Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Starwood REIT Forms $1.02 Billion Affordable Housing Joint Venture with Apollo
The transaction is designed to enhance liquidity while maintaining operational control of the portfolio.
Cerulli: Advisors Could Add $2 Trillion to Private Markets Within Five Years
New research from Cerulli projects advisor allocations to private markets will grow by an additional $2 trillion over the next five years, driven by expanding access, interval funds, and increasing client demand.
SEC Proposal Could Expand Access to Nontraded REITs and BDCs
A proposed SEC rule could significantly reduce state-by-state regulatory hurdles for publicly offered nontraded REITs and BDCs, potentially broadening investor access.
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Kelly Park Capital has launched PRISM 2.0, a new onboarding platform designed to streamline subscriptions across multiple private market investments.
Recent News
ExchangeRight Fully Subscribes $55.9M Net-Leased Portfolio 71 DST, Providing REIT Exit Optionality to Investors
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the full subscription of Net-Leased...
Monroe Capital Closes $6.1 Billion in New Investable Capital for its Private Credit Strategy
Monroe Capital Monroe Capital LLC (“Monroe”), a leading private credit investment firm, announced the final close of its 2025 Monroe Capital Private Credit Fund V (“Fund” or...
Strike the Right Marketing Cadence with Frequency, Engagement, and Impact
Marketing Intent During the recent ADISA conference, a recurring theme emerged among the professionals in attendance: “We don’t want to contact people too much. What’s the...
Based on the nontraded REITs tracked by Blue Vault, how much capital did the nontraded REIT industry raise through private offerings in the third quarter of 2025?
Answer: Based on the nontraded REITs tracked by Blue Vault, the nontraded REIT industry raised $1.37 billion through private offerings in Q3 2025. Discover...
Capital Square Launches New Active Living DST Offering in Richmond’s Short Pump Submarket
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...
2026 Alternative Playbook: What To Overweight, Underweight, And Why
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Diversifying into alternative investments works much like investing in...
More articles…
How Alts and Blue Vault Data Propel Creative Capital’s Advisory ‘Playbook’
“The sponsor is a sales person; they’re not going to tell you the warts. But when you look at Blue Vault, you can compare one to another. Blue Vault’s data is very useful.”
Which nontraded REIT in the 8th Edition Nontraded REIT Full-Cycle Performance Study had the highest IRR for early investors?
For more in-depth data and research like this, become a Blue Vault member today!
Unveiling Your Firm’s Story: The Power Of Differentiation In Alternative Investment Marketing
Like life itself, your marketing strategy will undergo iterations as you refine your message and adapt to changing landscapes. Embrace the imperfections and view them as stepping stones towards growth.
ExchangeRight’s Net-Leased All-Cash 2 DST Fully-Subscribed by Increased Demand for Its Debt-Free Offerings
Warren Thomas, a managing partner at ExchangeRight, shared that the company’s All-Cash Offerings are structured to accommodate diverse investor needs, allowing investors who desire debt-free instruments to participate in the benefits of ExchangeRight’s conservative investment strategy.
CIM Group Opens The Jayne 69-Unit Apartment Building in Los Angeles’ West Adams Neighborhood
The Jayne features modern apartment residences offering studio and one-bedroom floorplans, many with balconies, and all with contemporary design elements, flooring and fixtures, in-unit laundry and infused with natural light from the building’s large windows.
Blue Vault Publishes Q4 2023 BDC Individual Performance Reports
Blue Vault is your hub for Alternative investments
Madison Capital Names Ken Carpenter as Chief Investment Officer (CIO) to Drive Real Estate Development and Investment
Mr. Carpenter brings a wealth of experience earned over a 25-year career in real estate investment and management. He most recently spearheaded Greystone’s move into Real Estate Investment Management (REIM) for third-party investors through the acquisition of a leading real estate management company.
Ashford Hospitality Trust Closes Sale of Hilton Boston Back Bay
“We are pleased to announce the closing of the sale of the Hilton Boston Back Bay for a very attractive value and the significant progress we’ve made in paying down our strategic financing,” commented Rob Hays, Ashford Trust’s President and Chief Executive Officer.
Inland ALT REIT Acquires Self-Storage Portfolio
“The acquisition was significant as it marks the Company’s strategic entry into the self-storage sector, which is one of its primary investment targets with a focus on alternative real estate sectors,” said Keith Lampi, chief executive officer of the Company.
Blackstone REIT Signals Optimism as Investor Redemptions Wane
Blackstone REIT’s sponsor, private equity giant Blackstone, this week signaled such a return to growth with a $10 billion offer, its biggest multifamily deal to date, to take Apartment Income REIT private.










