Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Why an Advisor’s First Impression Happens Before Your Sales Team Gets Involved
In alternative investments, where trust, clarity, and credibility are essential, advisors are constantly interpreting what your materials say about your firm—often in just a few seconds.
iCapital® and LYNK Markets Launch Inaugural Private ETN Offering with Pantheon to Expand Eligible Access to Private Markets
The partnership provides Latin American advisors and their clients with a security-based approach to private equity investing, supported by more efficient onboarding and reporting processes.
Blue Vault Publishes Interval Fund, Tender Offer Fund Performance Reports for January – February 2026
Blue Vault added four new interval funds to its research catalog. Don’t miss out – become a member today!
Apollo Funds Acquire Majority Stake in Noble Environmental, Inc.
The investment supports Noble Environmental’s vertically integrated regional waste management platform serving the Northeast, Mid-Atlantic and Midwest United States.
Recent News
Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, what was the average redemption rate for private credit as an asset class year-to-date through September 30, 2025?
Answer: Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, the average redemption rate for private credit as an asset...
Interval Fund Fundraising Grows as Redemptions Rise
Johnathan Rickman | Blue Vault Interval funds—investment vehicles characterized by low investment minimums, frequent valuations, and 1099 tax forms—continue to be popular...
ExchangeRight Names CFO and CIO Dave Van Steenis as President
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, is excited to announce the formal promotion of Dave...
Sealy & Company Wins Bronze CPE Influence Award for Lease Renewal
Sealy & Company Sealy & Company has received the Bronze 2025 CPE Influence Award in the Best Lease category from Commercial Property Executive for its 1.6...
Based on the offerings tracked by Blue Vault, what was the median distribution yield (Class A or Class T) for open nontraded REITs in the third quarter of 2025?
Answer: Based on the offerings tracked by Blue Vault, the median distribution yield (Class A or Class T) for open nontraded REITs in the third quarter of 2025 was 5.06%....
Making Your Marketing Tech Stack Work Smarter, Not Harder
Marketing Intent Have you analyzed your marketing tech stack lately? Most marketing teams mean well. A new tool launches, promises efficiency or insight, and suddenly it’s...
More articles…
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
The 62-unit, active adult community was acquired on behalf of CS1031 Texas Active Adult Living I, DST, which seeks to raise equity from accredited investors.
Manulife John Hancock Investments Launches New Active ETF Targeting Select Value Opportunities
The launch brings Manulife John Hancock Investment’s ETF suite to a total of 17 funds with over $7.5 billion in assets under management.
SS&C Technologies integrates wealth offerings into single platform
The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.
Leitbox Storage Partners Completes Self-Storage Facility in Charlottesville, VA
Construction completion further solidifies Leitbox’s reputation for disciplined execution in a sector where development risks are rising.
Eagle Point Closes $18 Million Project Financing for Cross Trails Battery Energy Storage System (BESS), Supporting Grid Resiliency in Texas
Supported by a 10-year offtake agreement, the first of its kind in the ERCOT region, the Cross Trails BESS enhances sustainability and grid resiliency.
KKR Announces Offering of Senior Notes
KKR intends to use the net proceeds from the sale of the notes for repurchase and refinancing of existing indebtedness of its subsidiary, KKR Financial Holdings LLC.
ExchangeRight Fully Subscribes $62 Million Net-Leased Portfolio 69 DST, Expanding Essential Income REIT Pipeline
Net-Leased Portfolio 69 DST is a closed offering that comprises 11 long-term net-leased properties.










