Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Q1 2026 Nontraded REIT Performance Report Update
Blue Vault has published 19 Nontraded REIT Individual Performance Pages for Q1 2026.
Capital Square Launches $41.85 Million DST for Newly Constructed Townhome Community Near Orlando
The offering seeks to raise $41.85 million in equity from accredited investors.
CIM Group Closes $154 Million in Hotel Loans on Three Properties Continuing Hospitality Industry Focus
These significant loans are representative of CIM Group’s ongoing focus on the hospitality industry which includes select-service and extended stay properties in addition to the full-service sector.
Nontraded BDC Fundraising Falls, Returns Rally in Q4 2025
Of all 22 open nontraded BDCs tracked by Blue Vault, 10 reported distributions exceeding the average of 9.15%.
Recent News
Capital Square Fully Subscribes Build-for-Rent DST Offering Near Miami’s Hard Rock Stadium
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, today announced that...
Bluerock Value Exchange Announces More Than $3.4 Million in Special Distributions to Investors Across Multiple DST Programs
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a leading national sponsor of 1031 exchange and Delaware Statutory Trust (DST) programs since 2005, today announced...
Blue Vault Publishes First Fourteen Q4 2025 Nontraded BDC Performance Reports
Blue Vault published the following fourteen Individual Performance Reports (IPPs). There will be a total of 24 reports for Q4 2025. Nontraded BDCs AB Private Lending Fund Q4...
ExchangeRight Appoints Scott Dixon as Senior Vice President of the Pacific Northwest Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the appointment of Scott Dixon as...
Streaming Wars And Market Moves: Event-Driven Investing Back In Focus
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Is it the deal that defines 2026? Netflix’s bid to acquire the...
Blue Vault Completes Publication of Interval Fund, Tender Offer Fund Performance Reports for Period Ending December 31, 2025
Blue Vault has published the following Individual Performance Reports (first-time reports are noted in orange font, newly published reports are in bold font): Interval Funds...
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Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Unlocking the Power of an Advisor Hub: Why Educational Content Matters
An advisor hub is a centralized repository where advisors can access all the resources they need without searching through emails, contacting a wholesaler, or navigating a complex website.
Inland & Devon Announce Completion of New Class-A Self-Storage Redevelopment in New Jersey
The Camden redevelopment marks the 19th Inland Investments-Devon project delivered on behalf of investors in private offerings comprised of self-storage assets in diverse markets throughout the nation.
Concorde Promotes Sydney Hockaday to Managing Director of Marketing
Prior to her tenure at Concorde, Hockaday served as vice president of marketing at Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments.
Madison Capital Group Names Matt McCoy President of Madison Commercial
McCoy brings more than 25 years of real estate capital markets experience spanning more than $15 billion in equity, debt and advisory transactions.
Inland Investments Expands Advisor Support Through SEI Access Platform
Since inception, Inland Investments and its affiliates have completed 661 real estate investment programs serving more than 490,000 investors across all commercial real estate sectors.
Based on the open and active nontraded BDCs tracked by Blue Vault, which offering had the highest, or least optimal, YTD 2025 net investment income payout ratio as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Comparing Alts 1.0 to Alts 2.0
In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.











