Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Private Infrastructure Moves Further Into the Wealth Channel
Another traditionally institutional asset class is making its way into wealth portfolios, and a newly launched interval fund illustrates how that transition is occurring.
Q2 BDC Capital Raise: Where Did the Money Move?
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.
Strategic Student & Senior Housing Trust Reports 17% Increase in Property NOI
Strategic Student & Senior Housing Trust’s latest stockholder update highlights changes in revenue, expenses, occupancy, and resident-pay composition.
Recent News
Madison Capital Group Fully Subscribes Fresh Stop Texas DST
Madison Capital Group Madison Capital Group, a Charlotte-based real estate investment firm, announced today that its latest regulation D private placement offering, Fresh...
How to Address Client Concerns About Semi-Liquid, Credit-Focused Funds
Johnathan Rickman | Blue Vault Are your clients asking you about private credit? Many of them probably read the same headlines as you and might be expressing concerns about...
Structured Investments in 2026
CAIS Explore structured investments in 2026, including key trends, market growth, note structures, and portfolio applications to help advisors navigate income, growth, and...
Are Gaps in Your Pardot Salesforce Integration Creating a Blind Spot for Sales?
Marketing Intent Are you unintentionally creating a blind spot for your sales team? If your firm is using Pardot and Salesforce, but advisor engagement is not flowing...
Capital Square’s The Nickel Hotel Wins 2026 CoStar Impact Award for Charleston Commercial Development of the Year
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, announced today that...
Blue Vault Q4 2025 Nontraded REIT Performance Reports Update
Blue Vault released additional Nontraded REIT Individual Performance Report pages today. Reports released since the April 10th announcement are in bold font. Orange font...
More articles…
Legendary Capital Announces Sale of Two Hilton Garden Inn Hotels
The Charlotte and Pineville properties were sold in a dual transaction.
PGIM to merge public/private credit units into $1tn platform
The reorganization comes under the direction of PGIM’s new CEO Jacques Chappuis.
NexPoint Launches Lodging I DST Offering for the Residence Inn Salt Lake City – West Jordan
“We view this as a strategic step in broadening our alternative investment platform within the lodging space.” — Matthew McGraner, CIO at NexPoint.
Blue Vault Publishes New Interval Fund Reports
Blue Vault’s research catalog now includes twenty-two March 31, 2025, Interval Fund Individual Performance Pages. More interval fund and tender offer fund research will be published soon.
Essential Income REIT – Only in its Class to Fully Cover 2024 Distributions with AFFO According to Blue Vault
The data represents the REIT’s consistent inception-to-date track record of fully funding its cash distributions solely from its operations instead of from investor equity or financing.
How many new nontraded BDCs entered the market in the first quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Over the last five years, which quarter saw the highest capital raise for nontraded REITs?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Bluerock Value Exchange Launches $37.8 Million 1031 Exchange BR Churchill Downs Multifamily DST in Pinehurst, NC
Churchill Downs multifamily offering represents BVEX’s 42nd individual DST program.
In the first quarter of 2025, which nontraded REIT had the highest distribution yield?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Cove Capital Investments, LLC Successfully Closes on Two Debt Free Properties for its Cove Essential Net Lease Portfolio 90 DST Offering Available for 1031 Exchange Investors
The Cove Essential Net Lease Portfolio 90 DST offering highlights a two-building portfolio strategically located in two Southwest States and 100% occupied by best-in class tenants.











