Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Inland Investments Appoints Andrew Barnum as Managing Director, Product Strategy
Mr. Barnum will report to Matthew Fries, CEO and President of Inland Investments.
Recent News
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...
Capital Square’s The Nickel Hotel Wins 2026 CoStar Impact Award for Charleston Commercial Development of the Year
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, announced today that...
Blue Vault Q4 2025 Nontraded REIT Performance Reports Update
Blue Vault released additional Nontraded REIT Individual Performance Report pages today. Reports released since the April 10th announcement are in bold font. Orange font...
Bluerock Homes Trust (BHM) Announces Second Quarter Dividends on Series A Preferred Stock and Series B Preferred Stock
Bluerock Bluerock Homes Trust, Inc. (NYSE American: BHM) (the “Company”) today announced that its Board of Directors has authorized and the Company has declared...
More articles…
Driving Growth with Unified Marketing and Sales Messaging
Even minor inconsistencies between what marketing conveys and what your sales team communicates can reverberate throughout client interactions.
SEI Increases Stock Share Repurchase Program by $650 Million
The move increases the available authorization under the program to approximately $773.2 million.
Alts & Answers: Awakening Wealth Advisors to Private Market Possibilities
As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
Essential Income 4 DST Fully Subscribed, Providing Accelerated Access to the Essential Income REIT
Essential Income 4 DST is a closed offering and is not accepting new investors.
Capital Square Launches Leveraged DST Offering of Build-for-Rent Townhome Community Near Miami Dolphins’ Hard Rock Stadium
The DST seeks to raise equity from accredited investors and has a minimum investment requirement of $50,000.
Of all the nontraded REITs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Apollo Names Bert Crouch Head of Real Estate Equity
Crouch brings more than 20 years of real estate investment and portfolio management experience across equity and credit, with a focus on thematic, high conviction strategies across the capital structure.
Preferred Stock Part Two: The NexPoint Example
NexPoint Diversified Real Estate Trust, a listed REIT, has both a listed and a nontraded preferred stock option that offer investors different avenues for investing in the REIT.
Of all the nontraded BDCs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Your Market Perspective Can’t Wait
In this fast-paced space, timing is crucial, and sharing your market perspective at the right moment can make all the difference.










