Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Recent News
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault published new Q4 2024 Individual Performance Pages (IPPs) covering the following nontraded Business Development Companies (BDCs): Apollo Debt Solutions BDC Q4...
Eye on Alts: April 15
Welcome to Eye on Alts! Get up to speed with quick reads on industry happenings related to interval funds, BDCs, wealthtech, and more. Top Story: A New Index One of the...
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
Johnathan Rickman | Blue Vault Artificial intelligence (AI) is impacting every industry under the sun, wealth management and investments included. The transformative...
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
CAIS As financial advisors increasingly adopt defined-outcome strategies to capture market opportunities, manage risk, and meet client goals, CAIS, the leading alternative...
Weekly Alts News Roundup: April 8, 2025
Welcome to another edition of the Weekly Alts News Roundup! Get up to speed with quick reads on industry happenings: new offerings, regulation, technology, and more. Top...
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
As a financial services entrepreneur, Mat Dellorso was bullish on alternative investments but knew what a bear they were to process. After cofounding the Richmond, VA-based...
More articles…
US Retail Availability Hits New Low in Q1
The availability of retail properties in the US fell to a 4.8% record low in the first quarter, CBRE Group Inc. said in a report…
Short Sellers Ramp Up Their Bets Against Commercial Mortgage REITs
Investors specializing in short selling, or betting against a stock, are flocking to mortgage REITs, in anticipation of further defaults…
Highlands REIT Sets Rewards for Top Management
Highlands REIT came into existence in April 2016 as InvenTrust Properties Corp., (fka Inland American Real Estate Trust), spun-off…
Zero-Click Content
Zero-Click Content May 1, 2023 | Marketing Intent If something says, “Read Here,” are you apt to click? Or does that call to action make you feel inconvenienced or bored and you move on? LET’S DISCUSS ZERO-CLICK CONTENT, AN EMERGING TREND IN MARKETING THAT REQUIRES –...
Expect more from a full-service alternative investment transfer agent
Expect more from a full-service alternative investment transfer agent May 1, 2023 | Computershare Growing your alternative investment portfolio is challenging – there are risks everywhere. Managing complex stakeholder engagement and mitigating risk across board...
ExchangeRight Income Fund Files Form 10 to Become SEC Reporting Company
ExchangeRight Income Fund, d/b/a ExchangeRight Essential Income REIT (the “Company”), a self-administered real estate company…
JLL Income Property Trust Buys Louisville Logistics Center for $82M
JLL Income Property Trust has acquired Louisville Logistics Center, a one-million square foot, newly constructed industrial…
US Hotel Metrics Rise in Week Ended April 22
US hotel performance was up week over week during the week ended April 22, according to STR, which tracks the hospitality industry…
Automation is critical to modernizing the loan market
Automation is critical to modernizing the loan market April 27, 2023 | Steve Sulecki | SS&C With institutional investors allocating to debt funds in growing numbers, it’s not surprising private equity and hedge fund managers are interested in diversifying...
Self-Storage Assets as a Recession Resistant CRE Sector
Self-storage is a commercial real estate sector that has attractive qualities for investors. Self-storage facilities have very low expenses…











