FOR WEALTH ADVISORS
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ALTERNATIVE
INVESTMENTS
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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

Be a Hero! Save Your Client’s Taxes with DSTs Webinars
November 19, 2025

Be a Hero! Save Your Client’s Taxes with DSTs

You've probably heard about Delaware Statutory Trusts (DSTs) and their purported tax benefits, but have you taken advantage of them for clients? In this dynamic virtual conversation, Frederick E. Hubler, Jr., MBA, CWS®, CEO and Chief Wealth Strategist of Creative Capital Wealth Management Group, will walk you through DSTs and their role in modern portfolios.…
Save Your Clients Money with Year-End Energy Tax Investment Strategy Webinars
December 3, 2025

Save Your Clients Money with Year-End Energy Tax Investment Strategy

As 2025 draws to a close, financial professionals are looking for smart, compliant, and client-friendly strategies to reduce tax burdens while strengthening long-term portfolios. One of the most overlooked opportunities lies in today’s rapidly expanding energy incentive landscape. “Save Your Clients Money with Year-End Energy Tax Investment Strategy” will equip advisors with practical, actionable insights…
The Next Wave of Interval Funds: What Advisors Should Know Webinars
December 4, 2025

The Next Wave of Interval Funds: What Advisors Should Know

Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment strategies. Their flexible profile involving low investment minimums, frequent valuations, and 1099 tax forms, makes them attractive. Interval funds are also pass-through vehicles, meaning the fund itself pays no corporate tax. While mutual funds require…

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The alternative investments industry is expected to grow to $30 trillion by 2030.

Learn Why

 

Alts Strength in Numbers

$178.0​B

Total Nontraded REIT AUM

$212.2B

Total Nontraded BDC AUM

$140.0B

Total Interval Fund AUM

$270.6B

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.”

Carron Schmick, Direct Investments Specialist at Ridgeline Private Wealth

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