Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Are BDC Investors Buying Performance or Something Else?
BDC capital raise fell 51% in Q2 2026, but the headline decline doesn’t tell the whole story. Blue Vault’s latest analysis shows where market share shifted, which BDCs gained ground, and how fundraising momentum changed as the overall market contracted.
AI’s $500 Billion Capital Need Is Creating a New Private Markets Opportunity
Six of the world’s largest financial firms are joining NVIDIA in an ambitious financing effort that could reshape how investors gain exposure to the AI boom.
When Pension Money Seeds a Wealth-Channel Fund, Advisors Should Take Notice
A significant pension commitment to an interval fund headed for major wealth platforms highlights an interesting convergence between institutional and individual-investor alternatives.
Tender Offer Funds Are Opening Another Door to Institutional Hedge Fund Strategies
A new advisory partnership is bringing an institutional hedge fund strategy further into the wealth channel through a structure advisors are seeing more often.
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Recent News
ExchangeRight Announces Full Subscription of $41.9 Million Net-Leased All-Cash 17 DST
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 17 DST, adding to the growing acquisition pipeline for ExchangeRight’s Essential...
Is Your Digital Presence Working for or Against You?
Marketing Intent Is your digital presence working for you—or quietly working against you? Today, your alternative investment firm digital presence often is your reputation....
What is a semi-liquid fund?
J.P. Morgan Asset Management Just as ETFs have made public stock market investments more accessible and easier to execute, a wave of innovation has lowered barriers to entry...
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Marketing Intent Sending one email to an ideal prospect is a good first step. But in alternative investment marketing, one touchpoint rarely creates meaningful traction. Too...
CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
CIM Group CIM Group and Centennial Yards Company along with the Drew Company announced today that Virgin Hotels, the award-winning lifestyle brand, is bringing its signature...
Blue Vault Completes Publication of all Q4 2025 Nontraded REIT Performance Reports
All forty Q4 Nontraded REIT Individual Performance Report pages are now available, along with a limited selection of data points for three more funds with limited...
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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.
Blue Vault Publishes 4-30-2025 Interval Fund, Tender Offer Fund Reports
Blue Vault added nine Interval Fund and five Tender Offer Fund Individual Performance Pages (IPPs) to its research catalog for the period ending April 30, 2025.
Capital Square Housing Trust Launches $40 Million Preferred Stock Offering
Capital Square Housing Trust seeks to raise $40 million to fund acquisitions, UPREIT transactions, preferred stock redemptions, and other real estate-related investments and working capital.
Smart Marketing Keeps Advisors Coming Back
Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
The Lowdown on UPREITs: Keeping Investment Property in Play
An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
ADISA Appoints Jade Miller as First CEO
In the newly created role, Miller will work alongside Executive Director John Grady to lead the organization’s next chapter.
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