Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Evolution of an Asset Class: The Case for CLO BB Debt Today
The coming of age of CLO BB debt signals not just a change in perception, but a redefinition of risk, return, and opportunity in this corner of the structured credit markets.
Bluerock Private Real Estate Fund Announces a Switch to Monthly Distributions and an Increased Distribution Rate
BPRE is the only listed closed-end fund offering dedicated access to private institutional real estate – an asset class traditionally accessible only to large institutions and ultra-high-net-worth investors.
The Advisor Journey: From Curiosity to Commitment
In the alts space, where opportunity and complexity intersect, influencing an advisor’s decision is both an art and a science.
GSREIT Now Available on iCapital Marketplace
Partnership expands access to private multifamily real estate strategy for wealth advisors and their clients.
Recent News
Welcome, Engage, Grow: How Welcome Campaigns Drive Enduring Advisor Relationships
Marketing Intent Picture this: After months of effort, an advisor finally decides to bring your fund to their clients. It’s a big milestone—but it’s not the finish line. If...
Vistra strengthens U.S. Fund Solutions team with strategic hires, signaling continued growth and investment in North America
Vistra Vistra, a leading global provider of essential business services, today announced three new VP appointments to its U.S. Funds Solutions team – Alex McGillivary, Ira...
Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Answer: In the first quarter of 2025, Blue Owl Technology Income Corp. had the highest redemption rate at 3.28%. Discover...
Tender Offer Funds See Strong Capital Raise, Private Equity Push in Late 2024
Johnathan Rickman | Blue Vault The universe of tender offer funds tracked by Blue Vault raised $8.63 billion in the second half of 2024, with the five largest fundraisers...
Inside the Vault: An Exclusive Look at Individual Performance
Johnathan Rickman | Blue Vault For the last 15 years, Blue Vault has helped wealth advisors navigate the alts space with clarity and confidence by gathering and reporting on...
ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight ExchangeRight Managing Partner Joshua Ungerecht is featured in the June issue of Real Assets Adviser with a new article, “How necessity-based real estate...
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Q1 2023 Nontraded REIT Published Pages as of June 6
Q1 2023 Nontraded REIT Published Pages as of June 6 The following individual performance pages are published and available to Blue Vault subscribers: Nontraded REIT (newly published performance reports are in bold font) –Ares Industrial Real Estate Income Trust...
Loan market braced for rush to Libor finish line
About half of the $1.4tn US junk loan market is still shackled to Libor just 30 days before the rate is set to expire, with meagre…
Fed’s Beige Book Says CRE Activity Down with Office a Particular Weak Spot
The May Beige Book from the Federal Reserve says that overall economic activity was little changed overall in April and early in May…
Blackstone Real Estate Fund Facing Substantial Redemption Requests
Blackstone’s retail real estate fund, valued at $69 billion, experienced a seventh consecutive month of limited investor…
Houston REIT turning entire 7M sf portfolio into self-storage
Silver Star Properties is making significant changes to its investment strategy, repositioning its portfolio of office, retail and industrial holdings into self-storage…
Nontraded REITs: First Group of Q1 2023 Pages Now Published
First Group of Q1 2023 Nontraded REIT Pages Now Published The following NTR individual performance pages are newly published and available to Blue Vault subscribers: Nontraded REIT Blue Vault subscribers may log in to access The Vault. If you are not a subscriber,...
Blackstone Completes Acquisition of Majority Stake of Copeland, Formerly Emerson Climate Technologies
Blackstone (NYSE: BX) and Emerson (NYSE: EMR) today announced that private equity funds managed by Blackstone (“Blackstone”) have completed…
Which Interval Fund reported sales of $113.3 million in March and $51.6 million in April, the most of any Interval Fund that reported sales to Blue Vault for those months?
Which Interval Fund reported sales of $113.3 million in March and $51.6 million in April, the most of any Interval Fund that reported sales to Blue Vault for those months? Answer: Bluerock Total Income+ Real Estate Fund reported sales of $113.3 million in March and...
Warren Thomas: ExchangeRight Fund to Become an SEC Reporting Company
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Allianz Guaranteed Income Product Will Be Available with SS&C
Allianz Guaranteed Income Product Will Be Available with SS&C May 24, 2023 | SS&C SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it will be adding a guaranteed income product for defined contribution plans from Allianz Life Insurance...











