Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Nontraded REIT Fundraising Stalls, AUM Falls in Q2 2025
The median distribution rate for all nontraded REITS in the second quarter of the year was a competitive 5%.
Blue Owl Capital Launches Debut Interval Fund, Focused on Alternative Credit
OWLCX aims to generate current income and, to a lesser extent, long-term capital appreciation by accessing alternative credit strategies.
Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
Platform offers turnkey operational support for investment managers seeking diversified, innovative strategies.
Mentenova and SEI Partner for Global Equity Investments
Science-backed, data-driven process powered by technology to deliver better outcomes for South African investors.
Recent News
New Billionaire Alert? This Millenial Could Be The Next Big Real Estate CEO
Aditi Ganguly | Benzinga Connor Teskey, the incoming CEO of Brookfield Asset Management, is poised to become a breakout star in the world of finance. The 36-year-old, who...
How much did the interval fund industry grow from Q4 2023 to Q1 2024 in terms of total assets?
Answer: The industry reported $101.4 billion in total assets as of March 31, 2024, up from $98.5 billion in total assets as of December 31, 2023, an increase of 2.9%. This...
Texas Research Quarter Receives City of Plano Approval for Development Agreement Supporting Life Sciences Real Estate Project
Texas Research Quarter | Nexpoint The Texas Research Quarter (TRQ), a life science focused innovation district planned in Plano, Texas, announced today that the Plano City...
Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
As alternative investments continue to be understood better and utilized more by wealth advisors, it’s becoming more apparent that alternative investments no longer...
11 of the 14 NAV REITs had positive Class I shareholder returns in July 2024
Zach Mersman | Blue Vault Nine of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in July 2024. Five of the...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update
Blue Vault anticipates publishing 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and providing data for four additional REITs with limited operations....
More articles…
Luke Schmidt: Strong Capital Raise Over Short Time Frame
In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), illustrates the strong capital raised in BDCs over a short span of time.
Luke Schmidt: New Trend in the Industry
In this clip from the BV Q2 2022 Update, Luke Schmidt (Senior Financial Analyst for Blue Vault), describes a new trend to watch with BDCs…
Jim Sprow: Key Points for NTRs in Q2 2022
In this clip from the BV Q2 2022 Update, Jim Sprow (Blue Vault’s Senior VP, Research) addresses a few key points for NTRs in Q2 of 2022…
U.S. mortgage interest rates rise to highest level since 2006
The average interest rate on the most popular U.S. home loan rose to its highest level since 2006 as the housing sector continued to bear…
Foreign CRE Investors Weigh Opposing Forces
International geopolitical and economic uncertainty has solidified the standing of the U.S. as a port in the storm…
Gladstone Land Announces Increase in Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022, Earnings Release and Conference Call Dates
Gladstone Land Corporation (NASDAQ:LAND) (“Gladstone Land” or the “Company”) announced today that its board of directors declared…
Jim Sprow: NTRs vs. S&P 500 Standard Deviation of Returns
In this clip from the BV Q2 2022 Webinar, Jim Sprow (Senior VP, Research for Blue Vault) explains the standard deviation of returns for the past 32 months for NTRs vs. S&P 500…
Blue Vault Publishes New Individual Performance Page
Blue Vault Publishes New Individual Performance Pages The following Interval Fund, Tender Offer (Closed-End Fund) Fund, and Nontraded LLC individual performance pages are newly published and available to Blue Vault research subscribers today: Interval Funds...
Young, wealthy investors are flocking to alternative investments, study shows. What to know before adding to your portfolio
Younger, wealthy investors are looking beyond the stock market for higher returns.
Some 75% of high-net-worth investors between the ages…
Gladstone Land Announces Election of Paula Novara as Director
Gladstone Land Corporation (Nasdaq:LAND) (the “Company”) announced that Paula Novara had been elected to the 2025 class…










