Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Streaming Wars And Market Moves: Event-Driven Investing Back In Focus
Event-driven strategies thrive as corporate activity rises, which is accelerating after a post-pandemic lull.
Blue Vault Completes Publication of Interval Fund, Tender Offer Fund Performance Reports for Period Ending December 31, 2025
Blue Vault completes publication of all Interval Fund and Tender Offer Fund Performance Reports for the period ending December 31, 2025.
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Recent News
Building Strong Marketing Foundations for Alternative Investments
Marketing Intent In this industry, where sophisticated strategies and complex structures often define processes, the most effective fund marketing still rests on a handful...
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
iCapital iCapital1, the global fintech company shaping the future of investing, today announced the opening of its first office in the Middle East in Abu Dhabi within ADGM,...
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group CIM Group announced today that it has been named Infrastructure Manager of the Year by Insurance Investor at the publication’s North American Awards ceremony held...
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
CAIS Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisors surveyed in the fourth annual study...
Everything Everywhere All At Once – Now Tokenized
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Wall Street built the old rules of alternative investing. Blockchain is...
In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
Answer: In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc.’s share Class I distribution rate was 4.40%, besting its rate from Q4 2024 through Q2...
More articles…
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast clip.
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Count on Blue Vault for your Alternative Investment information needs.
Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
The purpose of the Outlook is to provide wealth advisors with a review of where alternative investments sit at the mid-way point of 2024 and what to look for as we move forward through 2024.
11 of the 14 NAV REITs had positive Class I shareholder returns in July 2024
Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update
Count on Blue Vault for your Alternative Investment information needs.
Fed officials uneasy about job market as they get ready for Jackson Hole
Amid still-strong consumer spending and economic growth that may be slowing but remains positive, the Fed is not yet ready to consider the job market in crisis – it just wants to avoid creating one.
Unlocking The Power Of CLOs: A High-Yield Weapon For Savvy Investors
This article will focus on CLOs created post-2008 financial crisis, specifically those referred to as CLO 2.0.
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