Professional SErvices News
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Cove Capital Investments, LLC Acquires 19 building Small Bay Industrial Property for Its Ponder Small Bay Industrial 101 DST
Cove Capital has acquired another Texas small bay industrial asset for its Cove Ponder Small Bay Industrial 101 DST offering.
Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
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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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How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021?
How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021? Answer: Nontraded REIT programs raised $5.29 billion in Q4 2022, down from the $12.47 billion raised in Q4 2021. (includes DRP...
Private Credit Funds: Challenges and Opportunities
Private Credit Funds: Challenges and Opportunities May 16, 2023 | SS&C Changes in the mainstream lending landscape and the market’s less volatile nature drive more fund managers toward the private credit space. Preqin recently estimated the market’s...
Poll: Biggest Challenge to Investing in Alts
Daniil Shapiro (Cerulli Associates) analyzes the results of a poll taken during the webinar, Integrating Alternative Investments into Your Practice…
Luke Schmidt: Education is Key
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the importance of ongoing alts education for advisors…
Daniil Shapiro: Defining Alts
Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar…
Kimberly Flynn: The Growth of Interval Funds
Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue Vault Alts Angle video.
Marketing Intent: Marketing That Helps Bring Capital In The Door
Marketing Intent: Marketing That Helps Bring Capital In The Door May 15, 2023 | Marketing Intent If you’re not doing marketing that’s helping bring capital in the door, why are you doing it? THE REALITY IS THAT THERE’S A LOT OF MARKETING DONE IN OUR INDUSTRY THAT JUST...
Sternlicht’s Starwood Real Estate Income Trust Shakes Up Its Leadership
Barry Sternlicht’s nontraded real estate investment trust, facing redemption calls from its shareholders in a tough commercial property…
Increased Dividend for Capital Square Apartment REIT
Capital Square Apartment REIT announced that its board of directors has authorized a daily distribution rate of $0.00138 per day per share…
Real Estate Private Investment Alts Navigate Choppy Waters
Non-traded REITs and other private real estate investment alternatives have slammed headlong into some significant market challenges…
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