Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault Interval and Tender Offer Fund Update
Blue Vault publishes performance reports for nine new funds. Let us serve your alts data needs in 2026!
Peachtree Group Expands DST Platform with Two Strategic Acquisitions
The firm also closed two DST acquisitions in December, highlighting the continued growth and scale of the firm’s DST investment platform.
Nuveen joins Atlassian Williams F1 Team as Official Asset Management Partner
2026 will mark the next step forward, and Nuveen will join Williams’ suite of industry-leading partners in helping to achieve it.
Based on the nontraded BDCs tracked by Blue Vault, how much private capital did the nontraded BDC industry raise 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!
Stay informed about alts
Subscribe to our free emails
Recent News
Preferred Stock: Basics, Benefits, and Risks
Johnathan Rickman | Blue Vault Preferred stock, or “preferreds” for short, are traded and nontraded securities that sponsors issue to raise capital while providing different...
iCapital® Launches BlackRock Private Credit Solution for Accredited Investors in Canada
iCapital iCapital1 , the global fintech company shaping the future of global investing, is proud to bring a private credit solution offered by BlackRock to market in Canada....
Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management
Peachtree Group Peachtree Group (“Peachtree”), a leading commercial real estate investment firm overseeing a diversified portfolio of more than $8 billion, today announced...
Of the 18 open nontraded REITs tracked by Blue Vault, how many of those in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four quarters?
Answer: Of the 18 open nontraded REITs tracked by Blue Vault, 7 REITs in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four...
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced expanded strategic partnerships with Envestnet, Orion, and...
Strategic Advisor Engagement: Q&A with Marketing Intent
Johnathan Rickman | Blue Vault We spoke with Cherie Fournier and Alise Lucero of Marketing Intent to learn how they work with alternative investment firms to overcome...
More articles…
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
Sorry, but you do not have permission to view this content.
What percentage of total industry assets were made up by the ten largest interval funds?
For more in-depth insights, consider becoming a Blue Vault member today!
Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.
Inland Appoints Jovan Marconi as Chief Information Officer
In this role, Mr. Marconi is responsible for developing and implementing the IT strategy, including application development; data management; AI practices; cybersecurity; and the evolution of the technology infrastructure for Inland.
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Situated on over four acres, Go Store It Oak Ridge has 515 storage units and is currently 91% leased. Its prime location along S Illinois Avenue, a bustling seven-lane thoroughfare with a daily traffic count of 26,857 vehicles, provides high visibility and accessibility.
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight All-Cash 3 DST ’s exit strategy aims to provide investors with a tax-deferred cash-out refinance option in addition to the ability to complete a 1031 exchange, 721 exchange, cash out, or a combination of these options.
LRT Company Fully Subscribes Nearly $17 Million DST Offering of 50-Year Ground Lease in Orlando, Fla. Suburb
LRT Company is a ground-up development company specializing in the entitlement and development multifamily and senior housing projects.
KKR: Fundraising from Wealth Channel Accelerates
Overall, KKR posted adjusted net income of $971.9 million during the quarter, or $1.09 per share, a 49% increase from a year ago.
Blackstone Reportedly In Talks To Acquire $2B Retail REIT
Outside of retail, Blackstone has been going in aggressively on multifamily and single-family rental acquisitions. At the beginning of the year, the company purchased Sunbelt-based single-family rental developer Tricon Residential — with 38,000 homes — for $3.5B.
The Challenge Of Finding The Right Marketing Talent For Alternative Investment Sponsors
Finding and retaining the right marketing talent in the alternative investment sector can be challenging. With Marketing Intent, your firm can access the specialized marketing expertise needed to support and enhance your capital raising efforts.
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
