Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Making Your Marketing Tech Stack Work Smarter, Not Harder
In alternative investments, where relationships and education matter, technology should simplify workflows and surface insight—not add complexity.
Year-to-date through October 31, 2025, and based on most current filings, which tender offer fund tracked by Blue Vault had the highest historical distribution rate?
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Bluerock Value Exchange Launches $60 Million 1031 Exchange BR Diversified Industrial Portfolio 7 DST
DIP 7 represents BVEX’s 45th individual DST program, and seventh sequential industrial-focused DST program.
Essential Income REIT’s Net Asset Value Per Share Increases in Q4 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and has grown five times since its 2019 launch and throughout multiple periods of economic volatility.
Recent News
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
Answer: As of June 30, 2025, the nontraded BDC industry had $212.2 billion in assets under management based on Blue Vault’s coverage of nontraded BDCs. Discover...
Educational Content Outshines
Marketing Intent Within the alternative investments space, the instinct to lead with a product instead of educational content is strong. After all, considerable expertise...
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
CIM Group CIM Group announced today that Joseph Shanley, a highly accomplished leader in real estate finance and investments, has joined as Managing Director in an ongoing...
Hines Private Wealth Solutions Completes More Than $1 Billion Across Seven DST Offerings
Hines Hines, the global real estate investment manager, today announced that Hines Private Wealth Solutions LLC has completed more than $1 billion across seven Delaware...
Recent Blue Vault Research Releases
Blue Vault recently added seven new Interval Fund and Tender Offer Fund Individual Performance Pages to its website: Interval Funds Angel Oak Strategic Credit Fund...
Griffin Capital Qualified Opportunity Zone Fund II, L.P. Announces the Completion of Construction on a 292-Unit Multifamily Community in Madison, TN
Griffin Capital Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, is pleased to announce the completion of construction on...
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Unlocking The Power Of CLOs: A High-Yield Weapon For Savvy Investors
This article will focus on CLOs created post-2008 financial crisis, specifically those referred to as CLO 2.0.
How has the debt maturity schedule for the nontraded REIT industry changed over the past two years?
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Investor Relations for Global Funds
Investor relations for a global fund requires a comprehensive and systematized but nuanced approach. The fund administrator is a critical partner, providing the tools, expertise and services necessary…
ElmTree Funds Announces New Early Investor Incentive Program
Founded in 2011 in St. Louis, ElmTree Funds is a private equity real estate firm with an established track record in the commercial real estate net-lease sector.
KKR Acquires Portfolio of Six Class A Industrial Warehouses Across the U.S.
The purchase follows KKR’s recent industrial warehouse investments in Nashville, Dallas and Houston. The addition of this approximately two million square foot portfolio brings KKR’s total warehouse acquisitions…
Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports
Count on Blue Vault for your Alternative Investment information needs.
The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact
Lee heads The Wealth Consulting Group (WCG), a Las Vegas, NV-based firm with a history that dates back to 1995. Since 2014, WCG has enjoyed a hybrid relationship with leading independent broker-dealer LPL Financial…
Capital Square Receives Zoning Approval for Mixed-Use Apartment and Hotel Project in Richmond, Virginia
“As Capital Square’s sixth development in Scott’s Addition, this project will fill a large void in the neighborhood, which is in need of hospitality venues to meet the growing demand from visitors to Richmond seeking accommodations near the city’s most vibrant neighborhood.”
Q2 2024 NTR AND BDC Filing Deadline: August 14, 2024
The SEC deadline for Q2 2024 quarterly financial report filings was August 14, 2024. Blue Vault begins processing data and preparing individual performance reports as filings become available for each offering. As individual performance pages are completed, they will...
Elevating Your Firm With High-Quality Marketing: Why It Matters
Here’s why high-quality marketing is crucial and how it can significantly impact your firm’s success. Imagine your website as the front…











