Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Madison Capital Group Launches Multifamily DST for a Newly Constructed Luxury Community in North Carolina
The 1031 exchange and cash investment opportunity offers access to stabilized boutique multifamily asset near Asheville.
Golub Capital Awarded “Best of the Best” in the Private Debt, Large Cap Asset Class by Korean Investors
As of January 1, 2026, Golub Capital had over 1,100 employees and over $90 billion of capital under management, a gross measure of invested capital including leverage.
How Focusing on One Fund Can Disrupt Marketing for Your Entire Platform
Marketing should support the full platform, not just the fund demanding the most attention at a given moment.
Blue Vault Interval Fund Update 2-18-2026
Blue Vault publishes performance reports for interval funds. Let us serve your alts data needs in 2026!
Recent News
Q2 2025 Blue Vault Nontraded BDC Performance Report Update
Blue Vault will publish 25* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2025. Twenty-four IPPs are now available. Funds shown in orange indicate those for which...
RIA Email Marketing That Misses
Marketing Intent Delete. Unsubscribe. Ignore. That’s the unfortunate fate of far too many emails from alternative investment firms to RIAs. It’s not because the content you...
Nephila Capital Selects SEI as a Global Strategic Partner
SEI SEI® (NASDAQ:SEIC) today announced that the company was selected by Nephila Capital Ltd. (Nephila), a leading investment manager specialising in reinsurance risk, to...
John Hancock Closed-End Funds Declare Quarterly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their quarterly distributions today as follows: Declaration Date: September 2,...
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: equity-focused interval funds or equity-focused tender offer funds?
Answer: According to Blue Vault data, equity-focused interval funds generated an average distribution rate of 4.07% in 2024, higher than that for equity-focused tender offer...
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: credit-focused interval funds or credit-focused tender offer funds?
Answer: According to Blue Vault data, credit-focused interval funds generated an average distribution rate of 9.21% in 2024, higher than that for credit-focused tender offer...
More articles…
Messing With The Magic: Why DFW Might Not Outperform This Cycle
The end of 2007 was a tense time for commercial real estate. The subprime mortgage crisis had spread worldwide, the lending market had dried up, and the Federal Reserve began to cut interest rates in a bid to stop turmoil in the housing and financial markets from tanking the economy…
US Hotel Occupancy, RevPAR Tick Down in Week Ended July 29
US hotel performance showed mixed results during the week ended July 29, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets. Occupancy slightly dropped to 72.2% from 72.9% a week earlier and was up 0.6% from the comparable week in 2022.
Explainer: Moody’s latest views on the US government: The last triple-A standing
Moody’s remains the last of the three major credit rating agencies to maintain a top rating for the United States, after Fitch cut the sovereign rating earlier this week and Standard & Poor’s lowered it in 2011…
U.S. Industrial Leasing Down A ‘Staggering’ 47% From Last Year: JLL
The industrial sector is still delivering a wave of development across the country that started during the pandemic-era boom, but new data shows demand is not keeping up with the pace of new supply….
Rising Interest Rates a Boon for Blackstone BDC, Interval Fund Investors
As interest rates continue to rise, investors in Blackstone’s business development company (BDC) and interval fund are seeing a similar spike in distribution payments, reflecting the asset manager’s profit-generating prowess amid extended economic turbulence. On Blue Vault’s July 26 webinar, A Deeper Look at Blackstone, Senior Financial Analyst Luke Schmidt said both funds are performing very well, with Blue Vault data revealing healthy returns from the funds’ respective investments in software, healthcare, IT services, and other resilient industries…
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina
Capital Square Fully Subscribes DST Offering of Multifamily Build-for-Rent Community Near Raleigh, North Carolina August 3, 2023 | Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of...
Investors Looking To Seize On Depressed Property Valuations Create New Crop Of REITs National
It may seem like an odd time to launch a new commercial property venture, with interest rates at a 22-year high and valuations of basically every property type dropping, but a fresh wave of nontraded REITs has arrived to take advantage of those very same conditions…
SmartStop Self Storage Sponsors ‘Flight for Hope’ Round-the-World Journey
SmartStop Self Storage REIT Inc., a self-managed real estate investment trust, is sponsoring the plane for Flight for Hope, a round-the-world journey by Callum Wallace to raise awareness and funds for the nonprofit Home Suite Hope and other charities. An advisor at real estate firm Engel & Völkers Oakville, Wallace is the fourth Canadian to attempt the challenge, according to a press release….
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Qualified opportunity funds (QOFs) tracked by Novogradac reported raising $2.01 billion in equity over the first six months of 2023, including $1.33 billion during the second quarter of the year. Equity reported by QOFs tracked by Novogradac reached a cumulative $36.10 billion as of June 30, 2023. Novogradac is tracking 1,731 QOFs, of which 1,330 report a specific amount raised…
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault Minute.











