Professional SErvices News
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Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
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Blue Vault’s alternative investment data includes coverage of 78 active interval funds. Which interval fund has the highest distribution rate based on most recent filings?
Answer: City National Rochdale Strategic Credit Fund reported the highest distribution rate at 23.22% as of November 30, 2024. Discover...
CIM Group Hires Veteran Financial Services Executive Paul Weisenfeld as Head of National Accounts in Expansion of Private Wealth Team
CIM Group CIM Group announced today that distinguished financial services leader Paul Weisenfeld has joined the firm as Head of National Accounts as it continues to grow its...
Bluerock Announces Shareholder Liquidity Event in Bluerock Total Income+ Real Estate Fund
Bluerock Bluerock today announced a proposed shareholder liquidity event for its flagship real estate fund, the Bluerock Total Income+ Real Estate Fund (“TI+” or “Fund”)....
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Blue Vault’s alternative investment data includes coverage of 16 active, open nontraded REITs. Which nontraded REIT had the highest capital raise in the first quarter of 2025?
Answer: Blackstone Real Estate Income Trust led the nontraded REIT sector in fundraising with $822.8 million in capital raise in Q1 2025 for a 39.6% market share, having...
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
iCapital Orion, a leading provider of innovative wealthtech solutions for financial advisors and enterprise firms, and iCapital1, the global fintech platform shaping the...
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Blue Vault Q2 2023 Quarterly Insights (Member only content)
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Visualizing NAV REITs Total Returns Over the Past 33 Months
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ExchangeRight’s Essential Income REIT Now Tracked by Blue Vault
Warren Thomas, a managing partner at ExchangeRight, shared that this reporting relationship will help educate advisors about the Essential Income REIT’s successful performance to date, broadening its reach to more investors who need the kind of stable income that the REIT has historically generated.
How much equity capital did nontraded BDC programs raise in September 2023 via public offerings?
Blue Vault is dedicated to providing news, insights and ongoing learning opportunities to help wealth advisors keep their alts knowledge fresh.
Are Alternative Investments Part Of Your Economic Outlook?
Today we’re discussing specific types of alternatives institutions are looking at, as well as macroeconomics driving this new wave.
Q3 2023 NTR AND BDC Filing Deadline: November 15
The SEC deadline for Q3 2023 quarterly financial report filings is November 15, 2023. Blue Vault begins processing data and preparing individual performance reports as filings become available for each offering. As individual performance pages are completed, they will...
Ashford Hospitality Trust Hopes To Hand Back Keys to 19 Hotels in Its Portfolio by Year’s End
The Dallas-based REIT has been working for months to hand back the keys of 19 hotels tied to three loans that matured in June in which the trust opted not to pay the $255 million required to extend those loans.
NexPoint Real Estate Finance, Inc. Launches $400 Million Continuous Offering of 9.0% Series B Cumulative Redeemable Preferred Stock
The Series B Preferred Stock is being offered by NexPoint Securities on a “reasonable best efforts” basis. There is no public market for the Series B Preferred Stock and the Company does not intend to apply for a listing of the Series B Preferred Stock on any national securities exchange.
What Are Your Firm’s Differentiators?
The quest for differentiation isn’t just about establishing uniqueness – it’s about conveying value in an environment where competition is intense.
Prospect Capital Announces September 2023 Financial Results and Declares Steady Monthly Dividends through January 2024 of $0.06 Per Common Share
Prospect’s closing stock price of $5.35 at November 7, 2023 delivers to our common shareholders an annualized distribution yield of 13.5% and an annualized basic NII yield of 18.7%, representing 139% basic NII coverage of common distributions.
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