Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Based on the offerings tracked by Blue Vault, what was the median distribution yield (Class A or Class T) for open nontraded REITs in the third quarter of 2025?
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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?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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.
Recent News
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...
Eagle Point’s Defensive Income Strategy Celebrates Fifth Anniversary with Over $5 Billion in AUM
Eagle Point Credit Management LLC Eagle Point Credit Management LLC (“Eagle Point”), a private credit investment manager, announced today that its Defensive Income Strategy...
National Property REIT Corp., a Prospect Capital Corporation Portfolio Company, Exits Crown Point Property with a 19.1% IRR and 2.6x Cash-on-Cash Multiple
National Property REIT Corp. National Property REIT Corp. (“NPRC”), a wholly owned portfolio company of Prospect Capital Corporation (NASDAQ: PSEC), today announced the sale...
iCapital® Makes Strategic Investment in LYNK Markets, Partners to Scale Adoption of Alternatives Globally Through Private Alternative Investment Fund Notes
iCapital iCapital1 , the global fintech company shaping the future of investing, announced a strategic investment in and partnership with LYNK Markets, a leading fintech...
Billions, Bottles, And Banksy: The New Wave Of Collectible Investing Platforms
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group You no longer need to be a millionaire to own a Picasso. From rare wines...
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI SEI® (NASDAQ:SEIC) today announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is live on the...
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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...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
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What percentage of total industry assets were made up by the ten largest interval funds?
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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.











