Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Fine-Tuning Your Plan for 2026
Instead of trying to map out an entire year in detail, consider breaking your plan into quarterly segments.
SEI Appoints Jeff Benfield as Chief Product Officer
Centralized product development accelerates enterprise innovation and delivery.
Based on the nontraded BDCs tracked by Blue Vault, how much public capital did the nontraded BDC industry raise in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Inland ALT REIT Announces Additions to Its Board of Directors
IPC Alternative Real Estate Income Trust, Inc. is a public, non-listed, monthly-valued, perpetual-life real estate investment trust focused on alternative sectors.
Recent News
Tender Offer Funds See Strong Capital Raise, Private Equity Push in Late 2024
Johnathan Rickman | Blue Vault The universe of tender offer funds tracked by Blue Vault raised $8.63 billion in the second half of 2024, with the five largest fundraisers...
Inside the Vault: An Exclusive Look at Individual Performance
Johnathan Rickman | Blue Vault For the last 15 years, Blue Vault has helped wealth advisors navigate the alts space with clarity and confidence by gathering and reporting on...
ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight ExchangeRight Managing Partner Joshua Ungerecht is featured in the June issue of Real Assets Adviser with a new article, “How necessity-based real estate...
Blue Vault Q1 2025 Full Nontraded BDC Industry Review is Published
The Q1 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The full review looks at industry statistics such as total assets, historical...
Blue Vault Nontraded REIT Q1 2025 Page Update 6-5-2025
Blue Vault will publish 38 NTR Individual Performance Reports (IPPs) for Q1 2025. Thirty-seven IPPs and the Limited Operations page are currently available (newly published...
Blackstone REIT has dominated the nontraded REIT sector in capital raising ($902.2 million in the fourth quarter of 2024) ever since it was introduced in late 2016. Which firm is currently second?
Answer: Apollo Reality Income Solutions, Inc. at $140.6 million in the fourth quarter of 2024. Discover...
More articles…
Will Office Occupancies Ever Return to Pre-Pandemic Levels? [Subscriber Exclusive]
“Many employers are eager for pre-pandemic, in-office operations to resume, but many workers remain reluctant to return…
US Hotel Occupancy Rates Up in Week Ended March 11
U.S. hotel industry metrics improved during the week ended March 11, boosted by spring break travelers, according to STR, which tracks…
Amid U.S. Banking Crisis, CRE Has Interest Rate Hikes Top Of Mind
The dust hasn’t yet settled from the implosions of Silicon Valley Bank and Signature Bank, but that hasn’t obscured…
Blackstone’s BREIT Records Its Biggest Advance in 6 Months
Blackstone Real Estate Income Trust Inc., the Blackstone Inc. fund for affluent individual investors, reported its biggest monthly…
A volatile and unpredictable market
A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was sub 2%, the consumer price index (CPI) year-over-year had steadily been climbing (7.9% in Feb....
Notes from the CEO: Perspective on the recent banking industry news
Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and specifically developments related to the failures of Silicon Valley Bank (SVB) and Signature Bank....
SmartStop Self Storage Wins Reputation’s 800 Award for Second Consecutive Year
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company…
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the highest standard deviation of monthly total returns from January 2021 thru November 2022, at...
US REIT direct exposure to Silicon Valley Bank fairly limited
U.S. equity real estate investment trusts have little direct exposure to Silicon Valley Bank, the second-largest bank failure…
Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio
At KKR we still firmly believe that we have entered a different macroeconomic regime for investing, where the traditional…









