Professional Services Perspectives
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Cove Capital Investments Completes Acquisition of a 64,607-Square-Foot Corporate Headquarters Building in Southfield, Michigan to Finalize the Formation of Its Southfield Corporate 118 DST
The recent acquisition highlights a fully leased corporate headquarters asset to Cove Capital’s growing portfolio of debt-free Delaware Statutory Trust offerings.
SEC Risk Alert Puts Advisor Compensation and Product Conflicts Back in Focus
A recent SEC Risk Alert shows where compensation arrangements, product selection and routine billing practices can create compliance problems for advisory firms.
As Alternatives Become Mainstream, Advisors Face a New Scaling Challenge
As alternatives become a larger part of client portfolios, advisors are confronting challenges that extend well beyond selecting individual funds.
Alts Tech Continues to Evolve as Platforms Simplify Alternative Investment Workflows
Managing alternative investments is becoming less about paperwork and more about technology as new AI-powered tools and platform integrations reshape the advisor experience.
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The Advisor Journey: From Curiosity to Commitment
Marketing Intent Capturing the attention of financial advisors isn’t accidental, it’s intentional. In the alts space, where opportunity and complexity intersect, influencing...
GSREIT Now Available on iCapital Marketplace
Greenwood Star Greenwood Star Holdings (“Greenwood Star”), a vertically integrated real estate company specializing in the acquisition, management, and...
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return in the third quarter of 2025?
Answer: Based on the nontraded BDCs tracked by Blue Vault, NexPoint Capital Inc. had the highest quarterly return of 3.88% in the third quarter of 2025. Discover...
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Answer: Based on the interval funds tracked by Blue Vault, City National Rochdale Strategic Credit Fund had the highest distribution rate of 21.92% in the first half of...
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Johnathan Rickman | Blue Vault Wealth advisors have a lot on their plate, with time for conducting research in rare supply. As more investors pivot their portfolios to...
Building Strong Marketing Foundations for Alternative Investments
Marketing Intent In this industry, where sophisticated strategies and complex structures often define processes, the most effective fund marketing still rests on a handful...
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Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault has tracked performance data for nontraded BDCs since 2009. Based on the funds we have covered over the years, how much gross capital has the nontraded BDC industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
J.P. Morgan Asset Management Strengthens Canadian Market Presence with New ETF Launch
The ETF works to outperform the MSCI World Index, delivering superior growth and free cash flow yield with similar to lower valuation versus the benchmark, while effectively managing risks across sectors and regions.
Guide the Journey or Rush the Sale
When advisors feel like they’re part of your journey, they’re much more likely to stick around for the long haul.
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
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