribe ExchangeRight All-Cash DST with Strategic Exit Options
ExchangeRight’s fully subscribed All-Cash 5 DST offers investors tax-efficient passive income with stable monthly distributions backed by recession-resilient, net-leased real estate tenants.
CNL Strategic Capital Launches Second Follow-On Offering of $1.1 Billion
CNL Strategic Capital has launched a second follow-on offering to raise $1.1 billion, continuing its strategy to acquire and grow durable middle-market businesses.
Explore more topics
Blue Vault Insights & Announcements
Which nontraded REIT disposed of the most properties in the second quarter of 2024?
How has the amount of fixed rate debt held as a percentage of total debt changed over the past year in the nontraded REIT industry?
What was the average total return among open nontraded BDCs that were in operations during the first six months of 2024, and how does it compare to the BDC benchmarks?
What is the median rate of distribution for the DST investments that Blue Vault tracks?
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The alternative investments industry is expected to grow to $17 trillion by 2025.
Alts Strength in Numbers
$212.0B
Total Nontraded REIT AUM
$137.2B
Total Nontraded BDC AUM
$113.4B
Total Interval Fund AUM
$260.7B
Nontraded REIT Capital Raise
(Since 1990)
“Blue Vault has been an exceptional resource for our firm when it comes to non-traded alternative assets. The BV ‘vault’ is a wealth of historical data and BV subscriptions and conferences have introduced us to new investment opportunities and sponsors.”
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