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
Webinars Choose Your Own Adventure: The Daunting Task of an S&P 500 Target
The Blue Vault Minute Market Conditions Impact on Full-Cycle Events
Events Alts and Answers Luncheon – Chicago, IL
Alts and Answers Luncheon
CHICAGO, IL | JULY 23, 2025
Real questions. Real insights. Really good lunch.
As part of our renewed focus on performance data and advisor education, we’ve expanded our approach to advisor engagement. Blue Vault is bringing the conversation to you – regionally, personally, and powerfully.
The Blue Vault Minute
Perspectives on alts for wealth advisors from wealth advisors.
Market Conditions Impact on Full-Cycle Events
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
Capital Square Housing Trust Launches $40 Million Preferred Stock Offering
Capital Square Housing Trust seeks to raise $40 million to fund acquisitions, UPREIT transactions, preferred stock redemptions, and other real estate-related investments and working capital.
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket
This is Peachtree’s ninth DST offering since the firm launched the program in 2022.
Bluerock Announces Shareholder Liquidity Event in Bluerock Total Income+ Real Estate Fund
This transformative and shareholder-driven initiative is designed to deliver enhanced liquidity and the potential for stronger long-term returns to investors.
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Explore more topics
Blue Vault Insights & Announcements
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
Blue Vault Publishes 4-30-2025 Interval Fund, Tender Offer Fund Reports
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
The Lowdown on UPREITs: Keeping Investment Property in Play
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The alternative investments industry is expected to grow to $17 trillion by 2025.
Alts Strength in Numbers
$184.7B
Total Nontraded REIT AUM
$192.8B
Total Nontraded BDC AUM
$131.2B
Total Interval Fund AUM
$265.8B
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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