Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Unlocking the Power of an Advisor Hub: Why Educational Content Matters
An advisor hub is a centralized repository where advisors can access all the resources they need without searching through emails, contacting a wholesaler, or navigating a complex website.
Stay informed about alts
Subscribe to our free emails
Recent News
2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption
David Bodamer | WealthManagement.com The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth...
Bluerock Value Exchange Fully Subscribes $41.2 Million Diversified Industrial Portfolio III DST
Bluerock Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has fully...
How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?
Answer: As of June 30, 2022, the average distribution rate among open nontraded BDCs was 7.24%. The average distribution rate increased to 8.33% as of June 30, 2023, and...
How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts
Johnathan Rickman | Blue Vault As an advisor, you need to make decisions that align with each of your client’s financial needs and goals; no singular approach works for...
Bonus Distribution to Investors in the Essential Income REIT’s Class ER Shares Brings Total First Year Distribution Rate to 9.58%
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the 2 company has made its first...
Semi-Liquid Alternatives Demonstrate the Ability to Provide Significant Liquidity to Shareholders in Times of Distress
Blue Vault Media outlets today tend to lean towards the negative as human evolution has created a bias and higher consumption rate for negative headlines, and many studies...
More articles…
By what percentage did the Cottonwood Communities estimated NAV per share increase between November 30, 2021, and February 28, 2022?
By what percentage did the Cottonwood Communities estimated NAV per share increase between November 30, 2021, and February 28, 2022? Answer: The estimated NAV increased from $16.9316 to $18.9882, an increase of 12.15% in three...
Institutional Investors Take a Temporary Break on Medical Office Buys
Investor interest in medical office properties registered a slowdown during the second half of 2022, but brokers and analysts…
US Shopping Centers Saw Lowest Vacancy Rate in 15 Years in 2022
Shopping centers across the U.S. are seeing their lowest vacancy rate since 2007, largely because there is not enough new retail…
StratCap Acquires Nearly $20 Million in Digital Infrastructure Assets in December
“We believe our acquisition activity is gaining considerable momentum and that we are developing significant scale as we continue to expand our footprint in the digital infrastructure arena.”
Phoenix American Announces New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration
Partnership reflects Phoenix American’s expertise in fund administration for a wide variety of alternative investment asset classes…
Bluerock Capital Markets Logs a Record $4+ Billion in Annual Capital Raise in 2022, Up 92% Over 2021’s Record Inflows
Bluerock Capital Markets, LLC (“BCM” or “Company”), a distributor of institutional alternative investment products and the dedicated dealer…
Despite Stormy Credit Conditions, Multifamily Sector Still in Demand Among Investors
The mere flipping of the calendar to mark a new year has done nothing to inject certainty into the next 12 months. The higher…
Understanding the Terms of the Blackstone REIT Share Repurchase Plan
It is important for shareholders and journalists reporting on the recent share repurchase requests by shareholders in Blackstone…
Blackstone’s BREIT and other funds curb investor redemptions
While open-end real estate fund managers are very publicly dealing with a flood of redemption requests from retail investors…
Blackstone Venture Adds Five Data Centers in Sector’s Largest US Market
Blackstone Group has created two new joint ventures with Corporate Office Properties Trust to acquire five single-tenant data center…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
