Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEC Proposal Could Expand Access to Nontraded REITs and BDCs
A proposed SEC rule could significantly reduce state-by-state regulatory hurdles for publicly offered nontraded REITs and BDCs, potentially broadening investor access.
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Kelly Park Capital has launched PRISM 2.0, a new onboarding platform designed to streamline subscriptions across multiple private market investments.
Expect More Scrutiny of Continuation Vehicles
As continuation vehicles become more common in private markets, advisors should expect increased regulatory scrutiny around valuations, conflicts of interest, and investor disclosures.
InvenTrust Reports Higher FFO as Sun Belt Acquisition Activity Accelerates
InvenTrust’s latest quarterly filings reveal accelerating property-level growth and an active expansion campaign across its Sun Belt markets.
Stay informed about alts
Subscribe to our free emails
Recent News
Making Your Marketing Tech Stack Work Smarter, Not Harder
Marketing Intent Have you analyzed your marketing tech stack lately? Most marketing teams mean well. A new tool launches, promises efficiency or insight, and suddenly it’s...
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?
Answer: Year-to-date through October 31, 2025, and based on most current filings, NB Crossroads Private Markets Fund IV Holdings LLC, managed by Neuberger Berman, had the...
Bluerock Value Exchange Launches $60 Million 1031 Exchange BR Diversified Industrial Portfolio 7 DST
Bluerock Value Exchange Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced the...
Essential Income REIT’s Net Asset Value Per Share Increases in Q4 2025
ExchangeRight ExchangeRight has announced that the Net Asset Value (“NAV”) per share of the Essential Income REIT has increased to $27.46 per share based in part on an...
Capital Square Celebrates Grand Opening of Chasen, a Multifamily Community in Richmond’s Scott’s Addition Opportunity Zone
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities across the nation, has...
Year-to-date through October 31, 2025, and based on most current filings, which interval fund tracked by Blue Vault had the highest maximum distribution rate?
Answer: Year-to-date through October 31, 2025, and based on most current filings, the Alternative Strategies Income Fund, managed by Sachs Capital Group, had the highest...
More articles…
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
Sorry, but you do not have permission to view this content.
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Count on Blue Vault for your Alternative Investment information needs.
Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
The purpose of the Outlook is to provide wealth advisors with a review of where alternative investments sit at the mid-way point of 2024 and what to look for as we move forward through 2024.
11 of the 14 NAV REITs had positive Class I shareholder returns in July 2024
Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update
Count on Blue Vault for your Alternative Investment information needs.
Fed officials uneasy about job market as they get ready for Jackson Hole
Amid still-strong consumer spending and economic growth that may be slowing but remains positive, the Fed is not yet ready to consider the job market in crisis – it just wants to avoid creating one.
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?
To access in-depth research and insights, start your Blue Vault membership today!
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…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
