Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
What is a semi-liquid fund?
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.
CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
This landmark project joins Virgin Hotels’ global portfolio of iconic urban hotels, including New York, Edinburgh, and its most recent homecoming in London.
Blue Vault Completes Publication of all Q4 2025 Nontraded REIT Performance Reports
Blue Vault’s research keeps you informed about Nontraded REIT performance.
Recent News
Bluerock Value Exchange Launches $39.4 Million 1031 Exchange BR Parkview Multifamily DST in the Atlanta Metro
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced the...
iCapital® Announces Continued Investment in Leadership; Appoints Gary Gallagher as President
iCapital iCapital1 , the global fintech company shaping the future of investing, today announced Gary Gallagher has been appointed President, and will report to Lawrence...
Industry Veteran Named as CEO & President of Inland Investments
Inland The Inland Real Estate Group, LLC (“Inland” or “the Company”), one of the nation’s largest commercial real estate investment, finance and operating groups, has...
ExchangeRight Welcomes Betsy Ward as Senior Vice President of National Accounts
ExchangeRight ExchangeRight has announced the appointment of Betsy Ward as senior vice president of national accounts, further strengthening the company’s Distribution team....
Burlington Capital: Year in Review 2025
Burlington Capital Our team continued to actively execute its multifamily investment strategy in 2025 through strategic dispositions and a new acquisition. We successfully...
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?
Answer: Based on the offerings tracked by Blue Vault, the nontraded BDC industry’s median total return for the first nine months of 2025 was 6.38%. Discover...
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TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
Weekly Alts News Roundup: April 8, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
In this Q&A, Mat Dellorso, Managing Director of SEI Access™, discusses how technology stands to exponentially expand the alts market and the role that SEI Access will play in that transformation.
What percentage of interval fund assets are held in credit-focused funds as of December 31, 2024, and how does that compare to one year prior?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Bluerock High Income Institutional Credit Fund Generated an 11.7% Annualized Distribution Rate over the Trailing 12 Months
For the first quarter of 2025, Bluerock High Income Institutional Credit Fund paid its eleventh consecutive quarterly distribution, generating an 11.7% annualized rate over the trailing 12 months.
Braemar Hotels & Resorts Enters into Franchise Agreement for the Sofitel Chicago Magnificent Mile
Braemar Hotels & Resorts Inc. says it will transition the Sofitel Chicago Magnificent Mile to a franchise structure managed by Remington Hospitality.
Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs
Bluerock Value Exchange (BVEX) announces $1.5M in special distributions to investors, highlighting strong DST portfolio performance and enhanced returns.
Blue Vault’s Latest Interval Fund and Tender Offer Fund Reports
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
Weekly Alts News Roundup: April 1, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on what’s happening in the industry from M&As to technology and more.











