Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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!
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Our members have a multitude of metrics at their fingertips that go deeper than the usual at-a-glance listings of capital raise, AUM, and distribution.
Building Strong Marketing Foundations for Alternative Investments
Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.
Recent News
Blue Vault’s alternative investment data includes coverage of 23 active (open and closed) nontraded BDCs. What was the median return among these offerings in Q1 2025?
Answer: Total returns for the nontraded BDC industry began the year strong, coming in with a median return of 1.75% through the first three months of the year. This follows...
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 68...
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
SEI SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors...
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the appointment of James Sabbatini as...
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
StratCap StratCap, LLC (“StratCap”) has announced that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investments, has...
Bluerock’s Josh Hoffman on the State of the Alts Industry
Johnathan Rickman | Blue Vault As the financial landscape continues to evolve, wealth advisors are staying ahead by broadening their expertise in alternative investments....
More articles…
Mobile Infrastructure Corp.’s Listing Goes South
Mobile Infrastructure Corporation (formerly known as The Parking REIT, Inc.) was a nontraded REIT corporation formed on May 4, 2015. The Company focuses on acquiring, owning and leasing parking facilities and related infrastructure, including parking lots, parking garages and other parking structures throughout the United States…
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our...
Severe Crash Is Coming for US Office Properties, Survey Says
Office prices in the US are due for a crash, and the commercial real estate market faces at least another nine months of declines, according to Bloomberg’s latest Markets Live Pulse survey…
BREIT Fulfills 29% Of Withdrawals As Redemption Requests Fall Again
BREIT received $2.1B in repurchase requests in September, down 28% from August and the fifth consecutive monthly decline in requests.
Crescent Private Credit Income Corp. Launches with $150 Million Seed Capital Investment from SLC Management
CPCI seeks to deliver Crescent’s credit expertise to investors by providing access to a diversified portfolio consisting primarily of sponsor-backed, directly originated assets, including debt securities and related equity investments, made to or issued by U.S. middle-market companies.
Navigating the Retail Financing Landscape: Peachtree Group’s CEO Weighs In
…Peachtree has recently expanded its investment strategy to other asset classes, transitioning from Peachtree Hotel Group to Peachtree Group.
Prologis Explains Why Today’s Supply Chains Require More Logistics Space
In today’s world, 57% more logistics real estate is required to support $1 billion in retail sales than a decade ago, a new analysis by Prologis has found. Ten years ago, 500,000 SF would have been sufficient to do the job. Today, 800,000 SF is needed. “Today, these supply chains amount to 1.2 billion SF and support $1.4 trillion in retail sales (on 2022 dollars basis),” Prologis reported. This has happened despite automation and data analytics advancements, to create what it calls “the supply chain productivity paradox….”
Why Real Estate Investors Like the Self-Storage Industry
There are many reasons why the self-storage sector attracts real estate investors. For one, it is recession-resistant with predictable revenue. Also, customers for self-storage units are typically paying a relatively low rent, as opposed to single-tenant real estate such as retail or office buildings where occupants are on the hook for a bigger check each month which can carry more risk…
Prologis Looks at Four Global Trends Impacting Logistics
Logistics giant Prologis has been looking at the forces affecting logistics real estate and points to four areas that will have the biggest impact. First is a fall in volatility “because of the multiplier effect on demand and structural discipline in supply.” One is a “multiplier effect on demand.” More economic activity is now tied up in logistics. Each unit of growth now needs 20% more additional logistics then before the pandemic.
Which is the only nontraded REIT that has ever invested solely in timberlands and had a full-cycle event in 2015?
This former Wells REIT…









