Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
How Focusing on One Fund Can Disrupt Marketing for Your Entire Platform
Marketing should support the full platform, not just the fund demanding the most attention at a given moment.
Blue Vault Interval Fund Update 2-18-2026
Blue Vault publishes performance reports for interval funds. Let us serve your alts data needs in 2026!
CIM Group Completes The Read 75-Unit Apartment Community in West Adams Neighborhood of Los Angeles
The Read is located in a Qualified Opportunity Zone.
Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, what was the average redemption rate for private credit as an asset class year-to-date through September 30, 2025?
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Recent News
Weekly Alts News Roundup: April 8, 2025
Welcome to another edition of the Weekly Alts News Roundup! Get up to speed with quick reads on industry happenings: new offerings, regulation, technology, and more. Top...
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
As a financial services entrepreneur, Mat Dellorso was bullish on alternative investments but knew what a bear they were to process. After cofounding the Richmond, VA-based...
What percentage of interval fund assets are held in credit-focused funds as of December 31, 2024, and how does that compare to one year prior?
Answer: Credit-focused interval funds made up 67.0% of total interval fund industry assets as of December 31, 2024, up from 58.7% as of December 31, 2023 and 51.4% as of...
Bluerock High Income Institutional Credit Fund Generated an 11.7% Annualized Distribution Rate over the Trailing 12 Months
Bluerock High Income Institutional Credit Fund Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX,...
Braemar Hotels & Resorts Enters into Franchise Agreement for the Sofitel Chicago Magnificent Mile
Braemar Hotels & Resorts Inc. Braemar Hotels & Resorts Inc. (NYSE: BHR) (“Braemar” or the “Company”) today announced its plans to transition...
Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs
Bluerock Bluerock Value Exchange (BVEX), a long-time leading national sponsor of 1031 exchange and Delaware Statutory Trust (DST) programs since 2005, announced multiple...
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Bluerock Total Income+ Real Estate Fund Eclipses $7 Billion in Net Assets; Reports Continued Outsized Shareholder Returns
Bluerock Total Income+ Real Estate Fund (“Bluerock Total Income+,” “the Fund,” “TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX) announced today the Fund…
ExchangeRight Announces $179 Million Portfolio Full Subscription
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, announced that it has fully subscribed its $179 million Net-Leased Portfolio…
Inside the V(ALT), with WealthForge
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Bill Robbins: Crossing the Chasm
Bill Robbins (CEO, WealthForge) talks about the fear of being an early technology adopter in this clip from Inside the V(ALT).
Bill Robbins: A Quantum Leap
Bill Robbins (CEO, WealthForge) talks about what is driving Altigo’s next quantum leap in this clip from Inside the V(ALT).
Capital Square Promotes Whitson Huffman to Co-Chief Executive Officer
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily communities…
Latest List of Q2 2022 REIT & BDC Individual Performance Pages
Latest List of Q2 2022 REIT & BDC Individual Performance Pages The following Q2 2022 Nontraded REIT pages are now available (newly added pages are in bold font): NTR –American Healthcare REIT Q2 2022 -Ares Industrial Real Estate Income Trust Q2 2022 -Ares...
SmartStop Self Storage Commences Roll Out of Self Storage Manager’s New Cloud Version
Self Storage Manager, Inc. Total Solutions Provider for the self-storage industry and developer of Self Storage Manager (SSM), today…
Research Brief: Housing
Rates resume climb, further cooling the market. After briefly dipping below 5 percent in early August, the average…
Fed’s ‘soft landing’ hopes alive as it edges toward another big rate hike
The Federal Reserve is “strongly committed” to fighting inflation and remains hopeful that can be done without the “very high social costs”…









