AltsTech News - Blue Vault

Eye on Alts: April 15

Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!

TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap

The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.

CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division

Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.

Weekly Alts News Roundup: April 8, 2025

Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.

Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact

In this Q&A, Mat Dellorso, Managing Director of SEI Access™, discusses how technology stands to exponentially expand the alts market and the role that SEI Access will play in that transformation.

What percentage of interval fund assets are held in credit-focused funds as of December 31, 2024, and how does that compare to one year prior?

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Bluerock High Income Institutional Credit Fund Generated an 11.7% Annualized Distribution Rate over the Trailing 12 Months

For the first quarter of 2025, Bluerock High Income Institutional Credit Fund paid its eleventh consecutive quarterly distribution, generating an 11.7% annualized rate over the trailing 12 months.

Braemar Hotels & Resorts Enters into Franchise Agreement for the Sofitel Chicago Magnificent Mile

Braemar Hotels & Resorts Inc. says it will transition the Sofitel Chicago Magnificent Mile to a franchise structure managed by Remington Hospitality.

Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs

Bluerock Value Exchange (BVEX) announces $1.5M in special distributions to investors, highlighting strong DST portfolio performance and enhanced returns.

Blue Vault’s Latest 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.

Weekly Alts News Roundup: April 1, 2025

Blue Vault’s Weekly Alts News Roundup gets you up to speed on what’s happening in the industry from M&As to technology and more.

ExchangeRight Appoints Jason Roland as Senior Vice President of the Mid-Atlantic Region

Jason Roland appointed as Senior Vice President of the Mid-Atlantic Region at ExchangeRight with over 15 years of experience in the alternative investments and securities industries.

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?

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