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Based on the offerings tracked by Blue Vault and most recent filings, what was the tender offer fund industry’s total AUM year-to-date through October 31, 2025?
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Essential Income REIT Sweeps Blue Vault’s Top Q3 2025 Performance Ratings
The Essential Income REIT also reported an increase in NAV per share to $27.30 in Q3 2025.
Priority Income Fund Announces Redemption of $19.5 Million of its 6.000% Series J Term Preferred Stock Due 2028
The redemption date will be February 25, 2026.
Blue Vault Interval and Tender Offer Fund Update
Blue Vault publishes performance reports for nine new funds. Let us serve your alts data needs in 2026!
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Recent News
How many new nontraded REIT offerings were introduced in 2024?
Answer: Zero. 2024 was the first year on record to lack the introduction of a single new nontraded REIT. Discover...
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
Johnathan Rickman | Blue Vault With market volatility making it more difficult for banks to justify lending, small- and mid-size companies are increasingly turning to...
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the launch of new Class D shares for its Essential...
2025 CAIS Alternative Asset Manager Survey Report
CAIS Independent wealth management has moved from the periphery to a strategic priority for alternative asset managers. In our inaugural 2025 CAIS Alternative Asset...
Blue Vault Q1 2025 Full Nontraded REIT Industry Review is Published
The Q1 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. In additional to 38 Individual Performance Pages (IPPs), the full review looks...
In the first quarter of 2025, what was the nontraded BDC industry’s average distribution yield?
Answer: The nontraded BDC industry had an average distribution yield of 8.77% in Q1 2025. Discover...
More articles…
It’s Time to Seriously Consider a Documentation Management Tool
It’s Time to Seriously Consider a Documentation Management Tool February 22, 2023 | Debbie Miller | Docupace Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In...
‘Everything Is Frozen’: CMBS Bond Volume Falls By 85%
The issuance of commercial mortgage bonds has taken a sizable hit as buyers and lenders react to the fallout…
Welton Investment Partners Announces Partnership With iCapital®
Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the alternative investment manager focused on...
When Might “Golden Vintages” Appear in Private Markets?
When Might “Golden Vintages” Appear in Private Markets? January 24, 2023 | CAIS In our previous analysis, we found that private equity funds that deployed capital in relatively lower valuation environments and recessionary environments tended to outperform those...
Creating A Powerful Fact Sheet
Creating A Powerful Fact Sheet February 22, 2023 | Marketing Intent If you’ve seen one fact sheet, you’ve seen them all. Stats are crammed in and there’s no white space. That poor fact sheet is trying to fit every little bit of information about your product into one...
Ashford Securities Announces Closing Of First Investment Offering Placing $460 Million
“We look forward to building on the success of the Braemar offering and raising capital for Ashford Hospitality Trust, Inc. (NYSE: AHT) through the issuance of its Series J & K Redeemable Preferred Stock Offering.”
Advisor, Kevin Best: Looking Forward to Networking with Other Advisors at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) says that he will be looking forward to networking with his fellow…
Advisor, Kevin Best: Finding New Ways to Incorporate Alts into Your Practice at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) explains that he is looking forward to learning…
Advisor, Kevin Best: Access to Sponsors at the 2023 BV Summit
In this video clip, Kevin Best (Best Times Financial) explains how networking with sponsors is an important…
Publicly Traded REITs vs. Non-Traded REITs: What’s the Difference?
With the equity market as volatile as ever, investors are increasingly turning to alternative assets to generate cash flow…
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