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read the latest about the firms transforming how wealth advisors implement alts in their practices
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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!
CIM Group Completes The Read 75-Unit Apartment Community in West Adams Neighborhood of Los Angeles
The Read is located in a Qualified Opportunity Zone.
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Recent News
ExchangeRight Appoints Bryan Yvon as Senior Vice President of the Southeast Region
ExchangeRight ExchangeRight has announced that Bryan Yvon has joined the company as senior vice president of the Southeast region. In this role, Yvon will serve financial...
The Opportunity in Regulatory Capital Relief at Eagle Point
Eagle Point What is Regulatory Capital Relief (RCR)? Regulatory capital is the amount of capital that banks are required to have on hand at any given time. This capital is...
Why Your Pitch Deck Fails
Marketing Intent No one sets out to create a pitch deck that makes advisors lose interest, but it happens more often than you’d expect in the alternative investment space....
Blue Vault’s performance data includes research on 12 equity-focused interval funds. Which fund had the highest average distribution rate based on most recent fillings?
Answer: Of the equity-focused interval funds tracked by Blue Vault, Cliffwater’s Cascade Private Capital Fund had the highest average distribution rate of 6.12% as of March...
Since 2015, which year did tender offer funds tracked by Blue Vault exhibit the lowest average debt-to-total-assets ratio?
Answer: Tender offer funds tracked by Blue Vault exhibited the lowest average debt-to-total-assets ratio of 2.1% in 2022. Discover...
Blue Vault Publishes Fourteen Q2 2025 NTR Performance Reports
Blue Vault began publishing new Q2 2025 research reports covering non-traded REIT (NTR) offerings. These pages provide expanded insights into the latest performance metrics,...
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June 2023 Reported Nontraded REIT Sales Down 11.3% from May 2023
Blue Vault received June 2023 sales totals for ten nontraded REIT program offerings as of July 19, 2023. Sales reported by those ten NTRs totaled $176.0 million, down 11.3% from $198.4 million in May for the same ten NTRs, and down 72% Y-O-Y from the $630.7 million in sales in June 2022. FS Credit Real Estate Income Trust led the reporting REITs once again with $55.3 million in June, down 58% from $133.2 million in May. Next was Nuveen Global Cities REIT with $25.6 million, down 21% from the REIT’s May sales of $32.5 million.
Carron Schmick: Use Cases for Alts
Carron Schmick highlights how alts can meet clients’ needs, how she explains alts to clients, and how receptive the clients are.
Carron Schmick: Evaluating Alts for Your Practice
In this Blue Vault Minute, Carron Schmick walks through some of the metrics her firm uses to evaluate asset managers.
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023?
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023? Answer: The five REITs with the highest distribution yields among the closed REITs as of March 31, 2023, were Lightstone Value Plus REIT I, Procaccianti...
West Coast Cities Slam Brakes on Housing Production Amid Worsening Crisis
Up and down the West Coast apartment construction sites are falling quiet despite high demand in a worsening housing shortage. Fewer multifamily projects have broken ground this year from Seattle to San Diego in one of the slowest starts to apartment construction in a decade. In San Jose, no apartments have broken ground after more than 7,000 started construction last year. In Seattle, 3,433 apartments started building in the first six months, a drop of nearly 60% from the same time last year.
Public Storage to acquire Simply Self Storage for $2.2 billion
Self-storage operator Public Storage (PSA.N) said on Monday it has entered a deal to buy Simply Self Storage from Blackstone Real Estate Income Trust (BREIT) for $2.2 billion, as it looks to expand its market presence. Demand for storage space has waned from the heights of the pandemic, as people return to offices, and some analysts expect more consolidation in the sector….
REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds
One of the unique aspects of REITs is the large, actively managed, dedicated REIT investment community; actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.
PetSmart’s Owner Sells Minority Stake to Apollo
BC Partners has agreed to sell a minority stake of its PetSmart holdings to funds managed by affiliates of Apollo…
Why Blackstone Was Able To Turn Simply Self Storage Into an Extra $1 Billion in Under Three Years
Blackstone Real Estate Income Trust’s deal to sell Simply Self Storage to Public Storage for $2.2 billion signals more than the seller collecting $1 billion over what it paid less than three years ago. It also indicates optimism about long-term self-storage demand in certain parts of the country didn’t ease with the pandemic…
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.
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