Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Blackstone Agrees to Buy Tricon Residential for $3.5B, Take Company Private
Taylor Williams | Rebusiness Online Affiliates of Blackstone (NYSE: BX) have entered into an agreement to acquire Tricon Residential (NYSE: TCN) for $3.5 billion in a deal...
Leitbox – ‘All-Time Highs’ – Warning
Bill Leitner | Leitbox Storage Partners The phrase ‘all-time high’ often evokes a sense of achievement and success, particularly in the realms of economics and finance....
Morningstar To Use iCapital to Help Advisors Access Alternatives
David Bodamer | Wealth Management Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and...
CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of CAIS Live, a new alts education program which...
Blackstone and Brookfield Real Estate Income Trusts Post Their Worst Annual Performances
Andria Cheng | CoStar News Two funds controlled by a couple of the world’s largest real estate investors, Blackstone Real Estate Income Trust and Brookfield Real...
NexPoint Launches Life Sciences III DST Offering for CDMO Manufacturing Property in Minnesota
NexPoint NexPoint, a multibillion-dollar alternative investment firm1, announced the launch of NexPoint Life Sciences III DST, a Delaware Statutory Trust (the “DST”), which...
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Kirk Montgomery: Family Offices Moving Toward Alts
In this clip from Inside the V(ALT), Kirk Montgomery explores the evolution of family offices and alternative investments.
Kirk Montgomery: Advisors’ Alts Use More Sophisticated Today
In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the industry.
Clip: Family Offices Moving Toward Alts
In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the industry.
Clip: Advisors’ Alts Use More Sophisticated Today
In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the industry.
Clip: Family Offices
In this clip from Inside the V(ALT), Kirk Montgomery defines the family office and the services it provides to clients.
REIT earnings recovery accelerated in the second quarter of 2021: Nariet
The commercial real estate industry is heading toward pandemic recovery, according to data provided by the National Association of Real Estate Investment Trusts…
How One Industrial Fund Is Targeting a Wider Investor Base
With the outlook for industrial real estate remaining as bright as ever, it seems every day brings an announcement of a new…
Randy Anderson: Yield is Hard to Come By
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July 2021 Nontraded REIT Capital Raise Decreases 9.2% for Reporting Offerings
Blue Vault received June sales totals for 10 effective nontraded REIT program offerings as of August 10, 2021. Sales reported by those 10 NTRs totaled…
The Top US Industrial Markets for H1 2021
Los Angeles and the Inland Empire of Southern California are the top US industrial markets for the first half of…










