Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Our members have a multitude of metrics at their fingertips that go deeper than the usual at-a-glance listings of capital raise, AUM, and distribution.
Building Strong Marketing Foundations for Alternative Investments
Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.
Recent News
ExchangeRight Welcomes Will Powers as National Sales Director
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased to announce the addition of Will Powers as...
ExchangeRight Welcomes Will Powers as National Sales Director
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased to announce the addition of Will Powers as...
Trending Topics Covered at Alts Summit 2025
Alts Education Alternative Investments from the RIA Angle • Stephen Caruso, Associate Director, Cerulli Associates (moderator) • Sean Cahill, Senior Vice President, Head...
What is the difference between mutual funds and interval funds?
Answer: Mutual funds require daily liquidity, which restricts them to highly liquid assets. Interval funds, on the other hand, can hold private credit or private equity,...
Jackie Wilke’s Post-Takeover Update
Hello Blue Vault! I’m thrilled to represent First Trust at the Blue Vault Alts Summit! The modern investor is unlike any we’ve seen before, with more access to information,...
Capitalizing on Data Center Expansion: The Evolving Risk Profile
CIM Group Data centers are in the midst of a build boom supercharged by demand for technologies such as artificial intelligence (“AI”) and 5G cellular, which are driving the...
More articles…
Richard Hillson: Focus on Education
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) explains how important education is in the alts industry…
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the continuously offered nontraded REIT programs reported increases in their respective net asset...
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in Atlanta…
Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Broker-dealers are cautiously adding alternative products to their platforms as advisor interest grows…
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Vestech Selects Altigo to Power its Alts Program
Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its one-stop technology solution to streamline and de-risk its alternative investment program. The...
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has successfully brought its 31st offering full cycle out of a total of 83 offerings launched…
Schorsch SPAC fails to get off the ground
The Nicholas Schorsch-backed SPAC — the leisure business-focused G&P Acquisition Corp. — failed to make an acquisition before its Nov. 15 deadline, requiring the company to liquidate and…
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest
In an environment of rising interest rates, net lease assets occupied by early childhood education centers are growing in popularity…
ADISA Publishes A Guide to DST 1031 Best Practices (2022)
ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the publication of A Guide to DST 1031 Best Practices (2022), a manual...
Ashford Securities Announces February 17, 2023 as Final Close Date for Braemar Hotels & Resorts Series E & Series M Preferred Stock Offering
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), today announced…









