Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation
Board appoints Independent Director Carl A. Guarino as Chairman as part of planned transition
Eagle Point Closes $30 Million Financing with Circular Services
The tailored financing reflects Eagle Point’s disciplined underwriting, focus on strong asset coverage and commitment to designing capital solutions that enhance long-term value creation for investors.
$65.9 Million Net-Leased Portfolio 70 DST Fully Subscribed, Strengthening Essential Income REIT Pipeline
The portfolio comprises 15 long-term net-leased properties diversified across 14 markets in 11 states and 198,723 square feet.
Evolution of an Asset Class: The Case for CLO BB Debt Today
The coming of age of CLO BB debt signals not just a change in perception, but a redefinition of risk, return, and opportunity in this corner of the structured credit markets.
Recent News
Based on the open and active nontraded BDCs tracked by Blue Vault, which offering had the highest, or least optimal, YTD 2025 net investment income payout ratio as of June 30, 2025?
Answer: Based on the open and active nontraded BDCs tracked by Blue Vault, BlackRock Private Credit Fund’s YTD 2025 net investment income payout ratio was the highest, or...
Comparing Alts 1.0 to Alts 2.0
Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors...
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
ExchangeRight ExchangeRight has announced that the company has made a bonus distribution to certain investors in the Essential Income REIT’s Class ER shares as a result of...
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
Answer: As of June 30, 2025, the nontraded BDC industry had $212.2 billion in assets under management based on Blue Vault’s coverage of nontraded BDCs. Discover...
Educational Content Outshines
Marketing Intent Within the alternative investments space, the instinct to lead with a product instead of educational content is strong. After all, considerable expertise...
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
CIM Group CIM Group announced today that Joseph Shanley, a highly accomplished leader in real estate finance and investments, has joined as Managing Director in an ongoing...
More articles…
ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight Managing Partner Joshua Ungerecht explains “How necessity-based real estate protects investors amid economic uncertainty.”
Blue Vault Q1 2025 Full Nontraded BDC Industry Review is Published
The Q1 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The full review looks at industry statistics such as total assets, historical capital raise, median total returns, and much more.
Blue Vault Nontraded REIT Q1 2025 Page Update 6-5-2025
Thirty-seven Nontraded REIT Performance Reports are now available. Be sure to check back soon for the release of our NTR Industry Review.
Blackstone REIT has dominated the nontraded REIT sector in capital raising ($902.2 million in the fourth quarter of 2024) ever since it was introduced in late 2016. Which firm is currently second?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Cove Capital Investments Announces It Has Fully Subscribed Its NorthPark Shopping Center Opportunity 78 Delaware Statutory Trust Offering in Monticello, AR
Cove Capital successfully raised $9.1 million from accredited investors to fully subscribe this 100% debt-free DST offering.
As of December 31, 2024, what was the average distribution yield for all nontraded BDCs tracked by Blue Vault?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Starwood Capital Group Closes Private-Credit Focused Vehicles at Total Valuation of $2.86 Billion
The successful completion of these fundraises mark a significant milestone in the continued expansion of Starwood Capital’s global real estate credit business.
Leitbox Storage Partners Appoints Ronan Burke as Head of Capital Markets
Burke will lead the next phase of Leitbox’s capital platform growth in his new role, integrating the firm’s multi-channel capital strategy into a unified and scalable framework.
Blue Vault Nontraded REIT Q1 2025 Page Update
Twenty-four Nontraded REIT Performance Reports are now available. Stay tuned for the latest updates.
Barrier Signals in Conversations
Barrier signals are the subtle (or not-so-subtle) cues that advisors and potential investors give when they lose interest or face an obstacle in their decision-making process.











