Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Madison Communities closes $24.7 million construction loan for Madison Trinity build-to-rent townhome community in Nashville
Madison Communities closed a $24.7 million construction loan to finance a build-to-rent townhome community in Nashville, Tenn.
Based on the offerings tracked by Blue Vault, and most recent filings, what was the interval fund industry’s total assets under management as of October 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Partners Capital and iCapital® Expand Access to Institutional-Quality Private Equity for Wealth Managers and Their Clients
The collaboration brings an institutional-quality private equity strategy to the wealth channel, leveraging advanced technology to empower advisors and investors.
Asset Performance, Not Fundraising Defines DST Space
If your investor client’s final destination is a REIT, then the performance of the REIT’s underlying assets should dictate your DST investment decision.
Recent News
Based on the offerings tracked by Blue Vault, what was the nontraded BDC industry’s median total return for the first nine months of 2025?
Answer: Based on the offerings tracked by Blue Vault, the nontraded BDC industry’s median total return for the first nine months of 2025 was 6.38%. Discover...
Nontraded REIT Distribution Coverage Woes Grow in Q3 2025
Johnathan Rickman | Blue Vault Distribution coverage continued to be a challenge for sponsors of nontraded REITs in the third quarter of 2025, compounding the industry’s...
Fine-Tuning Your Plan for 2026
Marketing Intent As alternative investment sponsors begin 2026, now is the right time to pause, reflect, and fine-tune your marketing and sales strategy. Planning for the...
SEI Appoints Jeff Benfield as Chief Product Officer
SEI SEI® (NASDAQ:SEIC) today announced the appointment of Jeff Benfield as Chief Product Officer. Reporting to Zach Womack, Chief Technology Officer, Benfield will lead...
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?
Answer: Based on the nontraded BDCs tracked by Blue Vault, the nontraded BDC industry raised $10.1 billion in public capital in the third quarter of 2025, up from $9.6...
Inland ALT REIT Announces Additions to Its Board of Directors
Inland IPC Alternative Real Estate Income Trust, Inc. (the “Company”), a publicly registered perpetual-life NAV real estate investment trust, or “REIT,” focused on...
More articles…
Preferred Stock: Basics, Benefits, and Risks
Preferred stock is a class of shares that are senior to common stock and thus give the holder priority on dividend payments and assets over common shareholders.
iCapital® Launches BlackRock Private Credit Solution for Accredited Investors in Canada
iCapital introduces streamlined access to private credit for Canadian advisors and Canadian accredited investors.
Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management
In this role, Monge will oversee the firm’s hospitality and real estate assets, driving performance, strategic planning and value creation across the portfolio.
Of the 18 open nontraded REITs tracked by Blue Vault, how many of those in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four quarters?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Emma Skedgel Joins SEI’s Defined Contribution Team
Appointment reinforces commitment to client service, better member outcomes.
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!










