Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault’s performance data includes research on 12 equity-focused interval funds. Which fund had the highest average distribution rate based on most recent fillings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Since 2015, which year did tender offer funds tracked by Blue Vault exhibit the lowest average debt-to-total-assets ratio?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Publishes Fourteen Q2 2025 NTR Performance Reports
Blue Vault will publish 36 Nontraded REIT Individual Performance Pages for Q2 2025.
Blue Vault Begins Publishing Q2 2025 Nontraded BDC Performance Reports
Nineteen Q2 2025 Nontraded BDC reports are now available for members. Track BDC performance with Blue Vault’s Individual Performance Pages.
Recent News
NexPoint Launches NexPoint Semiconductor Manufacturing DST Offering
NexPoint, an alternative investment firm with $16.6 billion in assets under management, today announced the launch (the “Offering”) of NexPoint Semiconductor...
Smartstop-Backed SSGT Adds $19.5m Self-Storage Facility to Portfolio
Venkatesh Jartarkar | Investing.com Strategic Storage Growth Trust III (SSGT), a private real estate investment trust sponsored by H. Michael Schwartz-led SmartStop Self...
NAV REITs Report Small Negative Median Total Returns for September
James Sprow | Blue Vault The median monthly total return for sixteen continuously offered nontraded REIT programs (“NAV REITs”) was negative 0.02% in September, compared to...
CIM Real Assets & Credit Fund Announces 21% Increase in Distribution Rate
CIM Group CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends representing an...
Goldman Marks Down Commercial Real Estate Portfolios
Jake Mooney | S&P Global Market Intelligence Goldman Sachs Group Inc. has marked down or impaired its office-related commercial real estate exposures across both equity...
Manageable debt, quality assets cushion US public office REITs against headwinds
S&P Global Market Intelligence The manageable debt and quality assets are cushioning listed office real estate investment trusts in the US against the elevated interest...
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Phillips Edison & Company Executes One-For-Three Reverse Stock Split
Phillips Edison & Company, Inc. (“PECO”), an internally-managed real estate investment trust (“REIT”) and one of…
Inside the V(ALT), with Amy Small
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Clip: Human Element in Fraud
In this clip from Inside the V(ALT), Amy Small talks abut the unwitting role people play in fraud.
Clip: Fraud
In this clip from Inside the V(ALT), Amy Small cites examples of the types of fraud commonly encountered by people and businesses today.
Clip: Who is UMB Bank?
In this clip from Inside the V(ALT), Amy Small reviews UMB Bank’s history, services, and milestones.
What percentage of selling commissions, dealer manager fees and offering expenses will be paid by the advisor without reimbursement in the offering by Cottonwood Communities?
Answer: Cottonwood Residential II, the sponsor of Cottonwood Communities, Inc. (a REIT) will pay 100% of those fees and offering expenses…
CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge
CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all…
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
iCapital Network1, the leading global financial technology platform driving access and efficiency in…
Industry Veteran Gene Sullivan Joins Pacific Oak Capital Markets Group as Senior Regional Vice President
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial industry veteran…
According to Real Capital Analytics, where did Sealy & Company rank among active private real estate investing firms in 2020?
Answer: Qualified as the nation’s fourth-most active private real estate investing firm of 2020 by Real Capital Analytics, Sealy & Company makes strides in…











