
Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight Fully Subscribes $55.9M Net-Leased Portfolio 71 DST, Providing REIT Exit Optionality to Investors
Net-Leased Portfolio 71 DST is a closed offering and is not accepting new investors.
Monroe Capital Closes $6.1 Billion in New Investable Capital for its Private Credit Strategy
Monroe’s direct lending strategy emphasizes rigorous credit selection, robust structural protections, and active portfolio management, with a focus on capital preservation and attractive risk-adjusted returns.
Strike the Right Marketing Cadence with Frequency, Engagement, and Impact
Strategic frequency, paired with relevant, engaging content, consistently drives stronger relationships, higher engagement, and more meaningful brand recognition.
Based on the nontraded REITs tracked by Blue Vault, how much capital did the nontraded REIT industry raise through private offerings in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Johnathan Rickman | Blue Vault Wealth advisors have a lot on their plate, with time for conducting research in rare supply. As more investors pivot their portfolios to...
Building Strong Marketing Foundations for Alternative Investments
Marketing Intent In this industry, where sophisticated strategies and complex structures often define processes, the most effective fund marketing still rests on a handful...
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
iCapital iCapital1, the global fintech company shaping the future of investing, today announced the opening of its first office in the Middle East in Abu Dhabi within ADGM,...
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group CIM Group announced today that it has been named Infrastructure Manager of the Year by Insurance Investor at the publication’s North American Awards ceremony held...
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
CAIS Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisors surveyed in the fourth annual study...
Everything Everywhere All At Once – Now Tokenized
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Wall Street built the old rules of alternative investing. Blockchain is...
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National Property REIT Corp., a Prospect Capital Corporation Portfolio Company, Exits Crown Point Property with a 19.1% IRR and 2.6x Cash-on-Cash Multiple
The sale achieved a 19.1% internal rate of return and a 2.6x cash-on-cash multiple on the investment.
iCapital® Makes Strategic Investment in LYNK Markets, Partners to Scale Adoption of Alternatives Globally Through Private Alternative Investment Fund Notes
Strategic investment reinforces iCapital’s global commitment to expanding access and distribution of alternative fund strategies, partnership will have initial focus on the Latin American wealth channel.
Billions, Bottles, And Banksy: The New Wave Of Collectible Investing Platforms
In the past, investing in collectibles required finding an auction house or maintaining the right connections to private dealers. Technology is changing that experience.
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
Based on the universe of tender offer funds tracked by Blue Vault — and on the most recent filings — how much did the tender offer funds industry raise in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Why Choose a REIT Over Other Investment Vehicles?
In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right fit.
Driving Growth with Unified Marketing and Sales Messaging
Even minor inconsistencies between what marketing conveys and what your sales team communicates can reverberate throughout client interactions.










