Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Inland Investments Expands Advisor Support Through SEI Access Platform
Since inception, Inland Investments and its affiliates have completed 661 real estate investment programs serving more than 490,000 investors across all commercial real estate sectors.
Based on the open and active nontraded BDCs tracked by Blue Vault, which offering had the highest, or least optimal, YTD 2025 net investment income payout ratio as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Comparing Alts 1.0 to Alts 2.0
In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
The distribution is in addition to the current monthly tax-efficient annualized return, which is anchored in the performance and growth of the Essential Income REIT’s $1.3 billion portfolio of properties.
Recent News
Capitalizing on Data Center Expansion: The Evolving Risk Profile
CIM Group Data centers are in the midst of a build boom supercharged by demand for technologies such as artificial intelligence (“AI”) and 5G cellular, which are driving the...
Five Questions with Nate Oltmans: Purpose and Intentionality
In this Q&A, Nate Oltmans, Partner and Director of Advisors at Cornerstone Wealth Management, shares insights he’s learned about purpose and intentionality. What do you...
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Note: This story was first published by Connect Money on February 21, 2025. Johnathan Rickman | Blue Vault While further interest rate cuts may be anticipated later this...
What percentage of nontraded BDC public capital raise came from Blackstone Private Credit Fund in the third quarter of 2024?
Answer: Blackstone Private Credit Fund raised a total of $1.93 billion in public capital in the third quarter of 2024, approximately 26.0% of the industry total. Blue Owl...
Record growth: Interval funds emerge as key players in alternative investments
Manal Ali | InvestmentNews For years, interval funds sat quietly on the periphery amidst the alternative investment space, a niche product known to few and used by even...
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
Note: This story was first published by Connect Money on February 14, 2025. Johnathan Rickman | Blue Vault As women are projected to manage trillions of dollars over the...
More articles…
How many continuously offered nontraded REITs had annualized distribution yields above 5.00% as of February 2023?
How many continuously offered nontraded REITs had annualized distribution yields above 5.00% as of February 2023? Answer: Eight NAV REITs (continuously offered nontraded REITs) had annualized distribution yields greater than 5.00% in February 2023. They were led by FS...
Reported Capital Raise by NTRs Fall to Lowest Level Since February 2021
The sale of shares by continuously-offered nontraded REITs at $140.7 million was at its lowest monthly total since February 2021…
ExchangeRight Confirms No Exposure to Any Failed Banks
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced…
US Hotel Metrics Improve in Week Ended March 18
US hotel metrics were up during the week ended March 18, thanks in large part to spring break travelers, according to STR…
CIM Group Closes Another Land Acquisition from West Angeles Church on Crenshaw Boulevard, Plans Mixed-Use Residential and Retail Development
The property is centrally located in Los Angeles and part of the historic West Adams neighborhood which offers dining, entertainment and community-serving retail and services.
ExchangeRight’s Warren Thomas Keynotes Blue Vault Summit
Warren Thomas, a co-founder and managing partner of ExchangeRight, a sponsor of REIT, fund, and 1031 DST portfolios delivered a keynote presentation at the 2023 Blue Vault Bowman Summit in Atlanta Tuesday morning, March 7.
NAV REITs Report Improving Monthly Total Returns for February
While the median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was slightly negative…
Gladstone Land Provides Update On California Flooding
As a result of the flooding, one of the Company’s farms suffered damage to certain of its structures.
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors
J.P. Morgan (NYSE: JPM) announced today that it has entered into a definitive agreement to acquire Aumni, a leading provider of investment analytics…
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023?
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023? Answer: Blackstone Real Estate Income Trust posted a total return in February of...











