Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
ExchangeRight Fully Subscribes $90.67 Million Net-Leased Portfolio 73 DST
The fully subscribed offering is part of ExchangeRight’s Essential Income DST series.
Blue Vault Publishes April 30, 2026 Interval and Tender Offer Fund Reports
Blue Vault is your source for alternative investment performance data
Recent News
SEI Launches Digital Onboarding Solution for Collective Investment Trusts
SEI SEI® (NASDAQ:SEIC) today announced the launch of SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust (CIT) onboarding experience that...
CIM Group Closes $154 Million Loan to Refinance MiamiCentral Office Towers
CIM Group CIM Group announced today that its CIM Real Estate Debt Solutions business, on behalf of a CIM-managed fund, closed a $154 million whole loan to refinance 2 and 3...
ExchangeRight Welcomes Matthew Ferguson as Senior Vice President of 1031 and 721 Solutions
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, welcomes Matthew Ferguson as Senior Vice President of 1031 and...
Blue Vault Begins Publishing Q4 2025 Nontraded REIT Performance Reports
Blue Vault is launching 40 Nontraded REIT Individual Performance Reports (IPPs) for Q4 2025. Featured below are the first 9 releases, including two newly covered REITs,...
Blue Vault Publishes All Q4 2025 Nontraded BDC Individual Performance Reports
Blue Vault published an additional ten Individual Performance Reports (IPPs) today, completing the release of all twenty-four Q4 2025 reports (newly published reports are in...
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Marketing Intent Do you know where many advisors begin their due diligence? It is usually not with a meeting. It is not with a pitch deck. And it is often not with a...
More articles…
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Why Choose a REIT Over Other Investment Vehicles?
As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and long-term wealth protection.
It’s Not Just One Number: How Advisors Should Evaluate REITs
Evaluating REITs requires more than one financial indicator. Warren Thomas shares how a combination of key metrics provides a fuller, more accurate view of a REIT’s true strength and performance.
Of the nontraded BDCs tracked by Blue Vault, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest (and identical) annual management fee in Q2 2025. What was their fee?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
Global strategic partnership will enable operational efficiency and reduce replication.
Eagle Point and Apple Bank Establish Newton Commercial Finance, a New Platform for Infrastructure Project and Equipment Financing
Newton was founded on a disciplined and selective approach to equipment finance, with a mandate centered on essential-use assets backed by strong collateral values.
ExchangeRight All-Cash 14 DST Fully Subscribed, Expanding Essential Income REIT Pipeline
Net-Leased All-Cash 14 DST is a closed offering and is not accepting new investors.
SEI Appoints Chief Revenue Officer for U.S. Private Banking Business
Langdale will oversee sales and client service.
Ares Management Acquires Stake in Diversified U.S. Energy Portfolio from EDPR
The total estimated enterprise value for 100% of the portfolio amounts to approximately $2.9 billion.
Smart Marketing for Alts Firms
Marketing alternative investments requires more than technical precision. It calls for foresight, clarity, a steady rhythm of communication, and smart marketing.










