Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Webinars: Keeping Advisors Informed and Alts-Smart
Keeping advisors up to date on industry trends and innovations is a core part of Blue Vault’s mission to expand understanding of alternative investments.
Gladstone Alternative Income Fund Announces Increase in Monthly Cash Distribution for December 2025
The distributions will be paid on December 31, 2025, for DRIP participants and January 2, 2026, for non-DRIP participants.
John Hancock Closed-End Funds Declare Quarterly Distributions
Manulife John Hancock Investments serve investors through a unique multimanager approach, complementing our extensive in-house capabilities with an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry.
Blue Vault Begins Publishing Q3 2025 Nontraded REIT & BDC Performance Reports
Nineteen Q2 2025 Nontraded BDC reports are now available for members. Track BDC performance with Blue Vault’s Individual Performance Pages.
Recent News
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
Answer: Founded in 2007, Investment Management firm, HPS Investment Partners, manages $149 billion in assets, including 126 billion of private credit. Their BDC, HPS...
Blue Vault Publishes Q4 2024 Nontraded REIT Industry Review
Blue Vault has published its Q4 2024 Nontraded REIT Industry Review. In addition to individual performance pages (IPPs), the full review contains summaries of nontraded REIT...
Broker-Dealers: The Alts Ecosystem’s Salesforce
Johnathan Rickman | Blue Vault You’re a wealth advisor who’s new to alts. You and your client have researched an investment opportunity and are prepared to move forward. So,...
Blue Vault’s Publishes New Interval Fund and Tender Offer Fund Performance Reports
Blue Vault published new Individual Performance Pages (IPPs) for these Interval Funds and Tender Offer Funds : Interval Funds Angel Oak Strategic Credit Fund 2025-01-31 ARK...
Blue Vault Publishes Q4 2024 Full Nontraded BDC Industry Review
Blue Vault published its Q4 2024 Full Nontraded BDC Industry Review covering the following nontraded Business Development Companies (BDCs): AB Private Lending Fund Q4 2024...
Ken Carpenter Promoted to President of Madison Capital Group
Madison Capital Group Madison Capital Group Holdings, LLC, a vertically integrated real estate investment and development firm, has promoted Ken Carpenter to President. He...
More articles…
Unraveling the Mystery of Peakstone Realty Trust
How did a nontraded REIT with a net asset value per share as of June of 2022 at $7.42 and $9.03 in 2021, do a reverse stock split creating one share…
Blackstone to Present at Bernstein’s 39th Annual Strategic Decisions Conference
Blackstone (NYSE:BX) announced today that Jon Gray, President and Chief Operating Officer, is scheduled to present at Bernstein’s 39th…
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…









