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Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
Many DST investors chose to retain this high-performing property and obtain other REIT benefits by participating in the UPREIT transaction.
Tender Offer Fund Assets, Fundraising on the Rise in 2025
The tender offer fund industry had $100.7 billion in assets under management as of October 31, 2025.
CIM Group White Paper: Out of Distress Comes Opportunity: The Return to Office Credit
The U.S. office market is signaling a recovery — and expanded opportunities for investors.
Based on the offerings tracked by Blue Vault and most recent filings, what was the tender offer fund industry’s total AUM year-to-date through October 31, 2025?
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Recent News
ExchangeRight Fully Subscribes $62 Million Net-Leased Portfolio 69 DST, Expanding Essential Income REIT Pipeline
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased Portfolio 69 DST, reflecting continued demand for the company’s historically...
Blue Vault’s performance data includes coverage of 12 private equity-focused interval funds. Which fund had the highest distribution rate as of March 31, 2025, based on our data?
Answer: As of March 31, 2025, Cliffwater’s Cascade Private Capital Fund had the highest distribution rate of 6.12%, based on Blue Vault’s coverage of private equity-focused...
Upcoming Q2 2025 Filing Deadlines
The upcoming SEC filing deadlines for the period ending June 30, 2025, are: • Nontraded REITs and Nontraded BDCs must file their reports by Wednesday, August 14, 2025. •...
Alts Marketing: Mistakes Are Costly
Marketing Intent Alts marketing isn’t just about refined brochures or highly designed websites, it’s about trust, credibility, and making sure your story is being told in...
Gladstone Alternative Income Fund Announces Increase in Monthly Cash Distribution for August 2025
Gladstone Gladstone Alternative Income Fund (“Gladstone Alternative” or the “Fund”) announced today that its board of trustees declared monthly cash...
GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
SEI SEI® (NASDAQ:SEIC) today announced that GQG Partners (GQG) has selected the Advisors’ Inner Circle Fund® (AIC) series trust as its operational platform to launch its...
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Ashford Securities Announces $500 Million In Capital Raised Since 2021
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), is pleased to announce that it has reached a milestone of $500 million, including $42.1 million from institutions, in capital raised in less than two years of serving investors via the independent broker-dealer and RIA distribution channels.
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an essential part of investor relations. The ease and speed with which an investor is brought into a...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
In New York and London, owners of gleaming office towers are walking away from their debt rather than pouring good money after bad. The landlords of downtown San Francisco’s largest mall have abandoned it. A new Hong Kong skyscraper is only a quarter leased…
Silicon Valley, Calif., Office Vacancy Surging
Vacant office space is piling up in California’s Silicon Valley as technology companies reassess their workspace needs, The Wall Street Journal reported. Office vacancies in San Jose, Palo Alto and Sunnyvale rose to 17% in June…
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors. The Purpose of...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant documents. Private...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a registered mutual fund–such as an interval fund, tender fund, or a daily NAV fund— the topic of...
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit
The long-anticipated wave of distressed CRE assets is closer to realization, with total distressed assets coming in at $64B during Q1 2023, Bloomberg reports, citing a new report by MSCI Real Assets…
Owl Rock Capital Corporation Announces Upcoming Name and Ticker Change to Blue Owl Capital Corporation
Owl Rock Capital Corporation (NYSE: ORCC, or the “Company”) today announced that it will soon be changing its name, ticker, and website. The Company’s board of directors has already approved these changes and no shareholder vote is required…
California Self Storage Operator Vaults to Fifth Largest Player in Canada
California-based SmartStop Self Storage REIT is expanding in Canada’s largest city, adding eight facilities in the greater Toronto area for $CA300 million…
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