Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
Recent News
Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
Answer: Based on Blue Vault’s coverage, the interval fund industry has raised $179.3 billion in gross capital as of Q1 2025. Discover...
Blue Vault has tracked performance data for nontraded BDCs since 2009. Based on the funds we have covered over the years, how much gross capital has the nontraded BDC industry raised through the first quarter of this year?
Answer: Based on Blue Vault’s coverage, the nontraded BDC industry has raised $104.8 billion in gross capital as of Q1 2025. Discover...
J.P. Morgan Asset Management Strengthens Canadian Market Presence with New ETF Launch
J.P. Morgan J.P. Morgan Asset Management Canada (JPMAM)* today announced the expansion of its actively managed exchange-traded funds (ETFs) with the launch of the JPMorgan...
Guide the Journey or Rush the Sale
Marketing Intent Imagine walking into a networking event, and before you’ve even introduced yourself, someone hands you their business card and launches into a pitch about...
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the appointment of Tracy Mousner as...
Consistent Producers or One-Hit Wonder
Marketing Intent There’s a real sense of accomplishment when an advisor makes their first investment in your fund. It’s the result of all the meetings, questions, and effort...
More articles…
Leitbox Storage Partners LLC Thrives with Notable Pension Fund Investments
Leitbox’s innovative market approach, which encompasses a diverse array of strategies including development, mixed-use development, conversions, and strategic value-add acquisitions, has markedly enhanced its standing and appeal within the sector.
Office Landlords Increasing Pace Of Handing Properties Back To Lenders
Office landlords are looking at the shifting landscape and deciding to cut their losses, Hatch said. “Now, borrowers are looking forward and just realizing that even if they can get a modification on their loan, it’s just not a feasible asset class for them to really even stay in,” she told CoStar.
Cap Rate Changes Vary Across Real Estate Sectors
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The Power Of Opinion In Alternative Investments Marketing
If you’re seeking ways to interweave your opinions into your content, fostering deeper connections with financial advisors and investors while differentiating your brand in the crowded alternative investment space, we’re here to guide you…
The Oasis Group Publishes Comprehensive Whitepaper on Alternative Investment Technology
The more widespread deployment of alts in client portfolios has produced its own proliferation of technology, which the paper’s authors review and address….
Hines Acquires 1.1 Million-Square-Foot Industrial Campus In Chicago
Hines will serve as the property manager for the portfolio and intends to implement a strategic value-add capital improvement plan at the properties…
Alternative Investment Exchange (AIX) Provides Alts Platform for DAI Securities
For alternative investments, the AIX platform works as a data-driven workflow management solution with data populating forms and relevant systems automatically, creating a seamless experience for all involved – advisors, clients, sponsors, custodial parties, home offices, and compliance…
NAV REITs Report Small Positive Median Total Returns for October
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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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