Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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From Complex to Compelling: How to Communicate Returns Advisors Understand
Your job as a sponsor is to help wealth advisors connect the dots between your sophisticated structure and their client’s experience.
iCapital® Deploys Distributed Ledger Technology to Streamline Alternative Investment Onboarding and Pre-Trade Processing
Morgan Stanley Wealth Management will leverage iCapital’s blockchain-powered technology to standardize trade workflows and enhance data transparency for subscription onboarding of alternative investment funds.
As of June 30, 2025, Blue Vault’s research included coverage of 87 interval funds. Of those, which fund had the highest average distribution rate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CIM Group Announces Grand Opening Date for Hotel Phoenix at Centennial Yards
A bold New beacon of Atlanta hospitality opens December 1, 2025.
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Recent News
StratCap Expands Sales Team: Michael Kerrigan Hired as Senior Regional Vice President for the Southeast
StratCap StratCap, LLC (“StratCap”) announced today that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investment...
Unlocking Growth: How Trade Finance Fuels Middle Market Business
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Alternative investments are everywhere these days, from the launch of...
Syverson Strege Partners with SEI to Elevate Financial Planning Experience
SEI SEI® (NASDAQ:SEIC) today announced that Syverson Strege, a leading fee-only financial planning and investment management firm managing $1 billion in assets under...
Full Subscription of ExchangeRight All-Cash 15 DST Adds to Acquisition Pipeline for Essential Income REIT
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 15 DST, adding to the growing acquisition pipeline for ExchangeRight’s Essential...
Strengthen Advisor Relationships: Elevate the Conversation Using Objections
Marketing Intent Objections. They have a way of signaling friction before any point is debated. They can feel challenging, disconcerting, and at times even personal. Yet...
Sealy & Company Receives CoStar Award for 349,929 SF Lease in Lakeland
Sealy & Company The industrial real estate sector continues to experience strong momentum nationwide, driven by sustained tenant demand, modern facility requirements,...
More articles…
Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s average distribution rate as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Cove Capital Investments, LLC Acquires 19 building Small Bay Industrial Property for Its Ponder Small Bay Industrial 101 DST
Cove Capital has acquired another Texas small bay industrial asset for its Cove Ponder Small Bay Industrial 101 DST offering.
Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Unlocking the Power of an Advisor Hub: Why Educational Content Matters
An advisor hub is a centralized repository where advisors can access all the resources they need without searching through emails, contacting a wholesaler, or navigating a complex website.
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