Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
From Complex to Compelling: How to Communicate Returns Advisors Understand
Your job as a sponsor is to help wealth advisors connect the dots between your sophisticated structure and their client’s experience.
CIM Group Closes $93.1 Million Loan to DivcoWest for Acquisition of 399 Boylston, 245,000-Square-Foot Class A Office and Retail Building in Boston’s Back Bay
Through its CIM Real Estate Debt Solutions business, CIM Group applies its broad experience as an owner, operator, and developer of high quality commercial real estate to its lending strategy and believes this helps differentiate the company from many other debt providers.
iCapital® Deploys Distributed Ledger Technology to Streamline Alternative Investment Onboarding and Pre-Trade Processing
Morgan Stanley Wealth Management will leverage iCapital’s blockchain-powered technology to standardize trade workflows and enhance data transparency for subscription onboarding of alternative investment funds.
As of June 30, 2025, Blue Vault’s research included coverage of 87 interval funds. Of those, which fund had the highest average distribution rate?
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Recent News
Can a ‘financial X-ray’ help advisors address client financial literacy?
David Kitai | Wealth Professional Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of...
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...
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Advisor Group Selects CAIS for Alternative Investment Access and Education
Advisor Group Selects CAIS for Alternative Investment Access and Education May 5, 2022 | CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced its selection by Advisor Group to provide a platform solution for...
Non-Traded REITs Are On An Apartment Buying Tear
Non-traded REITS bought more multifamily assets than ever in 2021, at a time when record amounts of capital have flooded the space…
Gladstone Commercial Announces $19.3 Million Industrial Portfolio Acquisition
On May 4, 2022, Gladstone Commercial Corporation (NASDAQ:GOOD) acquired a 260,719 square foot, two-property, industrial portfolio…
Marketing Intent’s Website Gets a “Glow Up”
Marketing Intent’s Website Gets a “Glow Up” May 5, 2022 | Marketing Intent With over 15 years marketing alternative investments, Marketing Intent assists Asset Managers & Financial Advisors by generating sales activity through marketing. Check...
Which three nontraded REITs have changed their names in the past year?
Which three nontraded REITs have changed their names in the past year? Answer: Ares Industrial REIT was formerly Black Creek Industrial REIT IV, Ares Real Estate Income Trust was formerly Black Creek Diversified Property Trust, and Brookfield REIT was formerly Oaktree...
2021 tax time has passed – let’s get ready for next year’s tax season!
The Good Friday holiday extended this year’s tax filing deadline from April 15 to April 18, but now that day, too, has come and gone…
Self-Storage Rents Drive Sector Growth as Occupancy Softens from Record Highs
U.S. self-storage real estate investment trusts reported strong rental rate growth in the first quarter of 2022, even as occupancy…
ExchangeRight Fully Subscribes $91 Million, 24-Property Net-Leased Portfolio
ExchangeRight, one of the nation’s leaders in diversified real estate investments and strategies, has fully subscribed its $91 million Net-Leased Portfolio 51 DST offering…
Capital Square Acquires Class A Multifamily Community in Houston for DST Offering
The acquisition is on behalf of a Delaware statutory trust investment offering that seeks to raise
$56.5 million in equity from accredited investors…
SmartStop Asset Management Buys Self-Storage Facility in Vancouver, WA for $25MM
JLL Capital Markets announced today it has closed Vancouver Self Storage, a 1,134-unit, all climate-controlled self-storage facility…











