Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
SEC Risk Alert Puts Advisor Compensation and Product Conflicts Back in Focus
A recent SEC Risk Alert shows where compensation arrangements, product selection and routine billing practices can create compliance problems for advisory firms.
As Alternatives Become Mainstream, Advisors Face a New Scaling Challenge
As alternatives become a larger part of client portfolios, advisors are confronting challenges that extend well beyond selecting individual funds.
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Recent News
Eagle Point Holds Final Close on its Defensive Income Fund III, Exceeding its Original Hard Cap
Eagle Point Eagle Point Credit Management LLC (“Eagle Point”), an innovative private credit investment manager, today announced that it has closed on $559 million in...
The Essential Income REIT Achieves 10.42% Tax-Equivalent Yield on 2025 Distributions
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, is pleased to announce that the Essential Income...
Griffin Capital Fully-Subscribes $37 Million Multifamily DST in Gonzales, Louisiana
Griffin Capital Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, announced that Griffin Capital (Heritage – Gonzales, LA)...
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
SEI SEI®(NASDAQ: SEIC) today announced it has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates,...
Capital Square Launches All-Cash DST Offering of 100% Occupied Build-for-Rent Active-Adult Living Portfolio in Texas
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities across the nation,...
NexPoint Launches First Marina DST Offering
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Marina DST (the “Offering”), a Delaware statutory trust (“DST”)...
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Blue Vault’s Latest Nontraded Preferred Share Performance Reports
Blue Vault’s reports aim to equip financial professionals and advisors with deeper data and analysis to support due diligence and portfolio decision-making.
VENTURE.co Launches VENTURE.co Fund Services to Transform Fund Administration
The new fund administration offering cements VENTURE.co as a leading service provider in the alternative investment industry.
The Latest on Blue Vault’s Nontraded LLC, 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.
What is the largest interval fund in the industry in terms of total assets as of December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
ExchangeRight fully subscribes Net-Leased All-Cash 8 DST, offering 5.20% income from necessity retail tenants and tax-deferred exit strategies.
How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.
Alternative Investments: A Primer for Advisors
Are you a wealth advisor new to alts? Review this primer to get you started!
Alternative Asset Strategies: Investing in Oil and Gas
Because oil and gas are considered real property, they are thus “like-kind” to traditional real estate assets and qualify for tax-advantaged 1031 exchanges.
Blue Vault Q4 2024 NTR Research Report Update 4-25-2025
Blue Vault has started publishing new Q4 2024 non-traded REIT (NTR) research pages. These reports offer detailed analysis to support due diligence and investment decisions. More updates coming soon!
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