Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Based on the universe of tender offer funds tracked by Blue Vault — and on the most recent filings — how much did the tender offer funds industry raise in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Why Choose a REIT Over Other Investment Vehicles?
In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right fit.
Driving Growth with Unified Marketing and Sales Messaging
Even minor inconsistencies between what marketing conveys and what your sales team communicates can reverberate throughout client interactions.
SEI Increases Stock Share Repurchase Program by $650 Million
The move increases the available authorization under the program to approximately $773.2 million.
Recent News
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip....
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast...
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast...
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Alts Providers Partnering Up To Capture $1 Trillion In Assets, Cerulli Says
Christopher C. Williams | Bluerock Alternatives providers and asset managers are leaning into a familiar business strategy to capture potentially $1 trillion in retail...
Leitbox Storage Partners Acquires Asset in Maryland
Leitbox Storage Partners Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform based in Birmingham, Alabama, announced today, the...
More articles…
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative?
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative? Answer: The median return to shareholders in continuously offered nontraded NAV REITs was negative only in March 2020, once...
Monthly Total Returns to Continuously Offered NTRs Cool Off in July
After 23 consecutive months of median total returns exceeding 0.50% for the 13 continuously offered nontraded REIT programs with monthly NAVs…
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available to Subscribers
First Q2 2022 Nontraded REIT Individual Performance Page PDFs Now Available The following Q2 2022 Nontraded REIT PDFs are now available to Blue Vault subscribers: NTR -Highlands REIT Q2 2022 -Mobile Infrastructure Corp. Q2 2022 -NorthStar Healthcare Income Q2 2022...
Daniil Shapiro: Advisor Allocations to Alternative Investments
In this video clip from the panel webinar, 2022 Cerulli / Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli)…
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024?
According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024? Answer: Survey respondents gave an average expected distribution in all alternative investments in...
How CRE Investors Can Create Value
In this video, John Chang (Senior VP, Director Research Services for Marcus & Millichap) addresses…
ExchangeRight Completes $62 Million Full-Cycle Event
Joshua Ungerecht, one of the managing partners at ExchangeRight, said the optionality created by ExchangeRight’s aggregation strategy allows for successful exit and multiple investment options.
Gladstone Commercial Corporation Executes 5-Year, 4-Month Lease at Office Property in Fort Lauderdale, FL
Gladstone Commercial Corporation (Nasdaq:GOOD) (“Gladstone Commercial”) announced today that it has executed a 5-year…
Prospect Capital Schedules Fiscal Year Earnings Release and Conference Call
Prospect Capital Corporation (NASDAQ: PSEC) (the “Company”) today announced it expects to file…
Ares Pays $139M for NJ Industrial Complex
At a time when industrial space is as hard to come by as it has been in ages, a big player in the space made…







