Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight Welcomes Betsy Ward as Senior Vice President of National Accounts
Ward brings over 30 years of experience in alternative investment distribution and capital formation.
Burlington Capital: Year in Review 2025
We believe this acquisition positions us for continued portfolio growth and additional strategic acquisitions in 2026.
Based on the offerings tracked by Blue Vault, what was the nontraded BDC industry’s median total return for the first nine months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Nontraded REIT Distribution Coverage Woes Grow in Q3 2025
Median distribution yields continued to hold steady in the 5% range and median debt ratios continued to decline.
Recent News
Why Choose a REIT Over Other Investment Vehicles?
In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right...
Driving Growth with Unified Marketing and Sales Messaging
Marketing Intent Consider this scenario: after months of meticulous preparation, having internalized every talking point, you enter a meeting with an advisor fully confident...
SEI Increases Stock Share Repurchase Program by $650 Million
SEI The Board of Directors of SEI Investments Company approved an increase in its stock repurchase program by an additional $650 million, increasing the available...
Alts & Answers: Awakening Wealth Advisors to Private Market Possibilities
Johnathan Rickman | Blue Vault Blue Vault’s Alts & Answers Luncheon Series is awakening wealth advisors to the benefits and widening availability of alternative...
Essential Income 4 DST Fully Subscribed, Providing Accelerated Access to the Essential Income REIT
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the full subscription of Essential...
Capital Square Launches Leveraged DST Offering of Build-for-Rent Townhome Community Near Miami Dolphins’ Hard Rock Stadium
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, today announced the...
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Greenwood Star Income and Growth Trust, Inc. Board Declares 6% Annualized Distribution
Greenwood Star is a vertically integrated real estate investment company specializing in the acquisition, management, and disposition of multifamily properties.
LODAS Markets Names Industry Veteran Kyle Robey Head of Product for Transfer Agent Business
LODAS Markets appoints Kyle Robey as EVP and Head of Product for Transfer Agent, enhancing its automated platform for trading illiquid real estate and alternative investments.
What was the average total return among open nontraded BDCs that were in operations during the first six months of 2024, and how does it compare to the BDC benchmarks?
Get full access to our database and reports on asset managers and offerings by becoming a Blue Vault member.
Shorehaven Mixed-Use Development Tops Out in Tempe
Cantor Fitzgerald and Silverstein Properties mark a milestone with Shorehaven, a new luxury mixed-use project on Tempe Town Lake, featuring residential units, retail, and community amenities for a premier waterfront experience.
Leitbox White Paper: Generating Liquidity
Read Leitbox’s white paper for key insights on overcoming liquidity challenges and innovative strategies for effective capital return in today’s market.
The Essential Income REIT’s Net Asset Value Increases Again
ExchangeRight’s Essential Income REIT has posted three consecutive quarters of NAV growth, reaching $27.29 per share, supported by a diverse portfolio of essential net-leased properties across the U.S.
Bluerock Total Income+ Real Estate Fund Secures $750 Million Line of Credit with JPMorgan, RBC Capital Markets
Bluerock’s Total Income+ Real Estate Fund (TIPRX) has closed a $750 million line of credit with JPMorgan Chase and RBC, aimed at strengthening its balance sheet and lowering capital costs for investors.
What is the median rate of distribution for the DST investments that Blue Vault tracks?
Become a member to gain access to extensive research, databases, and reports on asset managers and their offerings.
Blue Vault Webinar to Provide Market Update on Delaware Statutory Trusts (DSTs)
Join us on Wednesday, October 30, 2024, at 2 p.m. for “Exploring DSTs: Opportunities and Insights for Savvy Investors,” an informative, hour-long webinar designed to bring you up to speed on this important alts sector.
CIM Group Sells 201-Unit Arioso Apartment Community in Cupertino, California
CIM Group has sold Arioso, a 201-unit apartment community in Cupertino, CA, featuring upgraded amenities and proximity to top Silicon Valley employers like Apple, Google, and Amazon











