Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Madison Capital Group Names Matt McCoy President of Madison Commercial
McCoy brings more than 25 years of real estate capital markets experience spanning more than $15 billion in equity, debt and advisory transactions.
Inland Investments Expands Advisor Support Through SEI Access Platform
Since inception, Inland Investments and its affiliates have completed 661 real estate investment programs serving more than 490,000 investors across all commercial real estate sectors.
Based on the open and active nontraded BDCs tracked by Blue Vault, which offering had the highest, or least optimal, YTD 2025 net investment income payout ratio as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Comparing Alts 1.0 to Alts 2.0
In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.
Recent News
In the first quarter of 2025, what was the nontraded BDC industry’s average distribution yield?
Answer: The nontraded BDC industry had an average distribution yield of 8.77% in Q1 2025. Discover...
Welcome, Engage, Grow: How Welcome Campaigns Drive Enduring Advisor Relationships
Marketing Intent Picture this: After months of effort, an advisor finally decides to bring your fund to their clients. It’s a big milestone—but it’s not the finish line. If...
Vistra strengthens U.S. Fund Solutions team with strategic hires, signaling continued growth and investment in North America
Vistra Vistra, a leading global provider of essential business services, today announced three new VP appointments to its U.S. Funds Solutions team – Alex McGillivary, Ira...
Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Answer: In the first quarter of 2025, Blue Owl Technology Income Corp. had the highest redemption rate at 3.28%. Discover...
Tender Offer Funds See Strong Capital Raise, Private Equity Push in Late 2024
Johnathan Rickman | Blue Vault The universe of tender offer funds tracked by Blue Vault raised $8.63 billion in the second half of 2024, with the five largest fundraisers...
Inside the Vault: An Exclusive Look at Individual Performance
Johnathan Rickman | Blue Vault For the last 15 years, Blue Vault has helped wealth advisors navigate the alts space with clarity and confidence by gathering and reporting on...
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Adding Value To Your Webinars
Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors. Read on to learn what advisors want to know about your firm.
Third-Party Information Is Invaluable
Financial advisors love getting third-party information from asset managers. This is what we’ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors.
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
“During this heightened economic uncertainty, we are pleased to have provided the investors, representatives, and advisors who turn to ExchangeRight’s historically recession-resilient investment strategy another offering to protect their hard-earned wealth…”
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-7-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following nontraded REITs (newly published pages in bold font): American Healthcare REIT Q2 2023 Apollo Realty...
AltsDay 2023 Registration Now Open
AltsDay 2023 Registration Now Open Join us for a one-day virtual educational event focused on the alternative investments market. This rapidly growing investment option typically has low correlation to mainstream asset classes like stocks and bonds – making it...
Exploring What Happened to Ares Industrial REIT’s NAVs
Ares Industrial REIT was a leader among the continuously offered nontraded REITs in 2021 when measured by the change in its net asset per share (NAV). For that entire year, only Blackstone REIT’s increase in NAV per share (+23.76%) out-shone Ares Industrial REIT (+23.70%) among its peers.
NBIM: Listed and Private Real Estate is All The Same in The Long Run
For the past three years Norges Bank Investment Management, which manages the $1.43 trillion Government Pension Fund Global, has managed its listed and unlisted real estate teams under one umbrella. It was part of a re-organisation to bring the teams closer together following the 2019 shift to manage the real estate exposure in one combined strategy…
LODAS Markets Expands Offering
LODAS Markets, the third-largest alternatives market operator in the U.S., today announced four Walton Global funds are available for trading, marking the first listing of private limited partnerships available to accredited investors on the LODAS marketplace.
US Hotel Metrics Drop in Week Ended August 26
US hotel performance weakened during the week ended August 26, matching historical seasonal patterns, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets.
How Wall Street’s REIT giants are reshaping U.S. real estate
U.S real estate investment trusts today manage $4.5 trillion in real estate worldwide. Many groups on Wall Street offer these tax-friendly funds to retail investors.










