Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Our members have a multitude of metrics at their fingertips that go deeper than the usual at-a-glance listings of capital raise, AUM, and distribution.
Building Strong Marketing Foundations for Alternative Investments
Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group was also shortlisted for Real Estate Manager of the Year, underscoring the firm’s growing influence and leadership in insurance for both its real estate and infrastructure strategies.
Recent News
Since 2015, which year did the nontraded REITs tracked by Blue Vault have the highest average and median distribution rates?
Answer: Nontraded REITs tracked by Blue Vault reported the highest average and median distribution rates of 5.89% and 6.28%, respectively, in 2015. Discover...
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
CAZ Investments CAZ Investments, one of the top 125 allocators to private equity worldwide1, is pleased to announce that access to one of its core investment strategies, GP...
The 60-90 Day Approach
Marketing Intent Launching a new alternative investment fund is a milestone every firm looks forward to with excitement and anticipation. But amid all the planning,...
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital iCapital1, the global fintech company shaping the future of investing, is expanding its partnership with Apollo by making a series of evergreen private markets...
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
TIFIN In an AI-driven world, it’s tempting to believe that scale alone wins. Broad, generalist platforms offer impressive capabilities across industries, automating tasks,...
Blue Vault’s alternative investment data includes coverage of 19 active and open nontraded REITs. Which growth-stage offering issued prior to 2023 had the lowest redemption rate as of March 31, 2025?
Answer: Of the active and open, growth-stage nontraded REITs tracked by Blue Vault, SmartStop Asset Management’s Strategic Storage Trust VI, Inc. had the lowest redemption...
More articles…
Blackstone REIT’s Easing Share Redemption Requests Seen as Positive for Nontraded Funds
Blackstone REIT received and redeemed $961 million in repurchase requests in February, the REIT disclosed in a monthly performance report to shareholders…
Watch: ExchangeRight’s Resilient Performance in 2023
“Our conservative investment strategy helped us to empower investors to be secure, free, and generous in 2023,” said Warren Thomas, a managing partner at ExchangeRight.
Eagle Point Institutional Inc. Fund Reports December 2023 Financial Results, Increases Annualized Distributions To 9.0% And Announces Total Net Annual Return Of 12.3%
Eagle Point Institutional Income Fund seeks to provide investors with an attractive income stream by investing primarily in diversified pools of senior secured loans called collateralized loan obligations (“CLOs”).
Hines Securities Successfully Completes $77 Million Multifamily DST
“We couldn’t be more pleased to help investors achieve their 1031 goals, as evidenced by the overwhelming response to HREX Multifamily I DST.”
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…










