Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Nontraded BDC Redemption Requests Ease but Remain Above Quarterly Limits
Redemption requests among perpetual-life nontraded BDCs averaged 9.8% in the third quarter of 2026, according to reported Fitch Ratings findings. The elevated requests highlight ongoing liquidity considerations for financial advisors.
ExchangeRight REIT Expands Portfolio Through Sponsor DST Transactions
ExchangeRight Essential Income REIT has reportedly acquired two additional sponsor DST portfolios using operating partnership units. Blue Vault examines what these transactions mean for evaluating DST exit strategies.
11 DST Sponsors Providing Historical Performance Data
Blue Vault’s updated October 15 DST datasets identify 11 sponsors represented in historical performance records, including 485 closed-program and 334 full-cycle records. See what changed and why historical transparency matters for advisor due diligence.
CAZ Launches a Growth-Focused GP Stakes Interval Fund
CAZ’s new GP Stakes Growth Fund adds a growth-focused approach alongside its income fund. Blue Vault explains why the launch, investment exposure, and liquidity terms deserve attention.
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Recent News
Blue Owl’s Repurchase Update Puts Liquidity Limits in Focus
Blue Owl’s latest shareholder updates highlight an important distinction for advisors: a fund’s repurchase limit and the percentage of an investor’s request fulfilled are...
DST Performance Is Easier to Evaluate When the History Is Visible
Evaluating a DST sponsor starts with understanding how much of its historical performance is available for review. The next question is what that history actually tells us....
What Can You Learn from a DST Sponsor’s History?
What Can You Learn From a DST Sponsor’s History? When evaluating a DST, advisors often review the property, projected distributions, financing, fees, and exit provisions....
JLL Income Property Trust Acquires Boston-Area Distribution Center for $90 Million
JLL Income Property Trust acquired Worcester Distribution Center, a Class A industrial property in Massachusetts, for approximately $90 million. The property is located in...
KKR Asset-Based Income Fund Extends Fee Reduction and Eliminates Early Repurchase Charge
KKR Asset-Based Income Fund has eliminated the 5% early repurchase fee that previously applied when investors tendered shares before the first anniversary of their purchase....
Highlands REIT Expands Tender Offer and Repurchases 18.7% of Outstanding Shares
Highlands REIT accepted approximately 135.4 million shares in its completed self-tender offer at $0.20 per share. The shares represented approximately 18.7% of the nontraded...
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Blackstone Private Credit Fund Urges Investors to Reject Tender Offer at 12.5% NAV Discount
Blackstone Private Credit Fund has responded to an outside buyer seeking a limited quantity of its Class I shares. The board’s filing compares the offer with the fund’s NAV, repurchase program, and recent performance.
SEC Proposes Changes That Could Expand Private-Market Access
The SEC has proposed changes to interval funds, closed-end funds, BDCs and accredited-investor eligibility that could broaden private-market access. Here’s what financial advisors should be watching.
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps
Blue Vault compares the 10 largest reported distribution-rate gaps among closed DST offerings with nonzero rates. The ranking includes above- and below-projection results, sponsor names, property types and equity raised.
A DST Doesn’t Always End With a Property Sale: What Advisors Should Know About Exit Paths
New research into hundreds of DST outcomes shows why advisors may want to ask more questions about an investment’s eventual exit before clients enter it.
Opportunity Zones 2.0 Is Getting Its Map: The Next Phase Begins Now
The first pieces of the QOZ 2.0 investment map are falling into place, shifting attention from new rules to where the next opportunities may emerge.
The Next Step for Alternatives: Moving Private Markets Inside the Managed Account
A recent platform expansion illustrates how private markets are beginning to move from a separate alternatives workflow into the technology advisors use every day.
Ares Strategic Income Fund Limits Third-Quarter Repurchases as Requests Reach 11.6%
Ares Strategic Income Fund has reported elevated demand during its latest quarterly liquidity window. The fund’s update details the investor groups behind most of the requests and provides new portfolio-quality figures.
The Open DST Market: A Current Snapshot for Advisors
Blue Vault’s Open DST Market Snapshot gives advisors a current view of 53 open DST programs tracked by Blue Vault, including leverage, median LTV and property-type mix.
Why Private Market Due Diligence Is Becoming a Portfolio-Level Conversation
As access to private markets expands, advisors are increasingly being encouraged to evaluate alternative investments within the context of the broader portfolio rather than as isolated product decisions.
What the DTCC–iCapital Partnership Could Mean for Alternative Investment Infrastructure
DTCC has invested in iCapital and announced a strategic collaboration focused on transaction processing, data exchange, administration and reporting across alternative investments.
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