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Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
Based on the universe of tender offer funds tracked by Blue Vault — and on the most recent filings — how much did the tender offer funds industry raise 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!
Why Choose a REIT Over Other Investment Vehicles?
In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right fit.
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Recent News
The Latest on Blue Vault’s Nontraded LLC, Interval Fund, and Tender Offer Fund Performance Reports
Blue Vault published Individual Performance Pages (IPPs) for these Nontraded LLCs, Interval Funds and Tender Offer Funds (newly published pages in bold font): Nontraded...
What is the largest interval fund in the industry in terms of total assets as of December 31, 2024?
Answer: Cliffwater Corporate Lending Fund is the largest interval fund with $43.3 billion in total assets, 32.7% of the industry total. ACAP Strategic Fund is the second...
Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced that demand for the company’s...
How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Answer: Interval fund industry net assets increased from $75.1 billion in 2023 to $98.3 billion in 2024, an increase of 31%. This follows an 18.6% increase from 2022 to...
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
VENTURE.co Fund Services VENTURE.co Fund Services is pleased to announce the hiring of Tony Olivo as Chief Revenue Officer. Tony joins VENTURE.co from Vistra (formerly...
Alternative Investments: A Primer for Advisors
Johnathan Rickman | Blue Vault Alternative investments are often touted as a way for advisors to diversify client portfolios and generate income for investors. But what are...
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Real Estate Cap Rates and the Slow Wheels of Progress
Differences in cap rates capture the divergence that occurred between U.S. public and private real estate markets in 2022, with public real estate cap rates (REIT implied) higher than their private real estate counterparts (transaction and appraisal). As expected, the gaps between REIT implied…
Q1 2023 Published Reports as of June 23
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 23 Nontraded REIT (newly published performance reports are in bold font) All Q1 2023 individual performance pages are now published and the full NTR Industry Review will be published soon. ...
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault’s semi-annual interval fund individual performance pages.
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).
Peachtree Group Strengthens Its Capital Markets Team with Key Appointments
Peachtree Group has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC Investors (“PPCI”), with the appointment of industry veteran Brian Cho…
Q1 2023 Published Reports as of June 22
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 22 Nontraded REIT (newly published performance reports are in bold font) American Healthcare REIT Q1 2023 Apollo Realty Income Solutions Q1 2023 (limited operations) Ares Industrial Real Estate...
Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023?
Blue Vault’s comprehensive alternative investment database is a treasure trove of information.
Peakstone Realty Trust Shares Log Big Gains in Week Ended June 16
Share prices for US equity real estate investment trusts rose alongside the broader market during the week ended June 16. The Dow Jones Equity All REIT index finished the week up 1.25%, while the Dow Jones Industrial Average was up 1.25% and the S&P 500 climbed 2.58%. By property sector, the Dow Jones US Real Estate Industrial index recorded the largest increase, up 2.54%. The apartment and retail indexes followed, each up 0.99%…
Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin talks about events in 2022 that pose a challenge for alternative investments in 2023.
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