AltsTech News

What Can You Learn from a DST Sponsor’s History?

How much of a DST sponsor’s historical record can advisors review? Blue Vault compares the history represented across 11 sponsors and explains how disclosure, program counts, and metric definitions inform due diligence.

JLL Income Property Trust Acquires Boston-Area Distribution Center for $90 Million

JLL Income Property Trust has added a recently constructed, fully leased distribution facility to its industrial portfolio. The acquisition includes several specialized property features and expands the REIT’s largest sector allocation.

KKR Asset-Based Income Fund Extends Fee Reduction and Eliminates Early Repurchase Charge

KKR Asset-Based Income Fund has revised two investor-cost provisions following its transition to an interval-fund structure. The changes affect both periodic repurchases and the duration of an adviser fee concession.

Highlands REIT Expands Tender Offer and Repurchases 18.7% of Outstanding Shares

Highlands REIT received more shares than originally authorized for purchase in its completed tender offer. The company’s response produced a notable liquidity event and a meaningful change in its outstanding share count.

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.

StratCap Digital Infrastructure REIT Ends Strategic Review Without Pursuing Company Sale

After several months of evaluating strategic options and engaging with potential counterparties, StratCap Digital Infrastructure REIT has updated stockholders on the process. The company’s letter outlines what the board considered and which alternatives remain available.

Apollo Debt Solutions Caps Third-Quarter Repurchases at $700 Million as Requests Reach 14.7%

Apollo Debt Solutions BDC has provided a detailed update on investor activity during its latest quarterly liquidity window. The figures connect repurchase demand with fundraising, available liquidity, and the fund’s progress in addressing requests carried over from earlier quarters.

When Evaluating a DST, What Do You Know About How It May Exit?

Blue Vault data shows that 53.8% of open DSTs with a populated exit type reference a 721-related exit. Advisors should examine the specific classification, offering provisions and potential outcome rather than treating every 721 reference as equivalent.