Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Publishes Interval Fund, Nontraded LLC Performance Reports for March 31, 2026
Which tender offer fund converted to an interval fund? Read more to find out.
Blue Vault Q1 2026 Nontraded REIT and BDC Industry Reviews are Available
Find impactful industry metrics in the newly published Industry Reviews.
Blue Vault 2026 Alternative Investments Outlook and Select Sector Reports
Blue Vault’s 2026 Alternative Investments Outlook provides market insights, sector analysis, and perspectives from leading alternative investment sponsors.
All Blue Vault Q1 2026 Nontraded REIT Performance Reports are Now Available
Blue Vault has published all 40 Nontraded REIT Individual Performance Pages for Q1 2026.
Recent News
As of June 30, 2025, Blue Vault’s research included coverage of 87 interval funds. Of those, which fund had the highest average distribution rate?
Answer: As of March 31, 2025, the Tax-Exempt Private Credit Fund, Inc., managed by Tortoise Credit Strategies, had the highest average distribution rate of 17.80% based on...
CIM Group Announces Grand Opening Date for Hotel Phoenix at Centennial Yards
CIM Group CIM Group announced today that Hotel Phoenix will open its doors to guests on December 1. Hotel Phoenix marks a historic milestone as the first hotel to open at...
StratCap Expands Sales Team: Michael Kerrigan Hired as Senior Regional Vice President for the Southeast
StratCap StratCap, LLC (“StratCap”) announced today that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investment...
Unlocking Growth: How Trade Finance Fuels Middle Market Business
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Alternative investments are everywhere these days, from the launch of...
Syverson Strege Partners with SEI to Elevate Financial Planning Experience
SEI SEI® (NASDAQ:SEIC) today announced that Syverson Strege, a leading fee-only financial planning and investment management firm managing $1 billion in assets under...
Full Subscription of ExchangeRight All-Cash 15 DST Adds to Acquisition Pipeline for Essential Income REIT
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 15 DST, adding to the growing acquisition pipeline for ExchangeRight’s Essential...
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Morgan Stanley Files a Nontraded REIT Offering
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Capital Square Acquires Tennessee Build-for-Rent Townhome Community for DST Offering
Summit Townhomes is under a 30-minute drive from downtown Knoxville. The Knoxville MSA has a population of 747,185 and is projected to increase by 3.6% over the next five years.
Bank OZK Provides $220M Construction Loan for FAT Village in Fort Lauderdale
“At a time when financing and construction starts have materially slowed, it’s gratifying to be in a position to move forward on FAT Village, which we believe will be a transformational development for Flagler Village and Fort Lauderdale.”
Blue Vault Q3 2023 Individual Performance Page Update 01-02-2024
Blue Vault is your hub for Alternative investments
Higher Interest Rates Hit Nontraded REIT Fundraising and Valuations
“The industry is well positioned to meet redemptions up to the 5% quarterly cap with sufficient liquidity sleeves on the balance sheets to fund redemptions.”
StratCap Closes Sale of Strategic Wireless Infrastructure Fund I Assets
Scott Riggs, Chief Operating Officer of StratCap Wireless, added, “The addition of these 72 towers enhances the operating scale of our tower assets as we continue our strong momentum in the market.”
Assembling The Right Marketing Team
Your marketing team must be both creative and analytical. They need to understand complex product structures and investment philosophies, anticipate sales objections and address potential questions.
2024 Trends to Watch in Real Assets
There is reason to believe that more forced capital events, including sales of distressed assets, could be on the way.
NAV REITs Report Negative Median Total Returns for November
The monthly returns for NAV REITs compared very favorably to those of the listed REITs represented in the NAREIT All Equity REITs Index.
Blue Vault Q3 2023 Individual Performance Page Update 12-22-2023
Blue Vault is your hub for Alternative investments










