Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Opportunity Zones 2.0 Is Taking Shape: What Advisors Should Watch Before 2027
Post Excerpt: The map of Opportunity Zone investing is about to change, and decisions being made by states now could shape where capital flows for the next decade.
What Does a Discount to NAV Really Mean for a Nontraded BDC Investor?
A series of discounted offers for nontraded BDC shares is raising an important question about what investors are willing to pay for liquidity.
Priority Income Fund Tender Offer Sees Heavy Demand as NAV Declines
Priority Income Fund’s latest tender offer drew requests far exceeding the shares available for repurchase, leaving investors with sharply prorated liquidity.
JLL Income Property Trust Completes 20th Full-Cycle UPREIT Transaction
JLL Income Property Trust has completed another full-cycle 721 UPREIT transaction through its JLL Exchange platform, reaching a significant milestone for a program designed to provide 1031 exchange investors with a path from individual DSTs into a diversified real estate portfolio.
Recent News
What is a semi-liquid fund?
J.P. Morgan Asset Management Just as ETFs have made public stock market investments more accessible and easier to execute, a wave of innovation has lowered barriers to entry...
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Marketing Intent Sending one email to an ideal prospect is a good first step. But in alternative investment marketing, one touchpoint rarely creates meaningful traction. Too...
CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
CIM Group CIM Group and Centennial Yards Company along with the Drew Company announced today that Virgin Hotels, the award-winning lifestyle brand, is bringing its signature...
Blue Vault Completes Publication of all Q4 2025 Nontraded REIT Performance Reports
All forty Q4 Nontraded REIT Individual Performance Report pages are now available, along with a limited selection of data points for three more funds with limited...
Bluerock Value Exchange Fully Subscribes $71 Million Diversified Industrial Portfolio 6 DST
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has...
ExchangeRight REIT Increases Credit Facility, More Than Tripling Lender Commitments
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced that the committed capacity for the Essential...
More articles…
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: equity-focused interval funds or equity-focused tender offer funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: credit-focused interval funds or credit-focused tender offer funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Boost Advisor Engagement on LinkedIn
With a thoughtful strategy, this platform can become a real asset for connecting with advisors, building visibility, and supporting your sales efforts in a way that’s both compliant and effective.
Sealy & Company Positioned Across Key Markets as Coast-to-Coast Rail Network Advances
As coast-to-coast rail connectivity expands, demand for well-located industrial properties is expected to rise, and Sealy & Company’s portfolio is well positioned to meet that demand.
iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds
iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.
ExchangeRight Appoints Bryan Yvon as Senior Vice President of the Southeast Region
In this role, Yvon will serve financial advisors and representatives across Florida, Georgia, Tennessee, Alabama, Mississippi, and Puerto Rico.
The Opportunity in Regulatory Capital Relief at Eagle Point
We believe the RCR market will continue to grow, driven by evolving market dynamics and regulatory
landscapes.
Why Your Pitch Deck Fails
The pitch deck’s role is to spark interest and build confidence—not to close the deal outright. Leave space for curiosity.
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!











