Topic - Blue Vault

Topic

July 17, 2025

Bluerock’s Josh Hoffman on the State of the Alts Industry

Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.

July 16, 2025

Advisor Relationships That Last

Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.

July 14, 2025

Blue Vault Publishes 4-30-2025 Interval Fund, Tender Offer Fund Reports

Blue Vault added nine Interval Fund and five Tender Offer Fund Individual Performance Pages (IPPs) to its research catalog for the period ending April 30, 2025.

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.

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.

July 8, 2025

Christine Russo Promoted to COO of Madison Capital Group Holdings

A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.

July 8, 2025

ADISA Appoints Jade Miller as First CEO

In the newly created role, Miller will work alongside Executive Director John Grady to lead the organization's next chapter.

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.