Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Capital Square Fully Subscribes Build-for-Rent DST Offering Near Miami’s Hard Rock Stadium
The property was acquired in October 2025, and the offering was fully subscribed in fewer than three months.
Bluerock Value Exchange Announces More Than $3.4 Million in Special Distributions to Investors Across Multiple DST Programs
These distributions, paid on March 30, 2026, were issued in the form of supplemental rent and reflect the excess cash flow generated above the stated annual distribution rates of the underlying assets.
Blue Vault Publishes First Fourteen Q4 2025 Nontraded BDC Performance Reports
Blue Vault will publish twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
ExchangeRight Appoints Scott Dixon as Senior Vice President of the Pacific Northwest Region
In his role, Dixon will manage and deepen strategic relationships across Washington, Oregon, Idaho, Montana, Wyoming, and Alaska.
Recent News
Bluerock Private Real Estate Fund Announces a Switch to Monthly Distributions and an Increased Distribution Rate
Bluerock Bluerock Private Real Estate Fund (“BPRE” or the “Fund”) — formerly the Bluerock Total Income+ Real Estate Fund — today announced that it...
The Advisor Journey: From Curiosity to Commitment
Marketing Intent Capturing the attention of financial advisors isn’t accidental, it’s intentional. In the alts space, where opportunity and complexity intersect, influencing...
GSREIT Now Available on iCapital Marketplace
Greenwood Star Greenwood Star Holdings (“Greenwood Star”), a vertically integrated real estate company specializing in the acquisition, management, and...
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return in the third quarter of 2025?
Answer: Based on the nontraded BDCs tracked by Blue Vault, NexPoint Capital Inc. had the highest quarterly return of 3.88% in the third quarter of 2025. Discover...
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Answer: Based on the interval funds tracked by Blue Vault, City National Rochdale Strategic Credit Fund had the highest distribution rate of 21.92% in the first half of...
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Johnathan Rickman | Blue Vault Wealth advisors have a lot on their plate, with time for conducting research in rare supply. As more investors pivot their portfolios to...
More articles…
ExchangeRight’s Essential Income REIT Stands Out Among Non-Traded REITs
“We are proud to see the Essential Income REIT ranked as the only NTR in all three top categories for Operating Performance, Financing Outlook, and Cumulative MFFO Payout, in Blue Vault’s latest report,”
Q3 2024 NTR AND BDC Filing Deadline: November 14, 2024
The SEC deadline for Q3 2024 quarterly financial report filings was November 14, 2024.
Eagle Point Institutional Income Fund Generates 9.9% Annual Net Return and Exceeds $150 Million in Assets
During the month of October 2024, the Fund completed its 28th consecutive monthly distribution payment, which represented a 10.2% annualized distribution rate.
Inland Private Capital & Devon Self Storage Complete Property in Lubbock, TX
IPC’s current self-storage portfolio spans more than $1.7 billion in assets under management.
Cove Capital Acquires Net Lease Asset in Quinlan, TX
“This investment highlights our dedication to acquiring quality assets in strategic locations that provide investment potential for our investors…”
Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
“Like all of our offerings, this portfolio is designed to protect investors’ capital to ensure their peace of mind through all economic cycles, including recessions and economic crises.” — Joshua Ungerecht, a managing partner at ExchangeRight
Prospect Capital Management L.P. Announces Strategic Partnership with iCapital
This partnership allows financial advisors to access Prospect’s institutional quality CEF and BDC opportunities managed by Prospect and its affiliates, and now available on iCapital Marketplace.
Asset-Map Announces New Features at AdviceTech.LIVE
“It is our goal to become the single-most effective, holistic financial planning tool for advisors,…”
CIM Buys Coors Field-Area Apartments
The building is on the southern edge of the Five Points neighborhood
MacKenzie Realty Capital Announces Listing on Nasdaq
MacKenzie’s uplist from the OTCQX to Nasdaq is a significant achievement for the Company









