Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Private Credit Performance Belies Media, Investor Qualms
As we dig deeper into Blue Vault data, we uncover findings that add important context to the industry’s strong performance.
Are Your Alternative Investment Marketing Materials Confusing Your Sales Team?
Clean, compliant, and current alternative investment marketing materials support stronger conversations, smoother audits, and better alignment between marketing and sales.
How to Manage 50+ Conferences a Year Without Losing Control
Managing 50+ conferences a year is possible, but only if the process is structured enough to support that volume.
Bluerock Private Real Estate Fund Announces Distribution Increase for May 2026, Marking Third Distribution Increase Since Listing
BPRE to host May 18th investor webinar with progress update on its strategic capital rotation plan.
Recent News
Peachtree Group Expands Hotel Management Portfolio with Six New Properties
Peachtree Group Peachtree Group’s (“Peachtree”) hospitality management division has added six new hotels to its growing third-party management platform, underscoring the...
Brookfield and Angel Oak Complete Strategic Partnership Transaction
Brookfield Brookfield and Angel Oak Companies (“Angel Oak”), a leading asset manager specializing in innovative mortgage and consumer products, today announced the closing...
SEI Announces Strategic Partnership with Graphene
SEI SEI® (NASDAQ:SEIC) today announced a strategic partnership between SEI Investments (Europe) Limited (SIEL) and Graphene, a U.K.-based Infrastructure-as-a-Service...
Demand for Private Real Estate Indexing Surges as Advisers Seek Diversification Amid High Equity Market Valuations
Accordant With equity markets trading at historically high valuations and inflationary pressures weighing on investors, financial advisers are increasingly turning to...
Based on the offerings that Blue Vault tracks, what was the median debt ratio for all open nontraded REITs in the second quarter of 2025?
Answer: The median debt ratio for all open nontraded REITs tracked by Blue Vault in Q2 2025 was 41%, down from 47% in the previous quarter and down from 48% in both the last...
Greenwood Star Acquires Two New Multifamily Communities for GSREIT Near Atlanta
Greenwood Star Greenwood Star Holdings (“Greenwood Star”), a vertically integrated real estate company specializing in the acquisition, management, and...
More articles…
Overall QOF Equity Bounces Back in Second Quarter, but Far Behind 2022 Numbers
Qualified opportunity funds (QOFs) tracked by Novogradac reported raising $2.01 billion in equity over the first six months of 2023, including $1.33 billion during the second quarter of the year. Equity reported by QOFs tracked by Novogradac reached a cumulative $36.10 billion as of June 30, 2023. Novogradac is tracking 1,731 QOFs, of which 1,330 report a specific amount raised…
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault Minute.
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault Minute.
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alternative investments to their practice for the first time? Find out in this Blue Vault Minute.
Of the eighteen nontraded BDCs covered by Blue Vault, how many reported a total return greater than 3% in the first quarter of 2023?
The number of nontraded BDCs…
Nontraded REITs Don’t Own Floundering Enclosed Mall Assets
Using Blue Vault’s exclusive database, we looked at the properties held by nontraded REITs as of March 31, 2023, to see if those assets could be categorized as “older, low-end malls”…
WiserAdvisor announces the successful acquisition of Indyfin
WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform August 2, 2023 | Wiser Advisor Today, WiserAdvisor, a leading investor referral generation platform for...
Chad Clark: Know Who Is Responsible
In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its practice.
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom
Blackstone’s $68 billion flagship property fund is selling assets and preparing to spend billions on data centers. The Financial Times reports that the Blackstone Real Estate Income Trust, or Breit, plans to pump $8bn into building new data centers through its asset QTS Data Centers, as it predicts a surge in artificial intelligence workloads…
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals
Fundraising shot back up in June for nontraded REITs after a moribund start to 2023, but the money raised was still far less than investors pulled out of the alternative investment vehicles, according to a new report….










