Professional SErvices News
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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.
Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, what was the average redemption rate for private credit as an asset class year-to-date through September 30, 2025?
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Recent News
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,...
Blue Vault Begins Publishing Q2 2025 Nontraded BDC Performance Reports
Blue Vault will publish 25* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2025. Nineteen IPPs are now available. Funds shown in orange indicate those for which...
Short Videos, Big Impact: Why Less Really is More in Advisor Marketing
Marketing Intent Advisors are constantly pulled in multiple directions. Between managing client portfolios, responding to market shifts, and evaluating new products, their...
ExchangeRight Secures 50 Lease Renewals and Sustains 100% Rent Collection for its Essential Income REIT
ExchangeRight ExchangeRight has announced that through Q2 2025 the company maintained 100% rent collections and executed 50 lease renewals across the company’s entire net...
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NAV REITs Report Flat Median Total Returns for June
The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was just 0.01% in June, compared to negative 0.46% in May. Eight of the 16 reported positive total returns. This is the first month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return, albeit a very small one. Year-to-date in 2023, the median total return for the 16 REITs was negative 2.94%. By contrast, the S&P 500 Index total return over the same six-month period was 16.89% and the NAREIT All Equity REIT Index total return was 2.97%.
Q1 2023
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‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases
It’s traditional in lease negotiations for the owner of an office building to ask a prospective tenant to show proof that they are in good financial standing and can be expected to pay rent every month….
New REITs Proliferate in Anticipation of Further Decline in Property Values
Four major investment firms have taken steps this month to set up nontraded real estate investment trusts so they can swoop in when property values finally adjust to a new economic reality of significantly reduced prices. The filings with the Securities and Exchange Commission by Sculptor Capital Management, ExchangeRight, EQT Exeter and Invesco Real Estate…
US Hotel Occupancy, Daily Rates Jump in Week Ended July 15
US hotel performance improved in all three metrics during the week ended July 15, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets. Occupancy increased to 72.0% from 61.8% a week earlier and was up 0.1% from the comparable week in 2022.
Nate Oltmans: Alts Challenges in 2023
In this BV Minute, Nate Oltmans gives an advisor’s perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share
We recently caught up with Alliance 160’s Amanda Teeple to discover ways that institutional alternatives offerings can be packaged for RIA firms, broker-dealers and family offices. Alliance 160, a strategic consultancy that provides critical support for institutional alts managers seeking to develop products that adhere to compliance guidelines for the independent broker-dealer (IBD) and Registered Investment Advisor (RIA) channels, sees intensifying growth opportunities.
Interval Funds: The Growing Market That’s Turning Advisors on to Alts
As economic uncertainty continues to tame investment expectations, the market for interval funds and tender offer funds has grown into a fierce, $133 billion industry, 1 raising over $25 billion in capital last year alone. Interval funds are an increasingly popular allocation because they solve some of the structural and regulatory limitations associated with private funds while offering the potential to generate higher total returns…
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets
US public pensions have boosted their exposure to private equity to $622 billion, the highest in at least two decades, as part of a push for higher investment returns, according to a new report by the Equable Institute…
UK takeover wave rolls on with £470 million bid for fund manager Gresham House
Shareholders in alternative asset manager Gresham House (GHE) will be popping the champagne corks today after the firm revealed it had agreed a buyout by private investment group Searchlight at £11.05 per share, a 63% premium to its last price.
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