Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Stay informed about alts
Subscribe to our free emails
Recent News
Of the 76 interval funds currently covered by Blue Vault, how many different fiscal year-end dates are there?
Answer: There are 10 different fiscal year-end dates among the 76 interval funds covered by Blue Vault. No interval funds covered by Blue Vault use August 31 or November 30...
Blue Vault Q4 2024 NTR Research Report Update
Blue Vault began publishing new research reports covering non-traded REIT (NTR) offerings. These pages provide expanded insights into the latest performance metrics,...
Blue Vault Begins Publishing New Q4 2024 NTR Research Pages
Blue Vault began publishing new research reports covering non-traded REIT (NTR) offerings. These pages provide expanded insights into the latest performance metrics,...
Eagle Point Credit Company Inc. Increases Offering Amount of 7.00% Convertible Perpetual Preferred Stock to $200 Million
BusinessWire | Eagle Point Credit Management Eagle Point Credit Company Inc. (the “Company”) (NYSE: ECC) announced it has increased the continuous public offering of its...
Eye on Alts: April 22, 2025
Welcome to another edition of Eye on Alts for advisors! Top Story: White House QOZ Outlook AltsWire is covering a new White House Council of Economic Advisers report (PDF)...
Wealthtech Key to Advisor Shortage Pickle: Reports
Johnathan Rickman | Blue Vault RIAs and advisory firms that incorporate wealthtech into their operations will be better prepared to address a coming shortfall in the...
More articles…
Brian King: RIAs as an Active Buyer Group
In this clip from Inside the V(ALT), Brian King from LODAS explains how RIAs are utilizing his firm…
Brian King: What is LODAS?
In this clip from Inside the V(ALT), Brian King from LODAS explains what they do….
Brian King: Alternative Trading System
In this clip from the (V)ALT, Brian King from LODAS explains what an alternative trading system is and how it is used in his firm…
Gladstone Land Announces First Quarter 2023 Results
Net income for the quarter was approximately $1.8 million, compared to approximately $1.2 million in the prior-year quarter.
Jim Sprow and Luke Schmidt: 2022 Alts Update
In this clip from the Blue Vault Alts Angle, James Sprow (Senior VP, Research for Blue Vault) and Luke Schmidt…
Jim Sprow: The Mystery of Peakstone Realty Trust
In this video clip, Jim Sprow (Senior VP, Research for Blue Vault) sheds light on a strange phenomenon going on with Peakstone Realty Trust…
ExchangeRight Income Fund to Become SEC Reporting Company
ExchangeRight Income Fund, doing business as ExchangeRight Essential Income REIT, is a self-administered real estate company, formed on January 11, 2019, focusing on investing in single-tenant, primarily investment-grade net-leased real estate.
2023 midyear commercial real estate outlook
Economic uncertainty remains high for commercial real estate through the rest of 2023. There are plenty of big questions—including…
A Year Like No Other in Commercial Real Estate Finance
Last year started off with a bang. Riding high on a record year for most, lenders rang in 2022…
Real Estate Debt Funds Step in to Fill a Financing Void
Commercial real estate debt funds that thrive on disruption in capital markets are finding plenty of opportunities in the…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
