Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Cove Capital Launches $9.7M Alaska Essential Net Lease Industrial DST
The Cove Essential Net Lease Industrial 108 DST was purchased in an all-cash transaction and presented to investors as a debt-free offering.
Bain Capital Agrees Sale of Cora Resort and Spa in Greece to Fattal Hotel Group
The property opened in July 2023 and has benefited from active operational oversight, including a management transition in 2024 that improved overall performance.
Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s total assets under management as of September 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution
Appointment strengthens commitment to delivering investment solutions built for wealth management evolution.
Recent News
Strengthen Advisor Relationships: Elevate the Conversation Using Objections
Marketing Intent Objections. They have a way of signaling friction before any point is debated. They can feel challenging, disconcerting, and at times even personal. Yet...
Sealy & Company Receives CoStar Award for 349,929 SF Lease in Lakeland
Sealy & Company The industrial real estate sector continues to experience strong momentum nationwide, driven by sustained tenant demand, modern facility requirements,...
Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s average distribution rate as of June 30, 2025?
Answer: Based on the nontraded REITs tracked by Blue Vault, the nontraded REIT industry’s average distribution rate as of June 30, 2025, was 5.23%. Discover...
Cove Capital Investments, LLC Acquires 19 building Small Bay Industrial Property for Its Ponder Small Bay Industrial 101 DST
Cove Capital Investments, LLC Cove Capital Investments Founding Partners, Dwight Kay and Chay Lapin, announced the Delaware Statutory Trust sponsor firm successfully...
Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Answer: StepStone Private Markets was the top tender offer fund fundraiser, raising $1.05 billion for the six-month period ending June 30, 2025. Discover...
SEI Expands Tax Management and Overlay Capabilities
SEI SEI® (NASDAQ:SEIC) today announced a significant expansion of its tax management and overlay capabilities for separately managed account (SMA) and unified managed...
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In terms of total assets, what percentage of the interval fund industry is made up of the ten largest funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Types of Alts: Structures, Strategies, and Solutions
Learn about the different types of alternative investment structures and strategies that asset managers employ to help investors diversify portfolios, generate income, reduce risk, and lower volatility.
ExchangeRight REIT Credit Facility Increases to $135 Million Following Fifth Third Bank’s Increased Commitment
“This increased credit facility enhances our ability to scale the REIT efficiently, pursue value-accretive acquisitions, and continue growing the REIT’s diversification and value on behalf of investors.” — Joshua Ungerecht, a managing partner at ExchangeRight
Blue Vault’s Latest Nontraded Preferred Share Performance Reports
Blue Vault’s reports aim to equip financial professionals and advisors with deeper data and analysis to support due diligence and portfolio decision-making.
VENTURE.co Launches VENTURE.co Fund Services to Transform Fund Administration
The new fund administration offering cements VENTURE.co as a leading service provider in the alternative investment industry.
The Latest on Blue Vault’s Nontraded LLC, Interval Fund, and Tender Offer Fund Performance Reports
Blue Vault’s comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.
What is the largest interval fund in the industry in terms of total assets as of December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight fully subscribes Net-Leased All-Cash 8 DST, offering 5.20% income from necessity retail tenants and tax-deferred exit strategies.
How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.











