Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Strike the Right Marketing Cadence with Frequency, Engagement, and Impact
Strategic frequency, paired with relevant, engaging content, consistently drives stronger relationships, higher engagement, and more meaningful brand recognition.
Based on the nontraded REITs tracked by Blue Vault, how much capital did the nontraded REIT industry raise through private offerings in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Capital Square Launches New Active Living DST Offering in Richmond’s Short Pump Submarket
The offering is available to accredited investors only.
2026 Alternative Playbook: What To Overweight, Underweight, And Why
Including alternatives in your portfolio can help manage risk and protect against market ups and downs.
Recent News
With Blackstone as Bellwether, Q3 Data Signal Confidence Returning to NTR Industry
Note: This story was first published by Advisorpedia.com on January 23, 2025. Johnathan Rickman | Blue Vault While the nontraded REIT (NTR) industry continues to contend...
Blue Vault Recently Published New Interval Fund and Tender Offer Fund Reports
Blue Vault recently published Individual Performance Pages (IPPs) for these Interval Funds and Tender Offer Funds: Interval Funds ACAP Strategic Fund 2024-09-30 Alternative...
‘Facts vs. Feelings’ Podcast: Focusing on What Matters to Advisors
Johnathan Rickman | Blue Vault It’s not always easy for wealth advisors to stay on top of market trends and movements. Not only do you have to be a bit wonky to keep up, but...
Helix Partners with Blue Vault to Enable Wealth Advisors to Navigate Private Market Investments Using AI and Reliable Data
Helix, the innovative generative AI assistant revolutionizing private market investing, and Blue Vault Partners, a leading provider of alternative investment performance...
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Business Wire | Eagle Point Credit Management Eagle Point Credit Management LLC (“Eagle Point Credit”), a specialist credit asset manager with over $11 billion of assets...
Five Questions with Jackie Wilke: Modern Marketing and More
In this Q&A, Jackie Wilke, Vice President and Advisor Consultant at First Trust, shares her insight and expertise on marketing, technology, and women in the financial...
More articles…
REITs Fell Sharply Along with Broader Markets in September
In September, REITs and stocks posted their worst monthly performance since March 2020, as a hawkish Federal Reserve warned that measures…
US Hotel Performance Weakens in Week Ended Oct. 1 – STR EXTRA
Performance metrics for the U.S. hotel industry weakened during the week ended Oct. 1 owing to the Rosh Hashanah holiday…
Traffic Down At Grocery-Anchored Centers As Inflation Changes Shopping Patterns
“If you have the right grocer anchoring your center, there’s a certain expectation of, how bad can it really get…
Three (Potentially) Sobering Credit Realities
Credit rating agency KBRA put together a list of a dozen aspects of credit as macroeconomic pressure waves continue to race about the country and globe…
US Equity REITs Trade at Median 27.6% Discount to NAV on Oct. 3
Publicly listed U.S. equity REITs traded at a median 27.6% discount to their consensus S&P Capital IQ net asset value per-share estimates…
Prospect Capital Corporation Announces New 6.50% Series A3 and M3 for Current Non-Traded Preferred Stock Offering
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) announced today that Prospect has added new…
SmartStop Self Storage Ranked Top Self Storage Customer Service 2023 by Newsweek
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self storage company…
Peachtree Joins the Alternative Investment Exchange Platform
Peachtree Joins the Alternative Investment Exchange Platform October 6, 2022 | AIX Peachtree Hotel Group (“Peachtree”) has selected the Alternative Investment Exchange’s AIX Platform as the primary electronic platform provider to streamline the...
Bluerock Homes Trust Launches as Single Family Rental REIT, Begins Listing on NYSE-American (BHM)
Bluerock Homes Trust, Inc. (NYSE American: BHM) (the “Company”, “BHM, or “Bluerock Homes Trust”) launches today as an externally-managed…
Prospect Sustainable Income Fund Q2 2022 Individual Performance Page Now Available
Prospect Sustainable Income Fund Q2 2022 Individual Performance Page Now Available Prospect Sustainable Income Fund’s fiscal year-end was June 30, 2022. As a result, it had 90 days to file its 10-K versus 45 days for a 10-Q filing. Blue Vault subscribers may log...









