Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Monroe Capital Closes $6.1 Billion in New Investable Capital for its Private Credit Strategy
Monroe’s direct lending strategy emphasizes rigorous credit selection, robust structural protections, and active portfolio management, with a focus on capital preservation and attractive risk-adjusted returns.
Strike the Right Marketing Cadence with Frequency, Engagement, and Impact
Strategic frequency, paired with relevant, engaging content, consistently drives stronger relationships, higher engagement, and more meaningful brand recognition.
Based on the nontraded REITs tracked by Blue Vault, how much capital did the nontraded REIT industry raise through private offerings in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Capital Square Launches New Active Living DST Offering in Richmond’s Short Pump Submarket
The offering is available to accredited investors only.
Recent News
Smart Marketing for Alts Firms
Marketing Intent Marketing alternative investments requires more than technical precision. It calls for foresight, clarity, a steady rhythm of communication, and smart...
Based on the offerings tracked by Blue Vault, what was the average distribution rate for interval funds in the first half of 2025?
Answer: As of June 30, 2025, the average distribution rate for interval funds tracked by Blue Vault was 8.69%, based on most recent filings. Note: The average distribution...
Peachtree Group Expands Hotel Management Portfolio with Six New Properties
Peachtree Group Peachtree Group’s (“Peachtree”) hospitality management division has added six new hotels to its growing third-party management platform, underscoring the...
Brookfield and Angel Oak Complete Strategic Partnership Transaction
Brookfield Brookfield and Angel Oak Companies (“Angel Oak”), a leading asset manager specializing in innovative mortgage and consumer products, today announced the closing...
SEI Announces Strategic Partnership with Graphene
SEI SEI® (NASDAQ:SEIC) today announced a strategic partnership between SEI Investments (Europe) Limited (SIEL) and Graphene, a U.K.-based Infrastructure-as-a-Service...
Demand for Private Real Estate Indexing Surges as Advisers Seek Diversification Amid High Equity Market Valuations
Accordant With equity markets trading at historically high valuations and inflationary pressures weighing on investors, financial advisers are increasingly turning to...
More articles…
BlueGate Boat & RV Storage Names JC Reed as Chief Operating Officer
Reed brings a wealth of experience to BlueGate, having served as senior vice president of operations at Store Space Self Storage, where he oversaw a multi-state portfolio of 70 locations with over $70 million in revenue.
Starwood Capital Appoints Andrew Sossen Senior Managing Director, Chief Operating Officer
In this role, Andrew will be a member of Starwood Capital ‘s executive committee and oversee the day-to-day operations of the firm, reporting to Barry Sternlicht, Starwood Capital’s Chairman and CEO.
Eagle Point Institutional Income Fund Reaches $100 Million Milestone And Generates 12.8% Annual Net Return
“By leveraging the strength of our Adviser’s investment platform, Eagle Point Institutional Income Fund has consistently provided investors with a reliable source of income,” said Thomas Majewski, the Fund’s Chairman and Chief Executive Officer, adding…
SmartStop Self Storage REIT, Inc. Reports Second Quarter 2024 Results
SmartStop receives asset management fees, property management fees, acquisition fees, and other fees and also receives substantially all of the tenant protection program revenue earned by the Managed REITs, which had a combined portfolio of 31 operating properties and approximately 24,500 units and 2.7 million rentable square feet at quarter end.
Capital Square Fully Subscribes Private Placement Offering of Multifamily Opportunity Zone Development in Knoxville
“Livano Knoxville is located next to the Great Smoky Mountains and the Tennessee River in South Knoxville, where occupancy rates are expected to stay above 95% for the next decade,”1 said Whitson Huffman, co-chief executive officer.
Meira Wealth: Bringer of Light to Financial Advice Seekers
Learn more about Meira Wealth and consider joining them in becoming a Blue Vault member today!
Inland Fully Subscribes $54 Million Build-to-Rent DST
The DST owns the Odyssey on Soltura, a newly constructed, Class A, build-to-rent (“BTR”) single-family rental community located at 10131 Soltura Drive in Fort Myers, Florida.
Eligible Gains with Jay Frank of Cantor Fitzgerald Asset Management Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about what gains are still eligible for investment in this podcast clip.
Proposed Opportunity Zone Legislation Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about proposed Opportunity Zone legislation in this podcast...
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...











