Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CIM Group Closes $154 Million in Hotel Loans on Three Properties Continuing Hospitality Industry Focus
These significant loans are representative of CIM Group’s ongoing focus on the hospitality industry which includes select-service and extended stay properties in addition to the full-service sector.
Nontraded BDC Fundraising Falls, Returns Rally in Q4 2025
Of all 22 open nontraded BDCs tracked by Blue Vault, 10 reported distributions exceeding the average of 9.15%.
What Working With 50+ Alternative Investment Firms has Taught Us About Marketing Bottlenecks
The firms that gain the most ground are usually the ones that improve how work moves—how it is requested, reviewed, tracked, and approved.
Blue Vault Published First 8 Q1 2026 Nontraded REIT Performance Reports
Blue Vault will publish forty Nontraded REIT Individual Performance Pages for Q1 2026.
Recent News
Austin: Cottonwood Group Backs BillionToOne Expansion with $105M Construction Loan
Cottonwood Group Cottonwood Group, a private equity real estate investment firm, has closed a $105 million senior construction loan to support the development of a...
CIM Real Assets & Credit Fund Announces Monthly Dividends
CIM Group CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Trustees has declared monthly cash dividends of $0.147 per share of...
J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Imagine you just made an investment – and it lost value overnight. Most...
Blue Vault’s Latest Research Update
Blue Vault added several new member-only Individual Performance Reports to its website. Here is the full list, including some first-time reports noted in orange font:...
Why Social Media Delivers Even When Engagement Looks Invisible
Marketing Intent There’s a curious paradox about social media in the world of alternative investments. You post, you wait, you refresh the screen and nothing. No likes, no...
At the end of Q2, which nontraded BDC offerings had the highest distribution yields across share classes?
Answer: BlackRock Private Credit Fund and PGIM Private Credit Fund had the highest distribution yields across share classes for nontraded BDCs in the second quarter of 2025:...
More articles…
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault’s semi-annual interval fund individual performance pages.
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).
Peachtree Group Strengthens Its Capital Markets Team with Key Appointments
Peachtree Group has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC Investors (“PPCI”), with the appointment of industry veteran Brian Cho…
Q1 2023 Published Reports as of June 22
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 22 Nontraded REIT (newly published performance reports are in bold font) American Healthcare REIT Q1 2023 Apollo Realty Income Solutions Q1 2023 (limited operations) Ares Industrial Real Estate...
Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023?
Blue Vault’s comprehensive alternative investment database is a treasure trove of information.
Peakstone Realty Trust Shares Log Big Gains in Week Ended June 16
Share prices for US equity real estate investment trusts rose alongside the broader market during the week ended June 16. The Dow Jones Equity All REIT index finished the week up 1.25%, while the Dow Jones Industrial Average was up 1.25% and the S&P 500 climbed 2.58%. By property sector, the Dow Jones US Real Estate Industrial index recorded the largest increase, up 2.54%. The apartment and retail indexes followed, each up 0.99%…
Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin talks about events in 2022 that pose a challenge for alternative investments in 2023.
Seeing the Effects of Higher Interest Rates on Housing Supply
Fewer builders are starting new homes amid high prices for materials and loans, and the trends are threatening housing shortages. The Fed is fighting inflation today at the cost of boosting inflation in the future. High interest rates hurt construction because they make it more expensive for developers to build…
US Homebuilder Sentiment Increases to Almost One-Year High
US homebuilder sentiment advanced in June to an 11-month high as a limited supply of existing homes continued to spark interest in new construction…










