Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry
Note: This story was first published by Advisorpedia.com on January 23, 2025. Johnathan Rickman | Blue Vault While the nontraded REIT (NTR) industry continues to contend...
Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports
Blue Vault recently published Individual Performance Pages (IPPs) for these Interval Funds and Tender Offer Funds: Interval Funds ACAP Strategic Fund 2024-09-30 Alternative...
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Johnathan Rickman | Blue Vault It’s not always easy for wealth advisors to stay on top of market trends and movements. Not only do you have to be a bit wonky to keep up, but...
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Helix, the innovative generative AI assistant revolutionizing private market investing, and Blue Vault Partners, a leading provider of alternative investment performance...
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Business Wire | Eagle Point Credit Management Eagle Point Credit Management LLC (“Eagle Point Credit”), a specialist credit asset manager with over $11 billion of assets...
Five Questions with Jackie Wilke: Modern Marketing and More
In this Q&A, Jackie Wilke, Vice President and Advisor Consultant at First Trust, shares her insight and expertise on marketing, technology, and women in the financial...
More articles…
Shopoff and Artemis Joint Venture Sells 1.8 Million-Square-Foot Inland Empire East Logistics Development
Shopoff Realty Investments (“Shopoff”) and Artemis Real Estate Partners (“Artemis”) announced the sale of their I-10 Logistics Center…
CION Ares Diversified Credit Fund Reaches Milestone Six-Year Track Record
CION Ares Management LLC, a joint venture between affiliates of CION Investments (“CION”), a leading manager of alternative…
Redemption Requests Raise Eyebrows for Non-Traded REITs
The wave of capital flowing into non-traded REITs in recent years has made a dramatic reversal. A surge in redemption requests has resulted…
Strategic Student & Senior Housing Trust Announces New Increased Estimated Per Share Net Asset Value
Strategic Student & Senior Housing Trust, Inc., a public, non-traded real estate investment trust sponsored by Strategic Asset…
Strategic Storage Trust VI, Inc. Acquires First Storage Facility in Edmonton, Alberta, Canada
Strategic Storage Trust VI, Inc. (“SST VI”), a publicly registered non-traded real estate investment trust sponsored…
Proteus’ Private Equity Platform to Provide Single Access Point to Registered Investment Advisory Clients Investing in Cynosure
Proteus, LLC announced today that it has been selected by The Cynosure Group to deploy a technology-enabled private equity and…
Capital Square Launches CSRA Opportunity Zone Fund VIII to Develop 348-Unit Class A Multifamily Community in Knoxville, Tennessee
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily…
QSR Franchisee Tasty Restaurant Group Takes Dunkin’ to Untapped Market
Robert Rodriguez isn’t just bringing franchise experience to the development of 45 new Dunkin’ stores in Louisiana…
Blackstone Outlines Plans For Real Estate Investment In Turbulent Market
On the heels of Blackstone’s Wednesday announcement that the University of California system would invest an additional $500M…
US Office Sales Sank 28 Percent in 2022: Report
New data reveal how much the nation’s office sector is deflating in the wake of the pandemic…










