Professional SErvices News
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SEI Reports Fourth-Quarter 2025 Financial Results
Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.
As of September 30, 2025, which nontraded REIT tracked by Blue Vault had the most assets under management?
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Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
Many DST investors chose to retain this high-performing property and obtain other REIT benefits by participating in the UPREIT transaction.
Tender Offer Fund Assets, Fundraising on the Rise in 2025
The tender offer fund industry had $100.7 billion in assets under management as of October 31, 2025.
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Recent News
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
ExchangeRight ExchangeRight has announced that the company has made a bonus distribution to certain investors in the Essential Income REIT’s Class ER shares as a result of...
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
Answer: As of June 30, 2025, the nontraded BDC industry had $212.2 billion in assets under management based on Blue Vault’s coverage of nontraded BDCs. Discover...
Educational Content Outshines
Marketing Intent Within the alternative investments space, the instinct to lead with a product instead of educational content is strong. After all, considerable expertise...
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
CIM Group CIM Group announced today that Joseph Shanley, a highly accomplished leader in real estate finance and investments, has joined as Managing Director in an ongoing...
Hines Private Wealth Solutions Completes More Than $1 Billion Across Seven DST Offerings
Hines Hines, the global real estate investment manager, today announced that Hines Private Wealth Solutions LLC has completed more than $1 billion across seven Delaware...
Recent Blue Vault Research Releases
Blue Vault recently added seven new Interval Fund and Tender Offer Fund Individual Performance Pages to its website: Interval Funds Angel Oak Strategic Credit Fund...
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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?
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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.
Bluerock Value Exchange Launches $31.6 Million Diversified Industrial Portfolio IV DST
Bluerock Value Exchange launches BR Diversified Industrial Portfolio IV, DST, seeking $31.6 million for three leased industrial properties in South Carolina and Tennessee, focusing on stable cash flow and capital appreciation.
Inside the V(ALT), with Warren Thomas
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