Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
Recent News
Of the 76 interval funds currently covered by Blue Vault, how many different fiscal year-end dates are there?
Answer: There are 10 different fiscal year-end dates among the 76 interval funds covered by Blue Vault. No interval funds covered by Blue Vault use August 31 or November 30...
Blue Vault Q4 2024 NTR Research Report Update
Blue Vault began publishing new research reports covering non-traded REIT (NTR) offerings. These pages provide expanded insights into the latest performance metrics,...
Blue Vault Begins Publishing New Q4 2024 NTR Research Pages
Blue Vault began publishing new research reports covering non-traded REIT (NTR) offerings. These pages provide expanded insights into the latest performance metrics,...
Eagle Point Credit Company Inc. Increases Offering Amount of 7.00% Convertible Perpetual Preferred Stock to $200 Million
BusinessWire | Eagle Point Credit Management Eagle Point Credit Company Inc. (the “Company”) (NYSE: ECC) announced it has increased the continuous public offering of its...
Eye on Alts: April 22, 2025
Welcome to another edition of Eye on Alts for advisors! Top Story: White House QOZ Outlook AltsWire is covering a new White House Council of Economic Advisers report (PDF)...
Wealthtech Key to Advisor Shortage Pickle: Reports
Johnathan Rickman | Blue Vault RIAs and advisory firms that incorporate wealthtech into their operations will be better prepared to address a coming shortfall in the...
More articles…
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…
The Demise of Silicon Valley Bank
“When you’re not working, what do you do to de-stress?”
That was the last question Greg Becker, CEO of Silicon Valley Bank…
How Broker-Dealers Are Staying on the Right Side of Reg BI
How Broker-Dealers Are Staying on the Right Side of Reg BI March 2, 2023 | John Rickman | Altigo As more retail investors enter the market, regulators have moved to raise the broker-dealer standard of conduct beyond mere “suitability” obligations. Broker-dealers and...
What The Historic Collapses Of SVB, Signature Bank Mean For Commercial Real Estate Investors
Until late last week, the biggest concern for most commercial real estate investors was the prospect of a higher-than-expected interest…
US government moves to stop potential banking crisis
The U.S. government took extraordinary steps Sunday to stop a potential banking crisis after the historic failure…
Biden says “banking system is safe” after SVB collapse
President Biden said Monday that “Americans can rest assured that our banking system is safe, your deposits…
Capital Square Acquires Build-for-Rent Townhome Community Near Raleigh for DST Offering
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities…











