Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.
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Recent News
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...
BlueGate Opens New Property in Christiana, Expanding Storage Solutions for Middle Tennessee RV and Boat Owners
BlueGate BlueGate, a leading owner, operator, and developer of recreational storage, has opened a new state-of-the-art facility in Christiana, Tenn., part of the Nashville...
SEI to Hold Investor Conference in New York City
SEI SEI Investments Company (NASDAQ:SEIC) will host its Investor Day in New York City for institutional investors and industry analysts on Thursday, Sept. 18, 2025, from...
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
SmartStop SmartStop Self Storage REIT, Inc. (“SmartStop”) (NYSE: SMA), an internally managed real estate investment trust and a premier owner and operator of...
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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?
For more research and data like this, become a Blue Vault member!
TradeBacked appoints Jason Harris as VP of Sales, Capital Markets
Jason Harris began his career in the financial services industry in 2007. He has held series 7, 63, and 65 securities licenses.
Inland Closes $27 Million Capital Raise for Class A Multifamily Development in Milwaukee’s Historic Third Ward
“We are thrilled to close the offering of IVP’s newest development,” said Rod Curtis, president of Inland Venture Partners.
Self-Storage Supply Expected to Plunge: Report
The reason for this huge revision of expected supply is simple: More self-storage properties are being deferred or abandoned altogether all across the country.
Bluerock Value Exchange Launches $41 Million Diversified Industrial Portfolio III DST
Bluerock Value Exchange is a national sponsor of syndicated 1031-exchange offerings with a focus on Premier Exchange Properties™ that seek to deliver stable cash flows and potential for value creation.
StratCap Expands Management Team with Two Key Hires
“We are thrilled to welcome Katie and Andre to the team,” said Jim Condon, Managing Partner of StratCap. “Their proven track records, experience, and diverse skill sets will be instrumental in building a stronger, more dynamic distribution team that fosters innovation and drives future growth.”
Inland Real Estate Acquisitions, LLC Closes the Purchase of a Luxury Build-to-Rent Multifamily Property in Glendale, Arizona
Mark Cosenza, senior vice president of Inland Real Estate Acquisitions, LLC, with assistance from David Neboyskey, VP and associate counsel of The Inland Real Estate Group, LLC, Law Department, completed the deal on behalf of an Inland affiliate.
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