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Liquid Strategies Restates Financials for Two Interval Funds Following Interest Income Error
Liquid Strategies has restated previously reported results for two of its interval funds after identifying an accounting error involving accrued interest on private credit investments. The corrections significantly changed how the funds’ returns were classified, while leaving their net assets and total returns unchanged.
Monroe Capital’s MLEND Expands Private Credit Portfolio as Public Offering Builds
Monroe Capital’s nontraded BDC is rapidly building its private credit portfolio, but the sources of capital behind that growth reveal a notable gap between investment activity and public share sales.
BREIT Exits Self-Storage, Invests $3.3 Billion in Data Centers
BREIT continued reshaping its real estate portfolio in the second quarter, exiting self-storage while committing billions to data center development as Blackstone increases its exposure to AI-driven infrastructure demand.
Cove Capital Investments Completes Acquisition of a 64,607-Square-Foot Corporate Headquarters Building in Southfield, Michigan to Finalize the Formation of Its Southfield Corporate 118 DST
The recent acquisition highlights a fully leased corporate headquarters asset to Cove Capital’s growing portfolio of debt-free Delaware Statutory Trust offerings.
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Recent News
From Binder to Buy-In: Are Your Sales Teams Using the Marketing You Create?
Marketing Intent Most alternative investment sponsors invest significant time and resources into marketing materials. Yet even with polished pitch decks and approved...
ExchangeRight’s Net-Leased All-Cash 16 DST Fully Subscribed, Providing 1031 Exchange Investors Historically Recession-Resilient Retail
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 16 DST, which provides 1031 exchange and cash investors with a $46.1 million portfolio...
Inland Acquires Luxury 132-Unit Senior Living Community in Colorado
Inland Inland Real Estate Acquisitions, LLC (“Inland Acquisitions”) announced today that it negotiated and closed the purchase of Jackson Creek Senior Living (“Jackson...
As of September 30, 2025, PGIM Private Credit Fund had a distribution rate of 11.60%—the highest of the 22 nontraded BDCs tracked by Blue Vault. What was the offering’s taxable income payout ratio for the same period?
Answer: PGIM Private Credit Fund’s taxable income payout ratio is 112% as of September 30, 2025. Discover...
Capital Square Successfully Completes Three DST Offerings Totaling $396 Million*
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...
AI Is Power Hungry: Invest Now In Energy And Infrastructure
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group AI, data centers, and infrastructure, do you have them in your...
More articles…
What is the total gross capital raised since inception by the 59 tender-offer funds Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Addepar acquires Arcus to boost AI capabilities
Addepar is committed to investing over $100m annually in research and development.
Real Estate Credit Leader Matthew Borstein Joins CIM Group as Managing Director, Co-Head of Credit to Continue Platform Expansion
“[Matthew Borstein] has exceptional expertise, longstanding relationships, and strategic vision, and we are proud to welcome him to CIM Group.” — Avi Shemesh, Co-Founder and Principal, CIM Group.
Blue Vault Begins Publishing Q1 2025 Nontraded BDC Performance Reports
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Fourteen Q1 2025 reports are ready for members to view today.
ASHFORD SECURITIES EXPANDS TEAM WITH STRATEGIC HIRES
Ashford Securities LLC strengthens its leadership team with dynamic new talent, signaling exciting developments in its national growth strategy and commitment to financial intermediaries—discover the seasoned professionals driving this next chapter.
Alts Lingo for Beginners: How to Make an Informed Pitch
Alternative investments terminology can sometimes seem contradictory, but it’s important to understand the lingo in order to make an informed pitch to investors.
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Publishes Q4 2024 Nontraded REIT Industry Review
Blue Vault published its Q4 2024 Nontraded REIT Industry Review. The review compiles industry statistics that allow you to compare distribution rates, total assets, FFO payout ratios, and more.
Broker-Dealers: The Alts Ecosystem’s Salesforce
“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities.” — Catherine Bowman, The Bowman Law Firm
Blue Vault’s Publishes New Interval Fund and Tender Offer Fund Performance Reports
Blue Vault’s comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.
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