Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
iCapital® and Boreal Capital Management Entities Announce Global Partnership to Expand Access to Alternative Investments
Boreal Capital Management Entities appoint iCapital as a strategic global partner for alternative investments, enhancing cross-border client solutions.
Top-Tier Performance: ExchangeRight’s Essential Income REIT Continues Consistent Coverage of Distributions From Operations
In Q1 2025, the Essential Income REIT experienced one of the five lowest redemption rates, with redemptions totaling 1.51% of weighted average shares outstanding.
Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault has tracked performance data for nontraded BDCs since 2009. Based on the funds we have covered over the years, how much gross capital has the nontraded BDC industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a...
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit June 22, 2023 | Dee Stribling | Bisnow The long-anticipated wave of distressed CRE assets is...
Owl Rock Capital Corporation Announces Upcoming Name and Ticker Change to Blue Owl Capital Corporation
Owl Rock Capital Corporation Announces Upcoming Name and Ticker Change to Blue Owl Capital Corporation June 22, 2023 | Owl Rock Capital Corporation Owl Rock Capital...
California Self Storage Operator Vaults to Fifth Largest Player in Canada
California Self Storage Operator Vaults to Fifth Largest Player in Canada June 20, 2023 | Garry Marr | CoStar News California-based SmartStop Self Storage...
More articles…
Clip: Blue Vault Data and Metrics
In this clip, Stacy Chitty talks about the role Blue Vault’s data can play in the Reg BI environment.
Clip: Reg BI & Nontraded REITs
In this clip, Kirk Montgomery and Stacy Chitty consider alternative investment compensation rates under Reg BI.
Clip: When Does Reg BI Go Into Effect?
In this clip, Kirk Montgomery and Stacy Chitty cover the basics of Reg BI.
Stacy Chitty: Blue Vault Data and Metrics
In this clip, Stacy Chitty (Managing Partner) talks about the role Blue Vault’s data can play in the Reg BI environment.
Data Center Demand Holds Up Amid Pandemic
With ever-increasing amounts of day-to-day activity taking place online, even more so under the COVID-19 pandemic, demand from large and small companies is driving robust growth…
Chris Shaw: COVID-19 & Digital Fund Transactions
In this clip from our Inside the V(ALT) podcast featuring Chris Shaw, Stacy and Chris discuss fundamental changes in the move to digital operations and transactions.
Which nontraded REIT that invests in multifamily properties averaged higher than 90% occupancy at its stabilized properties as of June 30, 2020?
Answer: Cottonwood Communities owns Cottonwood West Palm in West Palm Beach, FL., with 245 units and Cottonwood One Upland in the Greater Boston area…
Inside the V(ALT), with Chris Shaw of SS&C Technologies
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Clip: COVID-19’s Effect on Alt Investment Capital
In this clip from our Inside the V(ALT) podcast featuring Chris Shaw, he and Stacy Chitty cover how various distribution channels were affected by COVID.
Clip: Retail Alts Product Evolution
In this clip from our Inside the V(ALT) podcast featuring Chris Shaw, he and Stacy Chitty talk about changes in alternative investment products and the operational implications of the changes.











