AltsTech News

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.

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

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

“Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform.” — Warren Thomas, a managing partner at ExchangeRight

Fred Talk: A Live Huddle for Wealth Advisors

“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!

ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report

ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.

Five Questions with Erin Botsford: Allocating to Alts

“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford

Why wealth advisors should care about the future of federal tax policy

Blue Vault Alts Summit features expert strategies for harnessing maximum client advantage.

With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry

Blue Vault Q3 2024 NTR data show Blackstone taking control of redemptions and continuing to outperform, potentially signaling a much-needed industry turnaround.

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