Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Making Your Marketing Tech Stack Work Smarter, Not Harder
In alternative investments, where relationships and education matter, technology should simplify workflows and surface insight—not add complexity.
Year-to-date through October 31, 2025, and based on most current filings, which tender offer fund tracked by Blue Vault had the highest historical distribution rate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Bluerock Value Exchange Launches $60 Million 1031 Exchange BR Diversified Industrial Portfolio 7 DST
DIP 7 represents BVEX’s 45th individual DST program, and seventh sequential industrial-focused DST program.
Essential Income REIT’s Net Asset Value Per Share Increases in Q4 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and has grown five times since its 2019 launch and throughout multiple periods of economic volatility.
Recent News
Eagle Point Closes $30 Million Financing with Circular Services
Eagle Point Credit Management Eagle Point Credit Management LLC (“Eagle Point”), an innovative private credit investment manager, today announced that it has provided $30...
$65.9 Million Net-Leased Portfolio 70 DST Fully Subscribed, Strengthening Essential Income REIT Pipeline
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased Portfolio 70 DST, reflecting continued demand for the company’s historically...
Evolution of an Asset Class: The Case for CLO BB Debt Today
XA Investments In recent years, the landscape of Collateralized Loan Obligation (CLO) BB-rated debt has undergone a quiet but profound transformation. Once viewed as niche...
Bluerock Private Real Estate Fund Announces a Switch to Monthly Distributions and an Increased Distribution Rate
Bluerock Bluerock Private Real Estate Fund (“BPRE” or the “Fund”) — formerly the Bluerock Total Income+ Real Estate Fund — today announced that it...
The Advisor Journey: From Curiosity to Commitment
Marketing Intent Capturing the attention of financial advisors isn’t accidental, it’s intentional. In the alts space, where opportunity and complexity intersect, influencing...
GSREIT Now Available on iCapital Marketplace
Greenwood Star Greenwood Star Holdings (“Greenwood Star”), a vertically integrated real estate company specializing in the acquisition, management, and...
More articles…
Based on the nontraded BDCs that Blue Vault tracks, how many were open and actively raising capital as of March 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
KKR and Capital Group Further Exclusive Strategic Partnership; Capital Group Files for First Public-Private Equity Fund
Capital Group KKR U.S. Equity+ is expected to launch in the U.S. in early 2026, blending public and private equity investing, pending regulatory approval.
LRT Company Fully Subscribes $17 Million All-Cash DST Offering Near Hilton Head Island
The all-cash DST will support the development of a 154-unit assisted living and memory care community.
iCapital® and Boreal Capital Management Entities Announce Global Partnership to Expand Access to Alternative Investments
Boreal Capital Management Entities appoint iCapital as a strategic global partner for alternative investments, enhancing cross-border client solutions.
Top-Tier Performance: ExchangeRight’s Essential Income REIT Continues Consistent Coverage of Distributions From Operations
In Q1 2025, the Essential Income REIT experienced one of the five lowest redemption rates, with redemptions totaling 1.51% of weighted average shares outstanding.
Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault has tracked performance data for nontraded BDCs since 2009. Based on the funds we have covered over the years, how much gross capital has the nontraded BDC industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
J.P. Morgan Asset Management Strengthens Canadian Market Presence with New ETF Launch
The ETF works to outperform the MSCI World Index, delivering superior growth and free cash flow yield with similar to lower valuation versus the benchmark, while effectively managing risks across sectors and regions.
Guide the Journey or Rush the Sale
When advisors feel like they’re part of your journey, they’re much more likely to stick around for the long haul.
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.











