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Smart Marketing Keeps Advisors Coming Back

July 10, 2025

Smart Marketing Keeps Advisors Coming Back

Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.

Alts and Answers Luncheon – Dallas, TX

Aug 28, 2025

Alts and Answers Luncheon – Dallas, TX

Join us for the launch of Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. Presenting Firms: XA Investments

Alts and Answers Luncheon – Chicago, IL

Jul 23, 2025

Alts and Answers Luncheon – Chicago, IL

Join us for the launch of Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. Presenting Firms: Veritas Investment Group XA Investments

Alts and Answers Luncheon – Houston, TX

Aug 14, 2025

Alts and Answers Luncheon – Houston, TX

Join us for Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. As part of our renewed focus on performance data and advisor education, we’ve reimagined our approach to industry engagement. Rather than a large-scale annual…

The Lowdown on UPREITs: Keeping Investment Property in Play

July 9, 2025

The Lowdown on UPREITs: Keeping Investment Property in Play

An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.

BNY and iCapital® Form Alliance

July 8, 2025

BNY and iCapital® Form Alliance

This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.

ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT

July 8, 2025

ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT

These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.

Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket

July 8, 2025

Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket

This is Peachtree’s ninth DST offering since the firm launched the program in 2022.

Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments

July 1, 2025

Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments

“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology

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The alternative investments industry is
expected to grow to $17 trillion by 2025.