Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group was also shortlisted for Real Estate Manager of the Year, underscoring the firm’s growing influence and leadership in insurance for both its real estate and infrastructure strategies.
Recent News
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...
Five Questions with Nate Oltmans: Purpose and Intentionality
In this Q&A, Nate Oltmans, Partner and Director of Advisors at Cornerstone Wealth Management, shares insights he’s learned about purpose and intentionality. What do you...
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Note: This story was first published by Connect Money on February 21, 2025. Johnathan Rickman | Blue Vault While further interest rate cuts may be anticipated later this...
Record growth: Interval funds emerge as key players in alternative investments
Manal Ali | InvestmentNews For years, interval funds sat quietly on the periphery amidst the alternative investment space, a niche product known to few and used by even...
More articles…
Carron Schmick: BV Summit 2023 – A Golden Opportunity
In this video, Carron Schmick (Ridgeline Private Wealth) explains why attending the 2023 Blue Vault Bowman Alts Summit is a golden opportunity for gathering aspects to build and manage an alternative investments practice, all in one place…
Ten Q3 2022 Nontraded BDC Individual Performance Pages Published
Ten Q3 2022 Nontraded BDC Individual Performance Pages Published The following Q3 2022 Nontraded BDC pages are now available to Blue Vault subscribers: Open BDCs -Apollo Debt Solutions BDC Q3 2022 -BlackRock Private Credit Fund Q3 2022 -Blackstone Private Credit Fund...
Richard Hillson: BV Summit 2023 Making Alts More Accessible
In this video clip, Richard Hillson (Hillson Consulting) explains the importance of attending the 2023 Blue Vault Summit to gain valuable knowledge and make alts more accessible to everyone…
October Total Returns to Continuously Offered NTRs Lowest Since March 2020
The 14 continuously offered nontraded REIT programs posted the lowest median returns for the group since March 2020, the beginning…
Blackstone REIT Share Repurchases Approaching Quarterly Limits
Recent comments by industry experts have suggested that share repurchase requests by the common shareholders of continuously offered nontraded REITs may in the coming months exceed the limits contained in the REIT prospectuses.
Four Reasons Why Self-Storage has Performed Well in Inflationary Environments and Times of Recession
1. Potential Rental Benefits – The short-term month-to-month nature of self-storage leases permits leases to be reset to market rates potentially quicker than…
Nareit Reports Equity REITs Increase FFO Y-O-Y in Q3 2022
Some 81% of U.S. equity real estate investment trusts reported year-over-year increases in funds from operations during the third quarter…
Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform
Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform November 22, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, welcomes Urban Catalyst...
Hines JV Sells 1 MSF Industrial Asset for $104M
Hines, together with Cresset Partners, has sold the first phase of Whiteland 65 Industrial Center, a 1.1-million-square-foot facility in Whiteland…
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
Prospect Capital Corporation Announces Results of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023 November 21, 2022 | Prospect Capital Corporation Prospect Capital Corporation (the “Company”) today announced the results of its...









