AltsTech News

Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports

Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.

‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors

Our friends at Carson Group have a found a way to walk you through the issues and “cut through the noise” in a weekly podcast that’s fun and efficient called Facts vs. Feelings.

Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data

Blue Vault’s alternative investment data will enhance Helix’s AI-powered platform, allowing for more effective and efficient due diligence.

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.

Five Questions with Jackie Wilke: Modern Marketing and More

“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke

What percentage of nontraded REIT public capital raise came from Blackstone REIT in the third quarter of 2024?

Unlock exclusive insights and stay ahead in alternative investments with Blue Vault’s ‘Inside the Vault’—click to explore now!

What percentage of the nontraded REIT public capital raised in the third quarter of 2024 came from Blackstone REIT?

Unlock exclusive insights and stay ahead in alternative investments with Blue Vault’s alts performance pages!

Stakeholder Buy-In: With Data And Insights, You Can Build Bridges

Marketing Intent supports you in securing stakeholder buy-in with expert insights, detailed proposals, and collaborative strategies, driving your marketing success forward.

What’s the best way to transform your advisory practice into a savvy alts shop?

Join us for the 2025 Blue Vault Alts Summit, March 10-12 in Frisco, Texas.

Roaring ‘20s Redux? Explore Bull Market Upsides at January Community Groups Meeting

Join Ryan Detrick, Chief Market Strategist at Carson Group, at our next Alts Community Groups meeting on Tuesday, January 21, 2025, and get a pulse check on the current state of U.S. financial markets.

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.

2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption

The alternative investment industry sees growing advisor adoption with innovations in registered funds, model portfolios, and tech platforms, shaping the future of alts in 2025.

Bluerock Value Exchange Fully Subscribes $41.2 Million Diversified Industrial Portfolio III DST

Bluerock announces the full subscription of its $41.2M Diversified Industrial Portfolio III DST, a six-property industrial portfolio.

How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?

Gain a competitive edge with Blue Vault’s trusted alternative investment data, empowering advisors to make smarter, data-driven decisions.

How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts

If you’re looking to leap into alts, you need access to independent, credible third-party data to help you verify product sponsors’ artfully worded reports and statements. That’s where Blue Vault comes in.

Bonus Distribution to Investors in the Essential Income REIT’s Class ER Shares Brings Total First Year Distribution Rate to 9.58%

ExchangeRight’s Essential Income REIT Class ER shares achieve a 9.58% total first-year return, bolstered by a bonus distribution from DST fee participation and accretive property acquisitions.