Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
As the end of Q1 2025, investors saw several positive impacts from the industry upsurge, including an average distribution yield of 8.77% and abounding opportunities with 21 open funds currently raising capital.
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
The newly launched Class D shares are specifically designed for registered investment advisors and custodial platforms and offer one of the lowest fee structures in the industry.
2025 CAIS Alternative Asset Manager Survey Report
Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.
Blue Vault Q1 2025 Full Nontraded REIT Industry Review is Published
The Q1 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. In additional to 38 Individual Performance Pages (IPPs), the full review looks at industry statistics such as current quarter and historic capital raise, debt ratios, YTD interest coverage ratio, median distribution yields, and much more.
Recent News
WiserAdvisor announces the successful acquisition of Indyfin
WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform August 2, 2023...
Chad Clark: Know Who Is Responsible
In this Blue Vault Minute, Chad Clark (Partner, Senior Advisor at Redemption Capital) explains how his advisory firm selects alts to incorporate into its...
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom
Blackstone & QTS to spend $8bn building new data centers, as investor prepares for “once in a generation” AI boom July 31, 2023 | Sebastian Moss | Data Centered...
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals July 28, 2023 | Ciara Long | Bisnow Fundraising shot back up in June for nontraded REITs...
Practice Management: Why Innovators Pounce When Growth Slows
Practice Management: Why Innovators Pounce When Growth Slows July 28, 2023 | Megan Carpenter | Wealth Management If you want to see how business leaders respond to a...
Barry Sternlicht: ‘Category 5 Hurricane’ Has Come For Commercial Real Estate
Barry Sternlicht: ‘Category 5 Hurricane’ Has Come For Commercial Real Estate July 21, 2o23 | Ciara Long | Bisnow New distress opportunities are emerging for commercial...
More articles…
Inside the V(ALT), with Amit Khanna of BNY Mellon | Pershing
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Clip: Future of Alternative Investments
What does the future of alternative investments look like for the next 5-10 years? Find out in this clip from our Inside the V(ALT) podcast featuring Amit Khanna of Pershing, LLC.
Blackstone Real Estate Buying Simply Self Storage in $1.2B Deal with Brookfield
The Blackstone Group Inc.’s Blackstone Real Estate Income Trust Inc. entered into a definitive agreement to acquire Simply Storage Management LLC…
Clip: Why Do Advisors Use Alternative Investments?
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, he discusses the reasons advisors are using alternative investments.
NMHC Rent Payment Tracker Finds 90.6 Percent of Apartment Households Paid Rent as of October 20
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 90.6 percent of apartment households made a full or partial rent payment by October 20 in its…
Clip: Alternative Investment Platform Advancements
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, Stacy Chitty and he cover Pershing LLC’s advancements in the ability of advisors to manage their alternative investment usage.
US Hotel Occupancy Stays at 50% in Week Ended October 17 – STR
U.S. hotel occupancy in the week ended Oct. 17 remained level with the previous week at 50.1%, according to the latest weekly data from…
Leitbox Storage Fund – Properly Positioned, Perfectly Timed
Blue Vault recently spoke with the team at Leitbox Portfolio Partners Self-Storage Fund II, LLC, including Bill Leitner, Manager, Laurie Levassar Senior Vice President of…
Feast or Famine: Pandemic changes recipe for restaurant real estate
The spate of restaurant closures brought on by the pandemic is creating opportunities for big chain eateries to expand their real estate footprints, even as many restaurants refocus…
The Majority of Companies Will Keep Remote Work Policies
Remote work seems like it is here to stay. S&P Global Market Intelligence’s Digital Pulse survey, which tracks market disruption, measured the impact…











