Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Peachtree Group and Western Alliance Bank Announce $50 Million Warehouse Facility to Support Equipment Finance Division’s Growth
Western Alliance Bank is providing a $50 million warehouse funding facility to support the expansion of Peachtree Group’s Equipment Finance division.
Apollo Reports Fourth Quarter and Full Year 2025 Results
As of December 31, 2025, Apollo had approximately $938 billion of assets under management.
Blue Owl Capital Inc. Fourth Quarter 2025 Results
Blue Owl declared a quarterly dividend of $0.225 per Class A Share, payable on March 2, 2026, to shareholders of record at the close of business on February 20, 2026.
Madison Communities closes $24.7 million construction loan for Madison Trinity build-to-rent townhome community in Nashville
Madison Communities closed a $24.7 million construction loan to finance a build-to-rent townhome community in Nashville, Tenn.
Recent News
Peachtree Group Surpasses $2 Billion in Private Credit Transactions for 2025
Peachtree Group Peachtree Group (“Peachtree”), a diversified commercial real estate investment firm, has completed more than $2.0 billion in private credit transactions...
Preferred Stock: Basics, Benefits, and Risks
Johnathan Rickman | Blue Vault Preferred stock, or “preferreds” for short, are traded and nontraded securities that sponsors issue to raise capital while providing different...
iCapital® Launches BlackRock Private Credit Solution for Accredited Investors in Canada
iCapital iCapital1 , the global fintech company shaping the future of global investing, is proud to bring a private credit solution offered by BlackRock to market in Canada....
Peachtree Group Appoints Lindsay Monge as Executive Vice President, Asset Management
Peachtree Group Peachtree Group (“Peachtree”), a leading commercial real estate investment firm overseeing a diversified portfolio of more than $8 billion, today announced...
Of the 18 open nontraded REITs tracked by Blue Vault, how many of those in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four quarters?
Answer: Of the 18 open nontraded REITs tracked by Blue Vault, 7 REITs in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four...
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced expanded strategic partnerships with Envestnet, Orion, and...
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Blue Vault Performance Page Update 7-8-2024
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
Which continuously offered nontraded REIT provided the highest total return over the trailing 12-month period thru February 2024?
For more insights like this, consider becoming a Blue Vault member today!
ShopOne Announces CEO Transition
“It has been an absolute honor to serve as CEO of ShopOne and oversee a strategy that has resulted in significant value for our institutional partners and the communities we serve,” Roche stated.
The Importance of Consistent Communication in Financial Advisor Relationships
Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.
Blue Vault Performance Page Update
Unlock alts performance data with a Blue Vault membership.
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend
XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration.
John Hancock Closed-End Funds Declare Monthly Distributions
The John Hancock closed-end funds listed below declared their monthly distributions today as follows…
Market Conditions Impact on Full-Cycle Events
Luke Schmidt shares how market conditions impact on Full-Cycle events in this webinar...
Custom Benchmarks Help Compare Full-Cycle Events
Luke Schmidt shares how custom benchmarks help compare Full-Cycle events in this webinar...
Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC
“Sawmill will be a vibrant, region-transforming community,” said Milton Thomas, President of Turnbull Development.











