
Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Madison Capital Merges BlueGate Boat & RV Brand Into Go Store It Self-Storage Platform, Launches Marina Division
Madison Marinas has been established as a standalone division to manage the firm’s marina portfolio, which currently includes five assets in Florida, North Carolina and Tennessee.
Based on the offerings tracked by Blue Vault and most recent filings, how much capital did the tender offer fund industry raise year-to-date through October 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Logistics Demand Regains Momentum in a More Disciplined Market
Recent data shows that demand gains have been concentrated in assets supported by clear demand drivers, including build-to-suit and functionally aligned logistics facilities.
Pasadena Private Lending and Eagle Point Credit Management Announce $105 Million Strategic Capital Partnership
This partnership builds on PPL’s recent expansion of its senior credit facilities and represents a significant milestone in the firm’s continued institutionalization and growth.
Recent News
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...
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
ExchangeRight ExchangeRight has announced that the Net Asset Value (“NAV”) per share of the Essential Income REIT has increased to $27.30 per share based in part on an...
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Johnathan Rickman | Blue Vault No two funds are alike. It’s an old saw, but one that’s true. Besides product structure and strategy, management style and market forces can...
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
iCapital Brookfield today announced its private wealth platform has partnered with iCapital1 to launch a new interactive asset allocation tool for financial advisors and...
More articles…
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-18-2024
Check out Blue Vault’s newly published Q3 NTR and BDC individual performance pages or browse the Full BDC Industry Review .
Investors Fully Subscribe ExchangeRight Debt-Free Offering Designed for Recession-Resilience
ExchangeRight’s All-Cash 7 DST, a $24.8M debt-free portfolio of necessity retail and healthcare properties, has been fully subscribed, offering secure income and tax-deferred exit options.
CIM Real Assets & Credit Fund Acquires District La Brea in Los Angeles
CIM Group’s acquisition of District La Brea adds a vibrant mix of retail and commercial space to its portfolio, enhancing its community-focused real estate investments.
Of the open nontraded BDCs that were in operation during the second quarter of 2024, which fund reported the highest total return?
Unlock exclusive access to comprehensive performance data and insights on nontraded REITs, BDCs, and more—become a Blue Vault member and stay ahead in the alternative investment industry.
Explore Portfolio Impacts of Tax Policy at December Community Groups Meeting
Join Scott Hodge of the Tax Foundation at our next Alts Community Groups meeting on Monday, December 16, 2024, and equip yourself for client questions about next year’s tax debate and the future of the Tax Cuts and Jobs Act of 2017.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-10-2024
Become a Blue Vault member today to view full reports or individual pages in our Research Portal.
Egan-Jones Supports All NexPoint Nominees for UDF IV Annual Meeting
Cites UDF IV Board and Management Entrenchment, Lack of Transparency, Shareholder Value Erosion and Breach of Shareholder Trust
Madison Commercial Completes and Sells Fully-Leased Retail Development on Cherry Road in Rock Hill, S.C.
Madison Commercial delivers and sells Phase 2 of its Cherry Road retail development, attracting top national tenants and revitalizing a high-growth area in Rock Hill, S.C.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update
Stay informed about alts performance. Become a Blue Vault member.
Custom Websites For Alternative Investment Firms: Why They Matter
Learn how a custom website can elevate your firm’s online presence, with tailored design, engaging content, and compliance that builds trust in the alternative investment space.










