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 offerings tracked by Blue Vault and most recent filings, how much capital did the tender offer fund industry raise year-to-date through October 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Logistics Demand Regains Momentum in a More Disciplined Market
Recent data shows that demand gains have been concentrated in assets supported by clear demand drivers, including build-to-suit and functionally aligned logistics facilities.
Pasadena Private Lending and Eagle Point Credit Management Announce $105 Million Strategic Capital Partnership
This partnership builds on PPL’s recent expansion of its senior credit facilities and represents a significant milestone in the firm’s continued institutionalization and growth.
CIM Group Completes Coro 168-unit Apartment Community in West Adams Neighborhood of Los Angeles
For more than 20 years, CIM Group has acquired and developed real estate and infrastructure assets across communities now designated as Opportunity Zones.
Recent News
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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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Blue Vault will publish 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and provide data for four additional REITs with limited operations. These nine NTR...
Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
As alternative investments continue to be understood better and utilized more by wealth advisors, it’s becoming more apparent that alternative investments no longer...
11 of the 14 NAV REITs had positive Class I shareholder returns in July 2024
Zach Mersman | Blue Vault Nine of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in July 2024. Five of the...
More articles…
US hotel key metrics up vs. 2019 in week ended July 2 – STR
Three key metrics for U.S. hotel performance were up compared to 2019 levels in the week preceding the July Fourth holiday…
The Wall or the Cliff? ExchangeRight’s Macro Perspective
In light of the current economic volatility, a number of investors, representatives, and advisors with whom we work have asked…
Prospect Capital Corporation Announces More Than $800 Million in Aggregate Preferred Issuance, Including Over $100 Million Raised in Recent Semi-Monthly Closing
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) announced today that Prospect raised over $100…
Jay Steigerwald: How the Energy Sector Affects Inflation
In this clip from the webinar, What’s Inflation Doing to my Nontraded REIT Portfolio, Jay Steigerwald III…
UMB: Five key banking-as-a-service terms you should know
UMB: Five key banking-as-a-service terms you should know July 11, 2022 | David Robinson | UMB Although Banking-as-a-Service (BaaS) is new, banks have been making their services available behind the scenes for decades. What’s changed in recent years is the explosion of...
Jim Sprow: Causes of our Current Inflation
In this clip from our recent webinar, What’s Inflation Doing to my Nontraded REIT Portfolio?, Jim Sprow (Senior…
More Banks are Moving Asset and Liability Management Systems to Cloud
More Banks are Moving Asset and Liability Management Systems to Cloud July 6, 2022 | SS&C A recent SS&C Algorithmics survey (conducted by Alchemer) shows 45% of respondents are looking to migrate, or have already migrated, their Asset Liability Management...
Nontraded REITs Use More Variable Rate Debt with Wider Dispersion in Interest Rates
As the era of historically low interest rates draws to a close, we can see how the increased use of variable rate debt by nontraded…
As Interest Rates Rise, More Nontraded REITs Have More Variable Rate Debt
With interest rates rising, many nontraded REITs may be wishing they had more of their debt at fixed interest rates, or rates…
How to Optimize Your LinkedIn Profile to Attract Clients
How to Optimize Your LinkedIn Profile to Attract Clients July 8, 2022 | Marketing Intent LinkedIn had more than 188 million members in the United States in 2021. While most financial advisors have some presence on LinkedIn, the platform offers the opportunity to...









