Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.
Eagle Point Credit Management Hires Greg Lindsey as Managing Director, Client and Partner Solutions
In this role, Mr. Lindsey will be responsible for leading institutional business development efforts in the US Western Territory, cultivating and deepening the firm’s relationships in the region.
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Recent News
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Blue Vault Publishes Q4 2023 Nontraded REIT Industry Review
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Staying Ahead Of The Marketing Curve
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Blue Vault Publishes Q4 2023 Nontraded BDC Industry Review
The Q4 2023 Nontraded BDC Industry Review is now available. The Review includes 22 Individual Performance Pages (IPPs) covering the following BDCs (bold font indicates newly...
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ExchangeRight Exits the Multifamily Market
ExchangeRight has brought its sixth and final multifamily offering full cycle, generating total returns of 154.48% including return of…
November 2021 Nontraded REIT Sales Up 5.2% from October
Blue Vault received November sales totals for nine nontraded REIT program offerings as of December 9, 2021. Sales reported…
Interval Funds in the Blue Vault Database
The Blue Vault Database gives subscribers over 350 different potential data points for each of the 56 interval funds listed…
Clip: The Right Investment Manager is Crucial to Success
Watch Jeb Bashaw talk about evaluating asset managers in this clip from Why Advisors Use Alts Series 1: Real Investing Strategies from a Real Advisor.
Clip: None Old and Bold
Watch Jeb Bashaw talk about the secret to advisors’ success in this clip from Why Advisors Use Alts Series 1: Real Investing Strategies from a Real Advisor.
Clip: The Illiquidity Premium
Watch Jeb Bashaw and Jeff Kremin discuss some advisors’ objection to alts.
Bluerock Capital Markets’ Strong Inflows Continue with a Record $334 Million of New Equity in November and Record Capital Inflows Across Entire Product Suite
Bluerock Capital Markets, LLC (“BCM” or “Company”), a distributor of institutional alternative investment products and the dedicated dealer…
Jeb Bashaw and Jeff Kremin: The Illiquidity Premium
Jeb Bashaw talks about the Illiquidity Premium in this clip from the “Why Advisors Use Alts” webinar.
Jeb Bashaw: The Right Investment Manager is Crucial to Success
Jeb Bashaw talks about the importance of using the right asset managers in this clip from the “Why Advisors Use Alts” webinar.
Jeb Bashaw: None Old and Bold
Hear from Jeb Bashaw in this clip from the “Why Advisors Use Alts” webinar.
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