Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.
Smart Use of Tools & Automation: Marketing With a Lean Team
Cherie Fournier and Alise Lucero share insights on using automation tools to maximize efficiency, expand reach, and support sustainable marketing for small teams.
Strategic Outsourcing: Marketing with a Lean Team
Cherie Fournier and Alise Lucero of Marketing Intent share insights on which marketing functions sponsors should outsource when in-house expertise is limited, and how to choose the right partners.
In the first half of 2025, Blackstone Private Credit Fund raised the most capital of the nontraded BDCs tracked by Blue Vault. Which nontraded BDC was the second-largest fundraiser?
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Recent News
Inland Acquiring Majority Interest in Devon Self Storage Business
Inland Real Estate The Inland Real Estate Group of Companies, Inc., one of the nation’s largest commercial real estate and finance groups, announced an agreement for Inland...
Are Alts a Good Strategy for My Client? Find Out at Alts Summit 2024!
Johnathan Rickman | Blue Vault With 60/40 portfolios beholden to market movements and the current high-rate environment, financial advisors are looking for new ways to...
Capital Square Delivers 146.60% Total Return* to Investors in California Retail DST
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Collecting Intent Signals From Financial Advisors
Marketing Intent In the dynamic world of alternative investments, understanding financial advisors’ intentions can be the key to success. Are you paying attention to the...
Blue Vault’s Research Coverage of Interval Funds
James Sprow | Blue Vault Blue Vault’s Interval Fund Research Blue Vault currently provides research reports on all interval funds of significant portfolio size, usually a...
Blue Vault Q3 2023 Individual Performance Page Update 01-08-2024
All Q3 2023 NTR Individual Performance Reports are now available for Blue Vault members to view (newly published pages are in bold font): American Healthcare REIT Q3 2023...
More articles…
How does Leitbox Storage Partners find a suitable site for their 5th Generation Self Storage development?
How does Leitbox Storage Partners find a suitable site for their 5th Generation Self Storage development?…
Three key considerations for a successful turnaround
Three key considerations for a successful turnaround August 6, 2021 | Ginny Housum Ginny Housum, senior vice president and workout specialist at UMB Bank, was recently recognized by the Turnaround Management Association (TMA) Minnesota for her work as trustee on a...
Real estate powers Blackstone’s best quarter ever
Blackstone reported a blockbuster third-quarter this week — the best in its 36-year history. Earnings more than doubled year-over-year…
Inland Private Capital Corporation Delivers 219% Return to Investors with the Sale of a Three Property Multifamily Portfolio
The three asset sales, in aggregate, resulted in a total return to the investors of 219 percent…
Blue Vault Announces Release of Phase VI of the Database
Blue Vault is pleased to release “Phase Six” of the industry’s first-ever, searchable, filterable alternative investments database. Phase Six includes data on Nontraded Preferred Shares.
Advisors Are Open to Increasing Alternative Allocations, But Barriers Remain
Advisors Are Open to Increasing Alternative Allocations, But Barriers Remain October 26, 2021 | Cerulli Associates Advisors recognize the benefits of allocating to alternative investments; however, barriers remain to their use, according to Cerulli’s latest white...
Angela Barbera: Single Family Rental as an Allocation
Angela Barbera discusses increased acceptance of Single Family Rental as an asset class in this excerpt from the webinar, “Three Defining Moments…
Angela Barbera and Brian Mitts: America Migrates
Angela Barbera and Brian Mitts discuss demand drivers in the Single Family Rental space in this excerpt from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.
Angela Barbera and Brian Mitts: Single Family Rentals-The Defining Moment
Angela Barbera and Brian Mitts discuss the Great Recession’s impact on the Single Family Rental asset class in this except from the webinar, “Three Defining Moments for the Single-Family Rental Sector”.
Brian Mitts: An Argument for Single Family Rental
Brian Mitts talks about how the Single Family Rental sector is different today in this excerpt from the webinar, “Three Defining Moments…











