Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
The End of Blind Faith: The New Fundraising Reality Below the Mega Managers
Blind faith is no longer a fundraising strategy. Transparency, alignment, and a defined path to liquidity are. The sponsors who understand that are already competing on it. Leitbox intends to keep doing storage differently.
T. Rowe Price Goldman Sachs Private Markets Fund Debuts
T. Rowe Price and Goldman Sachs Asset Management have launched a new interval fund designed to provide investors with diversified access to private markets through a single professionally managed portfolio.
ExchangeRight Fully Subscribes $15.38 Million Essential Income 8 DST as Investors Seek Defined Path to the Essential Income REIT
After approximately two years, Essential Income 8 DST is structured to provide investors a tax-deferred exit via 721 exchange into the Essential Income REIT
Three Industry Leaders Expand Retail Access to Private Markets
Vanguard, Blackstone, and Wellington have introduced new interval and tender offer funds, highlighting the continued expansion of private market access for wealth advisors.
Recent News
ExchangeRight REIT Increases Credit Facility, More Than Tripling Lender Commitments
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced that the committed capacity for the Essential...
Blue Vault Q4 2025 Nontraded REIT Performance Reports April 20th Update
Thirty-five of the forty Q4 Nontraded REIT Individual Performance Report pages are now available, as well as a limited selection of data points for three funds with limited...
Madison Capital Group Fully Subscribes Fresh Stop Texas DST
Madison Capital Group Madison Capital Group, a Charlotte-based real estate investment firm, announced today that its latest regulation D private placement offering, Fresh...
How to Address Client Concerns About Semi-Liquid, Credit-Focused Funds
Johnathan Rickman | Blue Vault Are your clients asking you about private credit? Many of them probably read the same headlines as you and might be expressing concerns about...
Structured Investments in 2026
CAIS Explore structured investments in 2026, including key trends, market growth, note structures, and portfolio applications to help advisors navigate income, growth, and...
Are Gaps in Your Pardot Salesforce Integration Creating a Blind Spot for Sales?
Marketing Intent Are you unintentionally creating a blind spot for your sales team? If your firm is using Pardot and Salesforce, but advisor engagement is not flowing...
More articles…
Eagle Point’s Defensive Income Strategy Celebrates Fifth Anniversary with Over $5 Billion in AUM
Since launching the strategy in 2020, Eagle Point has originated and invested in over $8 billion of portfolio debt securities.
National Property REIT Corp., a Prospect Capital Corporation Portfolio Company, Exits Crown Point Property with a 19.1% IRR and 2.6x Cash-on-Cash Multiple
The sale achieved a 19.1% internal rate of return and a 2.6x cash-on-cash multiple on the investment.
iCapital® Makes Strategic Investment in LYNK Markets, Partners to Scale Adoption of Alternatives Globally Through Private Alternative Investment Fund Notes
Strategic investment reinforces iCapital’s global commitment to expanding access and distribution of alternative fund strategies, partnership will have initial focus on the Latin American wealth channel.
Billions, Bottles, And Banksy: The New Wave Of Collectible Investing Platforms
In the past, investing in collectibles required finding an auction house or maintaining the right connections to private dealers. Technology is changing that experience.
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI introduces streamlined implementation model and scalable platform for community banks and trust companies.
Citizen Energy Ventures Launches $20 Million Oil & Gas Drilling Fund Focused on Anadarko Basin
The launch marks Citizen Energy Ventures’ entry into the retail private placement marketplace.
Based on Blue Vault’s current coverage of interval funds, how many of them are focused primarily on real estate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
ExchangeRight Grows REIT Pipeline with Full Subscription of All-Cash 13 DST
Net-Leased All-Cash 13 DST is a closed offering and is not accepting new investors.
Based on the universe of tender offer funds tracked by Blue Vault — and on the most recent filings — how much did the tender offer funds industry raise in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Why Choose a REIT Over Other Investment Vehicles?
In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right fit.











