Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Fine-Tuning Your Plan for 2026
Instead of trying to map out an entire year in detail, consider breaking your plan into quarterly segments.
Recent News
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...
Of all the nontraded REITs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
Answer: Of all the nontraded REITs tracked by Blue Vault, Blackstone Real Estate Income Trust and Starwood Real Estate Income Trust reported the most assets of $109.0...
Apollo Names Bert Crouch Head of Real Estate Equity
Apollo Apollo (NYSE: APO) today announced that Bert Crouch has been named Partner and Head of Real Estate Equity at Apollo. Crouch will lead Apollo’s real estate equity...
Preferred Stock Part Two: The NexPoint Example
Johnathan Rickman | Blue Vault Preferred stock refers to securities that companies issue to raise capital while providing different pathways for investing in a particular...
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ExchangeRight Surpasses 100 Offerings Meeting or Exceeding Projections
ExchangeRight has surpassed 100 offerings, managing over $6.2 billion in assets while maintaining a perfect rent collection record and providing stable income for more than 8,600 investors nationwide.
Madison Capital Group Closes $16MM Preferred Equity Raise for Bees Ferry Road Townhome Community in Charleston, S.C.
Madison Capital Group has successfully raised $16 million to develop a luxury townhome community in Charleston, addressing the region’s high demand for quality rental housing.
Kestra Holdings Announces Recapitalization in Renewed Partnership With Stone Point Capital
Kestra Holdings announces the acquisition of a majority interest by Stone Point Capital, marking a new chapter in its growth strategy while continuing to serve independent wealth management professionals.
What percentage of total industry assets were made up by the ten largest interval funds as of June 30, 2024?
Since 2009, Blue Vault has been providing valuable research on asset managers and their offerings.
Madison Capital Group Secures $33.5M Loan and $15.3M Preferred Equity Raise for New Multifamily Development in Melbourne, Fla.
Madison Capital Group has successfully closed a $33.5 million loan and raised $15.3 million in preferred equity to support the development of Madison Midtown, a luxury multifamily community in Melbourne, Florida, revitalizing a former Sears property.
Register for Alts Day: A Free Mini-Summit for Advisors
Johnathan Rickman | Blue Vault Looking to brush up on your alts knowledge but are short on dollars and downtime? Blue Vault has you covered! Join us on Wednesday, November 13 for Alts Day: a one-day virtual educational event focused on the alternative investments...
What was the total public capital raise for the nontraded BDC industry in the first quarter of 2024, and how does it compare to the first quarter of 2023?
For more research and data like this, become a Blue Vault member!
Leveraging Peer Power: Five Reasons Why You Should Join Blue Vault’s Community Groups
Learn how Madrona Financial’s Brian Evans has grown his advisory practice by integrating alternative investment strategies at our next meeting on Monday, October 21, 2024!
Prospect Capital Corporation Extends and Increases Revolving Credit Facility to Over $2.1 Billion of Aggregate Commitments
Prospect Capital Corporation (NASDAQ: PSEC) has extended its revolving credit facility commitments to $2.1215 billion from 48 banks, with an accordion feature allowing for a potential increase to $2.25 billion, supporting its investment and financing needs.
Madison Capital Group Secures $17 Million Construction Loan for The James, an 86-Unit Luxury Community in Charlottesville
Madison Capital Group has obtained a $17 million loan from Longline Holdings to construct The James, an 86-unit luxury apartment community in Charlottesville, VA, strategically located near key employment hubs and amenities.











