Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Retirement Plans: The Next Big Move for Alts
As alternative investments enter the retirement plan space, it’s not just about product structure or regulatory readiness. It’s also in understanding and connecting with an entirely new set of audiences.
Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
Recent News
KKR Announces Offering of Senior Notes
KKR KKR & Co. Inc. (“KKR”) (NYSE: KKR) today announced that it has commenced an offering of senior notes (the “notes”), subject to market and other conditions. The notes...
ExchangeRight Fully Subscribes $62 Million Net-Leased Portfolio 69 DST, Expanding Essential Income REIT Pipeline
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased Portfolio 69 DST, reflecting continued demand for the company’s historically...
Blue Vault’s performance data includes coverage of 12 private equity-focused interval funds. Which fund had the highest distribution rate as of March 31, 2025, based on our data?
Answer: As of March 31, 2025, Cliffwater’s Cascade Private Capital Fund had the highest distribution rate of 6.12%, based on Blue Vault’s coverage of private equity-focused...
Upcoming Q2 2025 Filing Deadlines
The upcoming SEC filing deadlines for the period ending June 30, 2025, are: • Nontraded REITs and Nontraded BDCs must file their reports by Wednesday, August 14, 2025. •...
Alts Marketing: Mistakes Are Costly
Marketing Intent Alts marketing isn’t just about refined brochures or highly designed websites, it’s about trust, credibility, and making sure your story is being told in...
Gladstone Alternative Income Fund Announces Increase in Monthly Cash Distribution for August 2025
Gladstone Gladstone Alternative Income Fund (“Gladstone Alternative” or the “Fund”) announced today that its board of trustees declared monthly cash...
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Blue Vault Q3 2023 Individual Performance Page Update 01-02-2024
Blue Vault is your hub for Alternative investments
Higher Interest Rates Hit Nontraded REIT Fundraising and Valuations
“The industry is well positioned to meet redemptions up to the 5% quarterly cap with sufficient liquidity sleeves on the balance sheets to fund redemptions.”
StratCap Closes Sale of Strategic Wireless Infrastructure Fund I Assets
Scott Riggs, Chief Operating Officer of StratCap Wireless, added, “The addition of these 72 towers enhances the operating scale of our tower assets as we continue our strong momentum in the market.”
Assembling The Right Marketing Team
Your marketing team must be both creative and analytical. They need to understand complex product structures and investment philosophies, anticipate sales objections and address potential questions.
2024 Trends to Watch in Real Assets
There is reason to believe that more forced capital events, including sales of distressed assets, could be on the way.
NAV REITs Report Negative Median Total Returns for November
The monthly returns for NAV REITs compared very favorably to those of the listed REITs represented in the NAREIT All Equity REITs Index.
Blue Vault Q3 2023 Individual Performance Page Update 12-22-2023
Blue Vault is your hub for Alternative investments
What was the median annualized distribution yield for continuously offered nontraded REITs as of October 31, 2023?
Read more to learn the answer…
Pacific Oak Capital Markets Hires Elijah Davis as Senior Regional Vice President for the Four Corners Territory
Pacific Oak Capital Markets Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial services industry veteran Elijah Davis has joined the company as senior regional vice president. In his new position, Davis will be...
CIM Group Signs Sheppard Mullin to 119,217-Square-Foot Lease at City National 2CAL
CIM Group has implemented a program of capital and operational improvements at City National 2CAL…











