News
The latest news in the Alts space
Featured Articles
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
Consistent Producers or One-Hit Wonder
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility
The market update is a comprehensive research report detailing current market trends and industry highlights.
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Consistent Producers or One-Hit Wonder
Interval and Tender Offer Fund Market Experiences Accelerated Growth, Surge in Fund Launches, and Shift Toward Greater Investor Accessibility
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
Asset Manager News & Perspectives
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
Service Provider News & Perspectives
Consistent Producers or One-Hit Wonder
The first step in turning one-hit wonders into repeat investors is to meet them where they are—and that usually means acknowledging the disconnect.
Industry
News
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.
Blue Vault
Insights
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.
Blue Vault
Announcements
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.
Inside the Vault
Facts about the alts industry
Blue Vault has tracked performance data for nontraded REITs since 1990. Based on the funds we have covered over the years, how much gross capital has the nontraded REIT industry raised through the first quarter of this year?
Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
