Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Consortium Led by Global Infrastructure Partners and EQT Agrees to Acquire AES
Transaction positions AES to accelerate growth as a leading clean energy platform across the Americas.
Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, what was the average redemption rate for private equity as an asset class year-to-date through September 30, 2025?
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ExchangeRight’s Essential Income 5 DST Fully Subscribed Amid Soaring Investor Demand for REIT Fast-Track Strategies
The $38.1 million portfolio of net-leased real estate is backed by historically recession-resilient tenants and provides investors with a current cash flow rate of 5.50%.
Private CRE Debt Complements Direct Lending in Client Portfolios, Credit Experts Say
Private commercial real estate debt is part of a broad array of private credit opportunities beyond direct lending.
Recent News
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...
Strategic Advisor Engagement: Q&A with Marketing Intent
Johnathan Rickman | Blue Vault We spoke with Cherie Fournier and Alise Lucero of Marketing Intent to learn how they work with alternative investment firms to overcome...
NexPoint Launches Small Bay III DST Offering
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Small Bay III DST (the “Offering”), a Delaware statutory trust...
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Capital Square Appoints Jay Olander as President
“I am thrilled that Jay Olander, our colleague and friend, has joined the senior leadership at Capital Square,” said Louis Rogers.
Phoenix American Announces the Hiring of Anna Camera as Vice President Client Cash Management & Tax Services
Phoenix American announced today that the company has hired Anna Camera as Vice President for Client Cash Management and Tax Services.
Earnings call: Ashford Inc. announces solid growth and strategic updates
The company’s conference call highlighted the expansion of Premier with a 32.9% growth and the raising of approximately $580 million through Ashford Securities.
Unlocking The Potential Of Your Alternative Investment Product: Marketing Strategies That Work
At Marketing Intent, we specialize in marketing alternative investments of all types, and we’re here to help you uncover your story and engage financial advisors to help support your capital-raising efforts.
Build Wealth By Investing In The Promise Of Infrastructure
Many parts of our world fit into the infrastructure space including energy, transportation, utilities, communication, network infrastructure, and even storage spaces.
BREIT Fulfills All Redemption Requests For First Time Since 2022
“BREIT fulfilled 100% of repurchase requests in February and has now provided full liquidity to all investors seeking it,” the company said in a statement Friday morning…
Alts Summit 2024: Your Compass for Navigating the Alts Universe
That’s why we’ve created the Blue Vault Bowman Alts Summit. Join us March 11-13 at the Omni PGA Resort in Frisco, TX, and join other travelers — advisors, asset managers, home office personnel, and others — on their quest for real-time alts knowledge and networking.
The Essential Income REIT Achieves 9.91%–10.54% Tax-Equivalent Yields on 2023 Distributions
Joshua Ungerecht, a managing partner at ExchangeRight, shared that the Essential Income REIT’s consistently strong tax-equivalent yields have made it an attractive offering for retired investors looking for tax-advantaged income.
Not Just for Advisors: Industry is All In at Alts Summit 2024
Attending Alts Summit 2024 will give you all the tools and connections you need to truly maximize the benefits alts can have in your practice.
Which continuously offered nontraded REIT offered the highest distribution yield on its Class I shares as of January 31, 2024?
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