Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
The distribution is in addition to the current monthly tax-efficient annualized return, which is anchored in the performance and growth of the Essential Income REIT’s $1.3 billion portfolio of properties.
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Educational Content Outshines
By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
Mr. Shanley brings more than two decades of experience in property acquisitions, structured finance, and ground lease investments.
Recent News
Blue Vault Publishes Q1 2024 Nontraded BDC Industry Review
The Q1 2024 Nontraded BDC Industry Review is now published. The BDC Review includes these 22 Individual Performance Pages (IPPs) (bold font indicates IPPs published since...
Randy Anderson and Carly Hoeler Named Chair and Vice-Chair of the Blue Vault Educational Board
Blue Vault Blue Vault, a leading provider of alternative investment data and analysis, today announced the appointment of Randy Anderson, Ph.D., CRE, Partner, Real Assets at...
Madison Capital Markets Successfully Closes Go Store It Orlando DST: A Prime Self-Storage Investment in the Heart of Central Florida
Madison Capital Markets Madison Capital Markets, an affiliate of Madison Capital Group, successfully closed the Go Store It Orlando DST, a Delaware statutory trust...
How many Annual Partners does Blue Vault currently have?
ANSWER: Blue Vault currently has 21 Annual Partners, encompassing both Service Providers and Asset Managers. To learn more about our partners, visit our Asset Managers and...
QOZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability
Cantor Fitzgerald With the conclusion of the Qualified Opportunity Zone Program approaching, what do financial advisors and investors need to know? The Qualified Opportunity...
I Don’t Want To Pay Taxes, There Is An “Alt” For That
Fred Hubler | Forbes Typically people begin worrying about taxes as their W-2s start to come in. But, to better prepare for next year’s taxes, now is the time to...
More articles…
Prologis: E-Commerce Market Share Will Climb Higher
Prologis is keeping mum on whether the company is in discussions with Amazon, the largest tenant of its logistics facilities…
Digital Infrastructure Update: 2021 In Review – 2022 Outlook
This report provides a year-end update on how digital infrastructure assets performed in 2021 and what we can expect from the sector in 2022
First Q1 2022 Nontraded REIT and BDC Individual Performance Page PDFs Now Available to Subscribers
Q1 2022 Nontraded REIT and BDC Individual Performance Page PDFs Now Available The following Q1 2022 Nontraded REIT and BDC Full Review PDFs are now available to Blue Vault subscribers: NTR -Highlands REIT Q1 2022 -Starwood Real Estate Income Trust Q1 2022 -Strategic...
CAIS: Bitcoin as Inflationary Hedging
Nicholas Millikan (CAIS) and Steve Kurz (Galaxy Digital Partners, LLC) discuss how cryptocurrencies act as a hedge against inflation.
CAIS: Valuation of Cryptocurrency for Financial Advisors
Nicholas Millikan (CAIS) and Steve Kurz (Galaxy Digital Partners, LLC) discuss how financial advisors can ease their clients into cryptocurrencies.
iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions May 25, 2022 | iCapital iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset...
Preferred Apartment Communities, Inc. Announces Proxy Advisory Firm ISS Recommends Stockholders Vote “FOR” Proposed Acquisition by Blackstone Real Estate Income Trust, Inc.
Preferred Apartment Communities, Inc. (NYSE: APTS) (“PAC”) today announced that a leading independent proxy advisory firm…
Office Space Demand Below Seasonal Norms, But That’s Okay
Demand for office space fell by just a tick of 1.5 percent nationally from March to April, according to a VTS Office Demand Index (VODI)…
No End in Sight for Strong Demand for Class-A Multifamily Units
Developers simply cannot build enough new, luxury apartments to fill existing demand, contributing to double-digit rent…
Urban Catalyst Breaks Ground on Senior Living Project in Downtown San Jose
It’s not every day you get to drive an excavator and knock stuff down. But on a recent Thursday afternoon, I took the wheel…











