Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
TPG Twin Brook Capital Income Fund Completes $372 Million CLO Refinancing
TPG Twin Brook Capital Income Fund has reworked a major component of its secured financing structure. The transaction’s mix of floating-rate obligations, retained exposure, and long-term maturity provides a closer look at how the nontraded BDC is financing its middle-market portfolio.
Q2 2026 Nontraded BDC Individual Performance Reports Now Available
Blue Vault’s Q2 2026 Nontraded BDC Individual Performance Reports are now available. Explore the latest program-level data and discover what changed in capital formation, distributions, portfolio performance, redemptions, and other key measures during the quarter.
BDC Markets Are Questioning Valuations
The bond and equity markets are sending different signals about BDCs.
PIK Is Rising While Spreads Compress
Two trends in private credit are moving in opposite directions.
Recent News
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Marketing Intent Do you know where many advisors begin their due diligence? It is usually not with a meeting. It is not with a pitch deck. And it is often not with a...
Missed SpaceX? The Next Generation Of Pre IPO Access Is Taking Shape
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group High‑growth companies are staying private longer than ever, shifting...
Bluerock High Income Institutional Credit Fund Announces Q1 2026 Distribution at an 8.75% Current Annualized Rate
Bluerock Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX, IIMCX, IIMWX) today announced its...
CIM Group and Partners in Miami Worldcenter Sell Development’s Retail and Entertainment District to Falcone Group, ROK Acquisitions, Andrew Mirmelli, The Davis Companies and Jamestown
CIM Group CIM Group and its partners in Miami Worldcenter announced today the sale of the 27-acre development’s retail and entertainment district to a venture comprising...
Capital Square Fully Subscribes Build-for-Rent DST Offering Near Miami’s Hard Rock Stadium
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, today announced that...
Bluerock Value Exchange Announces More Than $3.4 Million in Special Distributions to Investors Across Multiple DST Programs
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a leading national sponsor of 1031 exchange and Delaware Statutory Trust (DST) programs since 2005, today announced...
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ExchangeRight’s First Essential Income DST Offering Fully Subscribed, Enabling Accelerated REIT Access
“We launched the Essential Income DST platform to provide investors with new accelerated access to ExchangeRight’s Essential Income REIT, which is designed to provide investors with increased diversification, enhanced liquidity, and long-term growth potential.” — Joshua Ungerecht, a managing partner at ExchangeRight.
Eagle Point Credit Company Inc. Announces First Quarter 2025 Financial Results and Declares Third Quarter 2025 Common and Preferred Distributions
“The Company had a solid start to the year, deploying nearly $200 million into new investments with compelling risk-adjusted returns.” — Thomas P. Majewski, Chief Executive Officer.
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
CIM Group and Partners Announce the Grand Opening of Miami Worldcenter, 27-acre $6 Billion Mixed-use Development in the Heart of Downtown Miami
CIM Group has extensive experience with various types of retail, from street-retail districts and infill neighborhood programs to traditional retail centers.
What is the total gross capital raised since inception by the 84 interval funds Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Q1 2025 Nontraded BDC Performance Report Update
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty Q1 2025 reports are now available for members.
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.










