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
Comparing Alts Asset Performance and Market Trends (Alts Day 2024)
Market Conditions Impact on Full-Cycle Events
Blue Vault Alts Summit 2025

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.
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

ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.

The Essential Income REIT’s Net Asset Value Per Share Increases for Fourth Consecutive Quarter
ExchangeRight’s Essential Income REIT has grown its NAV for four consecutive quarters, reaching $27.37 per share as of December 31, 2024.

Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.

ExchangeRight Recruits Bill Auble as Senior Vice President of the Great Plains Region
ExchangeRight welcomes Bill Auble as senior vice president of Strategic Relations for the Great Plains region, bringing over 30 years of financial services expertise to the team.

Peachtree Group Appoints Industry Veteran Josh Rubinger to SVP of National Accounts
Peachtree Group announces the appointment of Josh Rubinger as senior vice president of national accounts for Peachtree PC Investors, bringing over 20 years of financial services expertise to drive business development.

The Essential Income REIT’s Net Asset Value Per Share Increases for Fourth Consecutive Quarter
ExchangeRight’s Essential Income REIT has grown its NAV for four consecutive quarters, reaching $27.37 per share as of December 31, 2024.

Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Explore more topics
Blue Vault Insights & Announcements
Five Questions with Ryan Detrick: Navigating U.S. Markets
What was the size of the interval fund industry as of September 30, 2024 in terms of total assets, and how does that compare to September 30, 2023?
What percentage of interval fund industry capital raise has come from credit-focused funds through the first nine months of 2024?
Fred Talk: A Live Huddle for Wealth Advisors
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The alternative investments industry is expected to grow to $17 trillion by 2025.
Alts Strength in Numbers
$192.5B
Total Nontraded REIT AUM
$155.3B
Total Nontraded BDC AUM
$115.9B
Total Interval Fund AUM
$262.0B
Nontraded REIT Capital Raise
(Since 1990)