Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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When Evaluating a DST, What Do You Know About How It May Exit?
Blue Vault data shows that 53.8% of open DSTs with a populated exit type reference a 721-related exit. Advisors should examine the specific classification, offering provisions and potential outcome rather than treating every 721 reference as equivalent.
Fed Raises Target Rate by 25 Basis Points
The Federal Reserve raised its target rate by 25 basis points to 3.75%–4.00%, creating different considerations across alternative-investment strategies.
DST Exit Due-Diligence Checklist
A DST’s stated exit can affect what the investor may own, when liquidity could become available and who controls the final decision.
North Haven Private Income Fund Prorates Repurchases for Third Consecutive Quarter
North Haven Private Income Fund has disclosed the results of its latest repurchase offer, providing new insight into current shareholder liquidity demand—and how much of that demand originated in prior quarters.
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Recent News
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Operational efficiency continues to be a major focus across alternative investments, particularly as advisors allocate to a broader range of private market solutions. Kelly...
Expect More Scrutiny of Continuation Vehicles
The continued growth of continuation vehicles is bringing renewed attention from regulators, highlighting the importance of transparency and due diligence in private market...
InvenTrust Reports Higher FFO as Sun Belt Acquisition Activity Accelerates
InvenTrust Properties Corp.(NYSE: IVT), a publicly traded grocery-anchored retail REIT that formerly operated as a nontraded REIT, reported higher funds from operations and...
Capital Square Launches $42.95 Million Multifamily DST Near Richmond
Capital Square has launched a $42.95 million Delaware statutory trust offering backed by a 255-unit apartment community in Midlothian, Virginia, a suburb of Richmond. CS1031...
Bluerock Expands Wealth Distribution Team with Three Senior Hires
Bluerock has expanded its national wealth distribution team with the appointment of three senior regional vice presidents at Bluerock Capital Markets, the alternative asset...
Five Questions Every Investor Should Ask Before Investing in a Delaware Statutory Trust
A recent article in Kiplinger reminds investors that while Delaware Statutory Trusts (DSTs) can be effective tools for completing 1031 exchanges and transitioning from...
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SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
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!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Unlocking the Power of an Advisor Hub: Why Educational Content Matters
An advisor hub is a centralized repository where advisors can access all the resources they need without searching through emails, contacting a wholesaler, or navigating a complex website.
Inland & Devon Announce Completion of New Class-A Self-Storage Redevelopment in New Jersey
The Camden redevelopment marks the 19th Inland Investments-Devon project delivered on behalf of investors in private offerings comprised of self-storage assets in diverse markets throughout the nation.
Concorde Promotes Sydney Hockaday to Managing Director of Marketing
Prior to her tenure at Concorde, Hockaday served as vice president of marketing at Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments.
Madison Capital Group Names Matt McCoy President of Madison Commercial
McCoy brings more than 25 years of real estate capital markets experience spanning more than $15 billion in equity, debt and advisory transactions.
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