Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
How Much Liquidity Does a Portfolio Need? Balancing Public and Private Market Investments
As private market investments become more accessible to individual investors, portfolio liquidity is an increasingly important consideration.
Private Capital Plays a Growing Role in Financing the World Cup Economy
The World Cup is more than a global sporting event—it is a multibillion-dollar business ecosystem.
Advisor Guidance Becomes Key Factor in Private Credit Allocations
A wave of withdrawals from a Blue Owl private credit fund highlights the growing importance of liquidity considerations, advisor education, and distribution strategy
Private Wealth Firms Seek Direct Access to Alternative Investments
Private wealth firms are increasingly creating proprietary investment vehicles and forging direct relationships with alternative asset managers.
Recent News
Carlyle Announces Expansion of its Capabilities in the Aerospace, Defense & Government and Industrial Sectors Through a Dedicated Middle-Market Platform
Carlyle Carlyle (NASDAQ: CG) today announced an expansion of its Aerospace, Defense & Government and Industrial teams through a dedicated middle-market platform focused...
All Blue Vault Q1 2026 Nontraded BDC Performance Reports Now Available
Blue Vault published the following Individual Performance Reports (IPPs). We released a total of 24 IPPs this quarter, in addition to a limited data set for BDCs with...
Blue Vault Q1 2026 Nontraded REIT Performance Report Update
Blue Vault has published the following Individual Performance Reports (IPPs). We will release a total of 40 IPPs this quarter, in addition to a limited data set for NTRs...
Capital Square Launches $41.85 Million DST for Newly Constructed Townhome Community Near Orlando
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, today announced the...
CIM Group Closes $154 Million in Hotel Loans on Three Properties Continuing Hospitality Industry Focus
CIM Group CIM Group announced today that it has closed $154 million in hotel loans for three properties, demonstrating the company’s continued commitment to hospitality...
Nontraded BDC Fundraising Falls, Returns Rally in Q4 2025
Johnathan Rickman | Blue Vault Public and private fundraising for nontraded business development companies (BDCs) fell slightly in the fourth quarter of 2025, but the...
More articles…
Blue Vault Begins Publishing Q4 2025 Nontraded REIT Performance Reports
Turn Alternative Investment Data is Better Decisions with the Blue Vault Portal.
Blue Vault Publishes All Q4 2025 Nontraded BDC Individual Performance Reports
Blue Vault completes publication of all twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Wealth advisors are looking for signals that your firm is credible, current, and professional. And whether you realize it or not, your website is making that case immediately.
Missed SpaceX? The Next Generation Of Pre IPO Access Is Taking Shape
New investment vehicles are emerging that give individuals a way to access growth earlier than they could a decade ago.
Bluerock High Income Institutional Credit Fund Announces Q1 2026 Distribution at an 8.75% Current Annualized Rate
Since its inception on June 21, 2022, the Fund has paid approximately $9.76 in total distributions per share.
CIM Group and Partners in Miami Worldcenter Sell Development’s Retail and Entertainment District to Falcone Group, ROK Acquisitions, Andrew Mirmelli, The Davis Companies and Jamestown
Acquisition includes 300,000 square feet of retail, food and beverage, and entertainment space throughout the $6 billion, 27-acre development that created a vibrant destination in the heart of Downtown Miami.
Capital Square Fully Subscribes Build-for-Rent DST Offering Near Miami’s Hard Rock Stadium
The property was acquired in October 2025, and the offering was fully subscribed in fewer than three months.
Bluerock Value Exchange Announces More Than $3.4 Million in Special Distributions to Investors Across Multiple DST Programs
These distributions, paid on March 30, 2026, were issued in the form of supplemental rent and reflect the excess cash flow generated above the stated annual distribution rates of the underlying assets.
Blue Vault Publishes First Fourteen Q4 2025 Nontraded BDC Performance Reports
Blue Vault will publish twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
ExchangeRight Appoints Scott Dixon as Senior Vice President of the Pacific Northwest Region
In his role, Dixon will manage and deepen strategic relationships across Washington, Oregon, Idaho, Montana, Wyoming, and Alaska.











