Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Why Social Media Delivers Even When Engagement Looks Invisible
When executed with a deliberate, long-term strategy, social media becomes less about instant feedback and more about sustained influence.
Blue Vault Webinars: Keeping Advisors Informed and Alts-Smart
Keeping advisors up to date on industry trends and innovations is a core part of Blue Vault’s mission to expand understanding of alternative investments.
Gladstone Alternative Income Fund Announces Increase in Monthly Cash Distribution for December 2025
The distributions will be paid on December 31, 2025, for DRIP participants and January 2, 2026, for non-DRIP participants.
John Hancock Closed-End Funds Declare Quarterly Distributions
Manulife John Hancock Investments serve investors through a unique multimanager approach, complementing our extensive in-house capabilities with an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry.
Recent News
Need for Recession-Resilient Income Drives Full Subscription of ExchangeRight’s $82.28 Million Offering
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors seeking stable, passive...
BlueGate Boat & RV Storage Names JC Reed as Chief Operating Officer
BlueGate Boat & RV Storage BlueGate Boat & RV Storage, an affiliate of Madison Capital Group and a leading provider of high-quality boat and RV storage solutions,...
Starwood Capital Appoints Andrew Sossen Senior Managing Director, Chief Operating Officer
Starwood Capital Group Starwood Capital Group (“Starwood Capital”), a global private investment firm with a primary focus on real estate, today announced...
Eagle Point Institutional Income Fund Reaches $100 Million Milestone And Generates 12.8% Annual Net Return
Eagle Point Eagle Point Credit Management LLC (“Eagle Point Credit” or the “Adviser”), a specialist credit asset manager with over $10 billion of assets under management,1...
SmartStop Self Storage REIT, Inc. Reports Second Quarter 2024 Results
Business Wire SmartStop Self Storage REIT, Inc. (“SmartStop” or “the Company”), a self-managed and fully-integrated self-storage company, announced...
Capital Square Fully Subscribes Private Placement Offering of Multifamily Opportunity Zone Development in Knoxville
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
More articles…
Legendary Capital Acquires Interest in Hilton Garden Inn at UTEP
Legendary Capital has sponsored the acquisition of an interest in a partnership that owns the 153-room Hilton Garden Inn El Paso University. Through the transaction…
State Securities Regulators Consider Rules Affecting Nontraded REITs
The North American Securities Administrators Association (“NASAA”) is considering new policies that would establish limits on how much an individual can…
506(c) Offerings: No Loss of Exemption if Reasonable Steps Fail to Find Nonaccredited Investor(s)
While consensus among attorneys and industry leaders regarding the application of the 506(c) offering appears to be building, there remain those that continue to express trepidation.
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published
Q2 2022 Nontraded BDC Individual Performance Page PDFs Published The following Q2 2022 Nontraded BDC pages are now available to Blue Vault subscribers BDC -Apollo Debt Solutions BDC Q2 2022 -Blackstone Private Credit Fund Q2 2022 -Franklin BSP Lending Corp. Q2 2022...
Blue Vault’s Look at Capital Square
Founded in 2012, Capital Square sponsors turn-key real estate investment offerings with low investment minimums to provide investors…
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid alternative investments?
In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid alternative investments? Answer: 53% of respondents cited “Lack of liquidity is not suitable for...
Advisor, Matt Fries: Better Transparency
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?” advisor Matt Fries (Cetera Financial…
Bill Robbins: No Easy Button in Alts
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Bill Robbins (WealthForge) explains…
Michael Kerrigan: Diversification Matters
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Michael Kerrigan (The Gladstone Companies) discusses why diversification…
Jay Frank: Right Level of Diversification
In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?”, Jay Frank (Cantor Fitzgerald) discusses what…











