Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
A Call for Choice in Real Estate Exchange Strategies
Matthew Fries, CEO & President of Inland Real Estate Investment Corporation, explains why traditional 1031 DSTs and strategies with a potential future 721 exchange should be evaluated against each investor’s objectives.
Blue Vault Partners With FLX Networks to Expand Access to Alternatives Intelligence
Blue Vault’s partnership with FLX Networks will bring independent alternatives intelligence to FLX Analytics, expanding access to data that supports market research, investment comparisons, and business planning.
Leitbox Announces Fund Targeting Storage and Industrial Real Estate
Leitbox Storage Partners announced a fund extending its storage strategy into industrial outdoor storage, contractor yards, and industrial flex. The announcement gives advisors a concrete application of the firm’s HALO framework to evaluate.
ExchangeRight Details 721 Structure of Dow Campus Acquisition
ExchangeRight’s Essential Income REIT acquired the Dow Texas Innovation Center through a 721 exchange with Brixton Capital. The transaction highlights how property contributions, financing, and operating partnership units shape acquisition economics.
Recent News
Bluerock Names Keith Lampi CEO of New Tax Solutions Division
Bluerock announced on October 26, 2026, that it appointed Keith Lampi Chief Executive Officer of Bluerock Tax Solutions, a new division focused on tax-advantaged strategies...
Distributions vs. NAV: What’s Driving Nontraded REIT Total Returns?
Blue Vault Insights | October 27, 2026 A nontraded REIT’s distribution rate can attract attention. But distributions are only one part of the investor’s result. Over a given...
ExchangeRight Announces Full Subscription of $17.8 Million All-Cash DST
ExchangeRight announced the full subscription of Net-Leased All-Cash 20 DST, a debt-free, $17.80 million portfolio of net-leased retail properties. The offering is closed to...
Blackstone’s Q3 Results Show Diverging Real Estate Performance
Announcement date: October 22, 2026 Blackstone reported $63.3 billion in firm-wide inflows during Q3 2026. Its real estate results varied by strategy: reported quarterly...
Beyond the REIT Fundraising Leaderboard: Five Questions Every Advisor Should Ask
Blue Vault Insights | October 22, 2026 Are the REITs Attracting the Most Capital Necessarily the Strongest Investments? During the second quarter of 2026, 29 open nontraded...
KKR Agrees to Sell Infinity Transportation to Ares for $2.9 Billion
Announcement date: October 19, 2026 KKR and Ares Management announced an agreement under which KKR will sell Infinity Transportation, a railcar and intermodal equipment...
More articles…
DST Performance Is Easier to Evaluate When the History Is Visible
Across 418 evaluated closed DST records, 77.0% are distributing at or above projection. See why sponsor rankings change when meeting projections and exceeding them are measured separately—and what the comparison leaves unanswered.
What Can You Learn from a DST Sponsor’s History?
How much of a DST sponsor’s historical record can advisors review? Blue Vault compares the history represented across 11 sponsors and explains how disclosure, program counts, and metric definitions inform due diligence.
JLL Income Property Trust Acquires Boston-Area Distribution Center for $90 Million
JLL Income Property Trust has added a recently constructed, fully leased distribution facility to its industrial portfolio. The acquisition includes several specialized property features and expands the REIT’s largest sector allocation.
KKR Asset-Based Income Fund Extends Fee Reduction and Eliminates Early Repurchase Charge
KKR Asset-Based Income Fund has revised two investor-cost provisions following its transition to an interval-fund structure. The changes affect both periodic repurchases and the duration of an adviser fee concession.
Highlands REIT Expands Tender Offer and Repurchases 18.7% of Outstanding Shares
Highlands REIT received more shares than originally authorized for purchase in its completed tender offer. The company’s response produced a notable liquidity event and a meaningful change in its outstanding share count.
Blackstone Private Credit Fund Urges Investors to Reject Tender Offer at 12.5% NAV Discount
Blackstone Private Credit Fund has responded to an outside buyer seeking a limited quantity of its Class I shares. The board’s filing compares the offer with the fund’s NAV, repurchase program, and recent performance.
SEC Proposes Changes That Could Expand Private-Market Access
The SEC has proposed changes to interval funds, closed-end funds, BDCs and accredited-investor eligibility that could broaden private-market access. Here’s what financial advisors should be watching.
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps
Blue Vault compares the 10 largest reported distribution-rate gaps among closed DST offerings with nonzero rates. The ranking includes above- and below-projection results, sponsor names, property types and equity raised.
A DST Doesn’t Always End With a Property Sale: What Advisors Should Know About Exit Paths
New research into hundreds of DST outcomes shows why advisors may want to ask more questions about an investment’s eventual exit before clients enter it.
Opportunity Zones 2.0 Is Getting Its Map: The Next Phase Begins Now
The first pieces of the QOZ 2.0 investment map are falling into place, shifting attention from new rules to where the next opportunities may emerge.











