Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
SEI Reports Fourth-Quarter 2025 Financial Results
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
As of September 30, 2025, which nontraded REIT tracked by Blue Vault had the most assets under management?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
Many DST investors chose to retain this high-performing property and obtain other REIT benefits by participating in the UPREIT transaction.
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Recent News
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return in the third quarter of 2025?
Answer: Based on the nontraded BDCs tracked by Blue Vault, NexPoint Capital Inc. had the highest quarterly return of 3.88% in the third quarter of 2025. Discover...
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Answer: Based on the interval funds tracked by Blue Vault, City National Rochdale Strategic Credit Fund had the highest distribution rate of 21.92% in the first half of...
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Johnathan Rickman | Blue Vault Wealth advisors have a lot on their plate, with time for conducting research in rare supply. As more investors pivot their portfolios to...
Building Strong Marketing Foundations for Alternative Investments
Marketing Intent In this industry, where sophisticated strategies and complex structures often define processes, the most effective fund marketing still rests on a handful...
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
iCapital iCapital1, the global fintech company shaping the future of investing, today announced the opening of its first office in the Middle East in Abu Dhabi within ADGM,...
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group CIM Group announced today that it has been named Infrastructure Manager of the Year by Insurance Investor at the publication’s North American Awards ceremony held...
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Blue Vault Begins Publishing Q2 2025 Nontraded BDC Performance Reports
Nineteen Q2 2025 Nontraded BDC reports are now available for members. Track BDC performance with Blue Vault’s Individual Performance Pages.
Short Videos, Big Impact: Why Less Really is More in Advisor Marketing
If your current approach feels overly text-heavy or buried in technical documents, now is the time to evolve.
ExchangeRight Secures 50 Lease Renewals and Sustains 100% Rent Collection for its Essential Income REIT
This strong asset management resulted in a net lease occupancy rate of 99.86% as of June 30, 2025, among the highest in the net lease sector.
Blue Vault Publishes 5-31-2025 Interval Fund Performance Reports
Blue Vault added two May 31, 2025 Interval Fund Performance Pages to its research catalog.
Bluerock Value Exchange Fully Subscribes $36.7 Million Diversified Industrial Portfolio V DST
The DST program also provides investors with multiple options upon a future exit strategy event including 721 exchange (UPREIT) or subsequent 1031 exchange / cash out optionality.
Since 2015, which year did the nontraded REITs tracked by Blue Vault have the highest average and median distribution rates?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
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