Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
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Recent News
Bluerock Value Exchange Launches $37.8 Million 1031 Exchange BR Churchill Downs Multifamily DST in Pinehurst, NC
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced the...
In the first quarter of 2025, which nontraded REIT had the highest distribution yield?
Answer: Cantor Fitzgerald Income Trust’s distribution yield for its Class T shares was the highest among its peers in Q1 2025 at 6.81%. Discover...
Cove Capital Investments, LLC Successfully Closes on Two Debt Free Properties for its Cove Essential Net Lease Portfolio 90 DST Offering Available for 1031 Exchange Investors
Cove Capital Investments Dwight Kay and Chay Lapin, Founding Members of Cove Capital Investments, LLC, announced the Delaware Statutory Trust sponsor firm successfully...
Bluerock Total Income+ Real Estate Fund Celebrates its 50th Consecutive Quarterly Distribution
Bluerock Bluerock Total Income+ Real Estate Fund, one of the largest real estate interval funds in the world (“TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX)...
Capital Square Debuts Completed Opportunity Zone Development, The Nickel Hotel in Historic Charleston
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing...
How many new nontraded REIT offerings were introduced in 2024?
Answer: Zero. 2024 was the first year on record to lack the introduction of a single new nontraded REIT. Discover...
More articles…
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.
BREIT forges ahead on comeback trail: Blackstone fund posted strongest return in 10 months after limiting withdrawals
Blackstone’s real estate investment trust continued its climb out from under a mass of redemption requests that landed in recent months, with June posting its strongest returns in nearly a year.
Newly Formed BGO Industrial REIT Acquires Interest In 9.4M SF Portfolio
BGO Industrial Real Estate Income Trust, a nontraded REIT formed by investment management firm BentallGreenOak, acquired an interest in a 9.4M SF industrial “seed portfolio” of 29 buildings in the Midwest.
How has the amount of debt outstanding in the interval fund industry changed from March 31, 2022, to March 31, 2023?
How has the amount of debt outstanding in the interval fund industry changed from March 31, 2022, to March 31, 2023? Answer: The amount of debt outstanding in the interval fund industry has increased from approximately $6.0 billion as of March 31, 2022, to $8.8...
ExchangeRight Increases Market Share in First Half of 2023
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that it has increased its share of the 1031 DST market in the first half of 2023 compared to the 2022 year, representing more than 33% growth, according to a recent report by Mountain Dell Consulting. The report shows that ExchangeRight’s $201.88 million of DST equity raised year-to-date positions the company as the fourth largest sponsor in the securitized 1031 exchange marketplace as measured by equity raised.
US warehouse rents will defy logistics transportation rate drop -Prologis CEO
Warehouse rents will continue to rise even as other supply-chain costs tumble from pandemic highs, the CEO of the world’s largest warehouse landlord told Reuters on Tuesday. Lease prices have proven far more resilient than air, ship, truck and train transportation rates which have dropped sharply due to the consumer spending shift from goods to services, inflation and higher borrowing costs…
Why NYX Capital Sold Its $310M Self-storage Portfolio: President and CEO Yashar Fatehi Cites Economy, Market Conditions for Timing of Sale
After making Canada’s largest self-storage portfolio sale thus far in 2023, the CEO of NYX Capital Corp. says his company is not completely exiting the sector. NYX, a Toronto-based private equity real estate investment firm with over $1 billion assets under management, sold its $310-million self-storage portfolio last month. The income-producing properties were sold to Ladera Ranch, Calif.-based SmartStop Self Storage REIT – a $300-million acquisition of eight Ontario properties.
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