Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business partnership highlights commitment to helping advisors scale and grow.
Madison Communities Acquires Venture at Long Shoals, an 86-Unit Luxury Multifamily Community in the Asheville MSA
The acquisition closed Nov. 25, reinforcing Madison’s footprint among the most in-demand apartments in Asheville and the surrounding region.
Based on the nontraded REITs tracked by Blue Vault, which offering had the highest distribution rate for their I shares in the third quarter of 2025?
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Sealy & Company Earns BOMA 360 Designation for Kickapoo Road Industrial Asset
This recognition reflects Sealy & Company’s commitment to disciplined operations, ESG-focused management, and delivering institutional-quality performance across its national portfolio.
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Recent News
Strategic Marketing Planning For Your Next Fund Launch
Marketing Intent Launching a new fund in the alternative investment space is an exciting venture, but it can quickly become overwhelming without a solid marketing strategy...
Communicate Your “Why”
Marketing Intent Communicate Your “Why” Understanding and communicating the fundamental reasons behind your firm’s investment strategy—the “why”—is not just beneficial,...
Bluerock Hires Alternatives Industry Veteran Julia Phillips as Chief Marketing Officer
Bluerock Bluerock announced today that it has hired industry veteran Julia Phillips to serve as Managing Director and Chief Marketing Officer. In this newly created...
ExchangeRight’s Essential Income REIT Continues its Significant Market Outperformance as Measured in Blue Vault’s Q1 2024 Report
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the Essential Income REIT was the...
Sealy & Company Receives Second BOMA 360 Certified Building Designation
Sealy & Co Sealy & Company proudly announces that Executive Center III, located at 5440 Red Bird Center Drive in Dallas, TX, has received the esteemed BOMA...
Fee Waivers Aim to Lift Franklin Interval Fund Out of ‘Valley of Death’
Alyson Velati | Financial Advisor IQ Franklin Templeton‘s May fee waiver for its private credit interval fund could get it past the $100 million mark, which is crucial...
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Capital Square: Strong Communities. Strong Markets. (subscriber-only content)
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Prospect Capital Preferred Stock Offering – Stability in an Unstable World (subscriber-only content)
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NexPoint: Exploring Emerging Real Estate Asset Classes and Their Role in DSTs and Reg Ds (subscriber-only content)
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Keynote: Q1 Market Commentary and Looking Forward to the Remainder of 2022 (iCapital)
Blue Vault research subscribers can watch iCapital’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Anastasia Amoroso (Managing Director, Chief Investment Strategist).
iCapital: Transforming Access to Alternative Investment Opportunities for Retail Investors
Blue Vault research subscribers can watch iCapital’s Blue Vault Bowman Alts Week 2022 presentation, featuring Dan Vene (Co-Founder and Managing Partner, Head of Client Solutions).
Centersky: Utilize Emerging Technology & Streamline Data to Amplify Your Bottom Line
Blue Vault research subscribers can watch Centersky’s Blue Vault Bowman Alts Week 2022 presentation, featuring Gary Davi (Chief Technology Officer).
Legendary Capital: Equity Uplift Results (subscriber-only content)
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Urban Catalyst: OZ Projects in a Booming San Jose (subscriber-only content)
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2021: A Record Breaking Year for Altigo
Blue Vault research subscribers can watch WealthForge’s Blue Vault Bowman Alts Week 2022 presentation, featuring Megan Bosch (Senior Director, Altigo Strategic Accounts).
UMB Bank: Lifecycle Support for Alts Product Sponsors
Blue Vault research subscribers can UMB’s Blue Vault Bowman Alts Week 2022 presentation, featuring Jason Fry (Senior Vice President, National Director of Business Development), Mike Huisman (Senior Vice President, Director of Transfer Agency), and Amy Small (Executive Director, Institutional Custody).
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