AltsTech News - Blue Vault

Alts and Wealthtech: Evolution through Innovation

Alternative investments and wealthtech have evolved by adapting to market changes and differentiating products and services.

Technology, Education, and Real Estate: Top Topics at Alts Summit 2025

Technology, alts education, and real estate were three topics that stood out at Alts Summit 2025 based on advisor feedback and engagement.

Comparing Corporate and Commercial Real Estate Private Credit

Discover the versatility and resilience of private, floating rate credit investments and their role in enhancing portfolio diversification amid shifting interest rate environments.

Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event

ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST...

ExchangeRight Welcomes Will Powers as National Sales Director

“Will’s extensive experience in capital markets and his proven leadership in building strong relationships align seamlessly with ExchangeRight’s mission and values.” — Warren Thomas, managing partner at ExchangeRight

ExchangeRight Welcomes Will Powers as National Sales Director

ExchangeRight has named Will Powers as its new national sales director to help enhance and lead the company’s strategic relationships.

Of the 76 interval funds currently covered by Blue Vault, what is the most common fiscal year-end date?

Bring Alts to the Forefront of Your Practice.

How many people attended the very first Alts Summit, and how many attended this past year?

The Blue Vault Alts Summit has grown in the last eleven years!

What is the difference between mutual funds and interval funds?

Answer: Mutual funds require daily liquidity, while interval funds can hold private credit or private equity, offering investors higher returns without daily redemption pressure.

Jackie Wilke’s Post-Takeover Update

“Join me at Alts Summit 2025 to discuss exactly how elite professionals are getting 2030 ready with their marketing.” — Jackie Wilke

Capitalizing on Data Center Expansion: The Evolving Risk Profile

Corporate and private investors are increasingly capitalizing on demand for AI services by investing in data centers.

Five Questions with Nate Oltmans: Purpose and Intentionality

“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans

Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth

Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.

What percentage of nontraded BDC public capital raise came from Blackstone Private Credit Fund in the third quarter of 2024?

Answer: Blackstone Private Credit Fund raised a total of $1.93 billion in public capital in the...

Record growth: Interval funds emerge as key players in alternative investments

“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments

Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says

“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent

Vistra collaborates with 1776ing to enhance alternative investment processing

“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing

Five Questions with Ryan Detrick: Navigating U.S. Markets

“Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors.” — Ryan Detrick

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?

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