Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Ares Capital Agrees to Acquire MidCap Financial Investment
Ares Capital agreed to acquire MidCap Financial Investment in a transaction with approximately $2.6 billion in enterprise value. Closing is expected in the first half of 2027, subject to approvals and other conditions.
Bluerock Names Keith Lampi CEO of New Tax Solutions Division
Bluerock appointed Keith Lampi to lead its new Tax Solutions division, expanding the firm’s tax-advantaged investment platform for the private wealth channel.
Distributions vs. NAV: What’s Driving Nontraded REIT Total Returns?
Similar nontraded REIT returns can come from different combinations of distributions and NAV changes. Blue Vault examines six Class I examples—and what advisors should investigate beyond the headline result.
ExchangeRight Announces Full Subscription of $17.8 Million All-Cash DST
ExchangeRight announced the full subscription of Net-Leased All-Cash 20 DST, a debt-free portfolio of six retail properties. The offering is closed to new investors.
Recent News
JLL Income Property Trust Acquires Boston-Area Distribution Center for $90 Million
JLL Income Property Trust acquired Worcester Distribution Center, a Class A industrial property in Massachusetts, for approximately $90 million. The property is located in...
KKR Asset-Based Income Fund Extends Fee Reduction and Eliminates Early Repurchase Charge
KKR Asset-Based Income Fund has eliminated the 5% early repurchase fee that previously applied when investors tendered shares before the first anniversary of their purchase....
Highlands REIT Expands Tender Offer and Repurchases 18.7% of Outstanding Shares
Highlands REIT accepted approximately 135.4 million shares in its completed self-tender offer at $0.20 per share. The shares represented approximately 18.7% of the nontraded...
Blackstone Private Credit Fund Urges Investors to Reject Tender Offer at 12.5% NAV Discount
Blackstone Private Credit Fund’s board has unanimously recommended that shareholders reject an unsolicited tender offer from Cox Capital Retail Secondaries Fund I and its...
SEC Proposes Changes That Could Expand Private-Market Access
Blue Vault On September 30, 2026, the Securities and Exchange Commission proposed several changes that could broaden how individual investors access private-market...
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps A comparison of projected and actual distribution rates, including sponsor, property type and equity raised How...
More articles…
Procaccianti Hotel REIT Limits Second-Quarter Share Repurchases to Approximately 3%
Procaccianti Hotel REIT has disclosed the results of its latest quarterly liquidity window after available funding fell short of investor requests.
Private Credit Is Expanding Beyond Corporate Loans
Private credit is moving well beyond traditional corporate lending, opening a part of the market many investors may not yet recognize.
Are BDC Investors Buying Performance or Something Else?
BDC capital raise fell 51% in Q2 2026, but the headline decline doesn’t tell the whole story. Blue Vault’s latest analysis shows where market share shifted, which BDCs gained ground, and how fundraising momentum changed as the overall market contracted.
AI’s $500 Billion Capital Need Is Creating a New Private Markets Opportunity
Six of the world’s largest financial firms are joining NVIDIA in an ambitious financing effort that could reshape how investors gain exposure to the AI boom.
When Pension Money Seeds a Wealth-Channel Fund, Advisors Should Take Notice
A significant pension commitment to an interval fund headed for major wealth platforms highlights an interesting convergence between institutional and individual-investor alternatives.
Tender Offer Funds Are Opening Another Door to Institutional Hedge Fund Strategies
A new advisory partnership is bringing an institutional hedge fund strategy further into the wealth channel through a structure advisors are seeing more often.
Private Infrastructure Moves Further Into the Wealth Channel
Another traditionally institutional asset class is making its way into wealth portfolios, and a newly launched interval fund illustrates how that transition is occurring.
Q2 BDC Capital Raise: Where Did the Money Move?
BDC capital raise fell 51% in Q2 2026, but the headline decline doesn’t tell the whole story. Blue Vault’s latest analysis shows where market share shifted, which BDCs gained ground, and how fundraising momentum changed as the overall market contracted.
Strategic Student & Senior Housing Trust Reports 17% Increase in Property NOI
Strategic Student & Senior Housing Trust’s latest stockholder update highlights changes in revenue, expenses, occupancy, and resident-pay composition.
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.











