Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
ExchangeRight REIT Credit Facility Commitments Increase to $150 Million Following Renasant Bank’s Addition
Expanding the Essential Income REIT’s Credit Facility further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
Recent News
In the property-level data for all active nontraded REITs, which types have the highest property counts?
In the property-level data for all active nontraded REITs, which types have the highest property counts? Answer: The highest number of property types in the NTR data are:...
Are Nontraded REITs Exposed to Risk in the Office Sector?
The Macro Environment for Office Properties The news in the financial press about weakness in the office sector of commercial real estate has been largely negative....
Q1 2023 Published Reports as of June 12
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 12 Nontraded REIT (newly published performance reports are in bold font) Ares Industrial Real Estate...
Capital Square Opportunity Zone Fund I Pays Distributions for Q1 2023
June 8, 2023 | Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily...
Exclusive Insights: Q4 2022
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Q1 2023 Nontraded BDC Full Report is Published
Q1 2023 Nontraded BDC Full Industry Report is Published The report contains individual performance pages for the following 18 BDCs: -AG Twin Brook Capital Income Fund Q1...
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Orion merges with Brinker Capital to form $40 billion TAMP
Orion Advisor Solutions is merging with competing turnkey asset management platform Brinker Capital to create an investment management firm and technology provider with…
Capital raise for the nontraded REIT industry totaled approximately $6.7 billion in the first quarter of 2020, marking the highest quarterly sales total in the history of the industry. How many consecutive quarters has the nontraded REIT industry seen its capital raise increase?
Answer: The first quarter capital raise of $6.7 billion marked the tenth consecutive quarter of increased capital raise since…
How many properties did Blackstone Real Estate Income Trust acquire in the first quarter of 2020, and how does that compare to the rest of the nontraded REIT industry?
Answer: Blackstone acquired 104 properties in the first quarter for a total purchase price of approximately $2.7 billion. This accounts for…
Inside the V(ALT), with Gary Davi of Centersky [full episode]
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Gary Davi: The Evolution of centersky.net
Watch Gary Davi (Chief Technology Officer, Centersky) and Stacy Chitty (Managing Partner, Blue Vault) explore the evolution of centersky.net on Inside the V(ALT).
Kyle Van Pelt: Creation of Black Diamond
Watch Kyle Van Pelt, Solutions Manager at SS&C Black Diamond, and Stacy Chitty, Managing Partner of Blue Vault, explore the creation of Black Diamond on Inside the V(ALT).
Envision Financial Systems named 2020 WealthManagement.com Industry Awards Finalist…
Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, was named a finalist…
NexPoint Capital Announces Updated Distribution Schedule
On June 24, 2020, the board of directors of NexPoint Capital, Inc. (“NEXP”) approved the determination of the Company’s net asset value per share and the…
Clip: The Evolution of centersky.net with Gary Davi
Watch Gary Davi and Stacy Chitty explore the evolution of centersky.net on Inside the V(ALT).
Clip: Having a Fine Tuned Capital Markets Department with Gary Davi
Watch Gary Davi and Stacy Chitty discuss fine tuned capital markets departments on Inside the V(ALT).








