Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blackstone, Brookfield, and KKR Join Record $16 Billion Kuwait Pipeline Infrastructure Partnership
A landmark infrastructure transaction involving three of the world’s largest alternative asset managers highlights the continued evolution of private capital investing.
Bloomberg Acquisition of Canoe Intelligence Signals Growing Demand for Private Markets Data
A major acquisition in the wealth technology space highlights how rapidly the infrastructure supporting alternative investments is evolving.
Interval Funds Continue to Reshape Retail Alternative Investing
As interval funds continue to attract new assets and sponsors, advisors are taking a closer look at what is driving the growth—and what investors should understand before allocating capital.
Traditional Asset Managers Bring Private Markets to More Investors Amid Growing Demand
As some of the industry’s biggest names expand into private markets, advisors are taking a closer look at what these new investment vehicles could mean for client portfolios.
Recent News
Capital Square Completes UPREIT Transaction Near Atlanta with DST Investors
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...
Tender Offer Fund Assets, Fundraising on the Rise in 2025
Johnathan Rickman | Blue Vault The tender offer fund industry continues to grow in size, steadily boosting capital inflows and assets — and retail access to private market...
CIM Group White Paper: Out of Distress Comes Opportunity: The Return to Office Credit
CIM Group Out of Distress Comes Opportunity: The Return to Office Credit Amid today’s favorable valuation environment, we believe real estate credit offers historically...
Based on the offerings tracked by Blue Vault and most recent filings, what was the tender offer fund industry’s total AUM year-to-date through October 31, 2025?
Answer: The tender offer fund industry had $100.7 billion in AUM as of October 31, 2025, surpassing the $77.1 billion reported in 2024 and the $57.5 billion reported in...
Essential Income REIT Sweeps Blue Vault’s Top Q3 2025 Performance Ratings
ExchangeRight ExchangeRight has announced that the Essential Income REIT has achieved a top-tier sweep in Blue Vault’s Q3 Non-Traded REIT Industry Review. The REIT was one...
Priority Income Fund Announces Redemption of $19.5 Million of its 6.000% Series J Term Preferred Stock Due 2028
Priority Income Fund, Inc. Priority Income Fund, Inc. (“Priority Income Fund” or the “Fund”) announced today that it will redeem 790,000 of the 1,580,000 outstanding shares...
More articles…
The Top Employee and Independent Broker/Dealers
This year, J.D. Power found that satisfaction among employee advisors rose 59 points between 2023 and 2024, while satisfaction among independent advisors dropped by 15 points.
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024
Phoenix American was awarded Fund Administration Services of the Year 2024.
LODAS Six-Month Trading Volumes Rose 73%; Transfer-Agent Business Continues Momentum
LODAS enables sponsors to streamline the entire investment life cycle for investors. LODAS addresses time-consuming, inefficient alts processes, making it easier for investors to buy and sell as they choose.
Go Store It Self Storage Names Adam Willey as New Director of Operations
Go Store It Self Storage, an affiliate of Madison Capital Group, has appointed Adam Willey as the new Director of Operations.
Watch: ExchangeRight Surpasses $6 Billion in Assets Managed on Behalf of Investors
The ExchangeRight team is proud to have protected their capital and provided monthly distributions that met or exceeded initial targets, month after month without exception, from the very founding of ExchangeRight over a decade ago.
Blue Owl Capital Significantly Expands Alternative Credit and Asset-Based Finance Capabilities with Acquisition of Atalaya Capital Management’s Business
Blue Owl Capital Inc., a leading alternative asset manager, announced today it has entered into a definitive agreement to acquire the business of alternative credit manager Atalaya Capital Management LP for $450 million.
Which nontraded REIT acquired the most properties in the fourth quarter of 2023?
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How North Carolina’s Cornerstone Leverages Faith to Help its Clients Manage ‘Eternal Wealth’
Learn more about Cornerstone Wealth Management and consider joining them in becoming a Blue Vault member today!










