Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
The Advisor Journey: From Curiosity to Commitment
In the alts space, where opportunity and complexity intersect, influencing an advisor’s decision is both an art and a science.
GSREIT Now Available on iCapital Marketplace
Partnership expands access to private multifamily real estate strategy for wealth advisors and their clients.
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return 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!
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate 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!
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…
Blackstone pumps $137M into Chicago Industrial
Meanwhile, Industrial continues to perform well in the Windy City and nationally, as the sector seems to be less swayed by the challenges facing office and retail.
Hines Secures Four Key Investments, Expanding Its Portfolio And Driving Growth
“By carefully navigating the changing dynamics of today’s market environment and focusing on high-quality assets with strong fundamentals, we aim to fortify our position for sustained, diversified growth.”
Blue Vault Performance Reports Update 10-23-2023
Blue Vault has published the following Interval Fund and Tender Offer Fund individual performance reports…
NexPoint Launches NexPoint Semiconductor Manufacturing DST Offering
NexPoint has brought $2.2 billion worth of real estate to the DST market. NexPoint has also invested over $1.2 billion of its own capital in various investment offerings that it advised or sponsored.
Smartstop-Backed SSGT Adds $19.5m Self-Storage Facility to Portfolio
The Tamarac facility is strategically positioned amidst residential properties and is expected to benefit from over 3,000 planned housing starts within a three-mile radius.
NAV REITs Report Small Negative Median Total Returns for September
The median monthly total return for sixteen continuously offered nontraded REIT programs (“NAV REITs”) was negative 0.02% in September, compared to -0.08% in August…
CIM Real Assets & Credit Fund Announces 21% Increase in Distribution Rate
The increase in the distribution rate reflects increasing income on CIM RACR’s floating rate real estate and credit investments and the expectation of improving net operating income on its real estate equity investments from recent strong leasing activity.
Goldman Marks Down Commercial Real Estate Portfolios
About 43% of the firm’s CRE-related on-balance sheet alternative investments consisted of historical principal investments that Goldman Sachs intends to exit over the medium term, according to an investor presentation.
Manageable debt, quality assets cushion US public office REITs against headwinds
Aside from their manageable debt position, office REITs also own some of the better assets, given the repositioning efforts undertaken to upgrade portfolios over the last few years, Hafeez said.
Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s
“We are pleased to win this prestigious award and on behalf of our shareholders, receive recognition from MMI/Barron’s and our peers, for our team’s hard work and dedication in delivering high risk-adjusted returns over the past 11 years in the Bluerock Total Income+ Real Estate Fund,” said Ramin Kamfar, Founder and CEO of Bluerock…











