Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Recent News
Inland Real Estate Sells Southwest Florida Asset for $57M
Vicentiu Fusea | Multi-Housing News Interface Properties has acquired Brantley Pines Apartments, a 296-unit multifamily property in Fort Myers, Fla. Inland Real Estate Group...
America’s Growing Appetite for Fast Food
Triton Pacific In the United States, there is a common saying – “As American as apple pie.” Perhaps, however, that phrase should be updated to “As American as fast food.”...
Blue Vault Completes Publication of March 31, 2024 Interval Fund and Tender Offer Fund IPPs
Today Blue Vault completed its publication of 26 Interval Fund and 32 Tender Offer Fund Individual Performance Pages (IPPs) for the period ending March 31, 2024. This...
13 of the 16 NAV REITs had Positive Returns in May 2024
Zach Mersman | Blue Vault Eleven of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in February 2024. Four of the...
Blue Vault Performance Page Update 7-8-2024
For the period ending March 31, 2024, Blue Vault will publish 26 Interval Fund and 32 Tender Offer Fund Individual Performance Pages (IPPs). Twenty-four Interval Fund and...
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
Answer: FS Credit Real Estate Income Trust, Inc. provided Class I shareholders with an estimated 12-month total return thru February 2024 of...
More articles…
JLL Brokers $278 Million Sale of Eight-Property Grocery-Anchored Retail Portfolio
JLL’s Capital Markets group has arranged the $278 million sale of an eight-property, grocery-anchored retail portfolio. The…
The Real Difference with Altigo
In this clip from Alts Week 2022, Megan Bosch explains what the real difference is with Altigo which is key to their success…
Sealy & Company Expands Footprint Into Two New Markets in Back-to-Back Transactions – Pittsburgh, Pennsylvania & Des Moines, Iowa
“We will continue to pursue our portfolio by design strategy, expand our footprint, and remain one of the most active private buyers of industrial real estate”
Of the 52 monthly observations of total returns to the shares of the continuously offered nontraded REITs year-to-date in 2022 thru April, how many were negative?
Of the 52 monthly observations of total returns to the shares of the continuously offered nontraded REITs year-to-date in 2022 thru April, how many were negative? Answer: Year-to-date for the 13 continuously offered nontraded REITs in 2022 thru April, there were none...
Advisor Group Scoops Up American Portfolios
The broker/dealer network has announced its second acquisition in as many months, adding 850 advisors and nearly $40…
April Jump in US Rent Price Growth Puts Pressure on Inflation, CoreLogic Reports
CoreLogic, a leading global property information, analytics and data-enabled solutions provider, today released its latest Single…
Fed’s Bullard: I hope U.S. economy repeats outcome of 1994’s soft landing
The U.S. Federal Reserve could raise interest rates swiftly this year and forge a “stellar” economy ahead if it can pull off a repeat…
Pacific Oak Closes Opportunity Zone Fund With $118M
Pacific Oak Capital Advisors, a sponsor, and Pacific Oak Capital Markets, manager and distributor of real estate-focused…
Registration Open for June 28th Webinar: “What’s Inflation Doing to My Nontraded REIT Portfolio?”
Registration Open for June 28th Webinar: “What’s Inflation Doing to My Nontraded REIT Portfolio?” Join us Tuesday, June 28, at 2:00 pm EDT for a panel webinar discussion of the impact inflation on nontraded REITs. Panel includes Larry Barocas from Snowden...
What is the current shortage of housing units in the U.S. according to the National Association of Realtors and how many housing starts are projected for 2023?
What is the current shortage of housing units in the U.S. according to the National Association of Realtors and how many housing starts are projected for 2023? Answer: According to Dr. Yun at the National Association of Realtors there is currently a shortage of 3...









