Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Nontraded BDC Redemption Requests Ease but Remain Above Quarterly Limits
Redemption requests among perpetual-life nontraded BDCs averaged 9.8% in the third quarter of 2026, according to reported Fitch Ratings findings. The elevated requests highlight ongoing liquidity considerations for financial advisors.
ExchangeRight REIT Expands Portfolio Through Sponsor DST Transactions
ExchangeRight Essential Income REIT has reportedly acquired two additional sponsor DST portfolios using operating partnership units. Blue Vault examines what these transactions mean for evaluating DST exit strategies.
11 DST Sponsors Providing Historical Performance Data
Blue Vault’s updated October 15 DST datasets identify 11 sponsors represented in historical performance records, including 485 closed-program and 334 full-cycle records. See what changed and why historical transparency matters for advisor due diligence.
CAZ Launches a Growth-Focused GP Stakes Interval Fund
CAZ’s new GP Stakes Growth Fund adds a growth-focused approach alongside its income fund. Blue Vault explains why the launch, investment exposure, and liquidity terms deserve attention.
Recent News
Now on SEI Access™: ExchangeRight’s Essential Income REIT and REIT Fast-Track DSTs
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced that its Essential Income REIT and REIT...
Before You Use a DST: What Do You Know About the Sponsor?
Most DST due diligence starts with the offering in front of the advisor: the property, projected distribution, leverage, tenants and exit strategy. Those factors matter. But...
How a $1 Billion Joint Venture Can Help a Nontraded REIT Unlock Capital Without Selling the Portfolio
Starwood Real Estate Income Trust has found another way to generate capital from its real estate portfolio without selling the properties outright. The nontraded REIT formed...
HPS Corporate Lending Fund Receives Repurchase Requests for 11.5% of Outstanding Shares
HPS Corporate Lending Fund received third-quarter repurchase requests representing approximately 11.5% of its shares outstanding as of June 30, exceeding the nontraded BDC’s...
InPoint Cuts Monthly Distribution by 75% and Plans Strategic Review
InPoint Commercial Real Estate Income, Inc. has reduced its gross monthly common-stock distribution from $0.1042 to $0.026 per share, a decrease of approximately 75%. The...
Inland Acquires Class A Self-Storage Facility in Joliet, Illinois
The Inland Real Estate Group Inland Real Estate Acquisitions, LLC (“Inland Acquisitions”) announced today that it negotiated and closed the purchase of an 859-unit, Class A...
More articles…
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.
Blue Vault Begins Publishing Q1 2026 Nontraded BDC Performance Reports
Blue Vault will publish twenty-four Nontraded BDC Individual Performance Pages for Q1 2026.
AllianceBernstein, Brookfield, and Carlyle Unveil Turnkey Private-Markets Solution for Defined Contribution Plans
The solution will dynamically adjust private asset allocations across private credit, private real assets and private equity, depending on a participant’s stage in their retirement-savings journey.
Industrial Leasing Activity Returns to Fundamentals as Texas Markets Stand Out
Sealy & Company remains focused on infrastructure-connected industrial assets across key Texas markets.
SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)
SEI’s first fixed income ETF expands platform beyond equities and liquid alternatives.
ExchangeRight’s Essential Income 6 DST Fully Subscribed as Investor Demand for Expedited 721 REIT Access Continues
Essential Income 6 DST is a closed offering and is not accepting new investors.
Bluerock Private Real Estate Fund Announces Distribution Increase to 7% on NAV for June 2026, Marking Fourth Distribution Increase Since Listing
The move marks the fourth distribution increase since the Fund listed on the New York Stock Exchange in December 2025.
Nontraded REIT Fundraising Rebounds in Q4 2025
Redemption gating has been an ongoing industry trend over the past several quarters, but a turnaround appears to be taking shape.











