Professional Services Perspectives
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Headlines
Private Markets Offer New Paths to Portfolio Diversification
As high-net-worth investors look beyond the traditional stock-and-bond portfolio, private credit and real estate are gaining attention as additional sources of income and diversification. But incorporating alternatives requires advisors to look beyond headline yields.
Liquid Strategies Restates Financials for Two Interval Funds Following Interest Income Error
Liquid Strategies has restated previously reported results for two of its interval funds after identifying an accounting error involving accrued interest on private credit investments. The corrections significantly changed how the funds’ returns were classified, while leaving their net assets and total returns unchanged.
Monroe Capital’s MLEND Expands Private Credit Portfolio as Public Offering Builds
Monroe Capital’s nontraded BDC is rapidly building its private credit portfolio, but the sources of capital behind that growth reveal a notable gap between investment activity and public share sales.
BREIT Exits Self-Storage, Invests $3.3 Billion in Data Centers
BREIT continued reshaping its real estate portfolio in the second quarter, exiting self-storage while committing billions to data center development as Blackstone increases its exposure to AI-driven infrastructure demand.
Recent News
Blue Vault Performance Report and Industry Review Update 12-29-2025
Blue Vault recently published the Q3 Nontraded REIT and Nontraded BDC Industry Reviews along with these Individual Performance Reports (first-time reports are noted in...
Eagle Point Credit Company Inc. Announces Full Redemption of the 8.00% Series F Term Preferred Stock Due 2029
Eagle Point Eagle Point Credit Company Inc. (the “Company”) (NYSE: ECC, ECCC, ECC PRD, ECCF, ECCU, ECCV, ECCW, ECCX) today announced the full redemption of the Company’s...
Inland Real Estate Acquisitions, LLC Purchases University Student Housing Portfolio with The Scion Group
Inland Inland Real Estate Acquisitions, LLC (“Inland Acquisitions” or “Inland”) announced the purchase of a three-property student housing portfolio with The Scion Group....
StratCap Digital Infrastructure REIT Sells Cell Towers to Accelerate Rebalancing Toward Core Data Centers
StratCap StratCap Digital Infrastructure REIT, Inc. (“DIR” or the “Company”), a publicly registered, non-traded real estate investment trust, today announced that it...
Alts and Answers NYC: Knowledge Sharing and Networking in the Big Apple
Johnathan Rickman | Blue Vault Alts and Answers New York City — the seventh in our series of next-level lunch and learns — was filled with insights and intel and provided a...
Marketing & Communications as Part of Operational Due Diligence Success
Marketing Intent Operational due diligence (ODD) isn’t simply part of the launch process; it’s a pivotal stage that can ultimately decide how your offering performs. And...
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Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Chris Hogg Appointed to SEI Master Trust Board
The addition to the Board supports Master Trust’s stability and growth.
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
The 62-unit, active adult community was acquired on behalf of CS1031 Texas Active Adult Living I, DST, which seeks to raise equity from accredited investors.
Manulife John Hancock Investments Launches New Active ETF Targeting Select Value Opportunities
The launch brings Manulife John Hancock Investment’s ETF suite to a total of 17 funds with over $7.5 billion in assets under management.









