Professional Services Perspectives
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Five Questions Every Investor Should Ask Before Investing in a Delaware Statutory Trust
A recent Kiplinger article outlines several important questions investors should answer before deciding whether a Delaware Statutory Trust is the right fit for their financial goals.
Blackstone, Brookfield, and KKR Join Record $16 Billion Kuwait Pipeline Infrastructure Partnership
A landmark infrastructure transaction involving three of the world’s largest alternative asset managers highlights the continued evolution of private capital investing.
Bloomberg Acquisition of Canoe Intelligence Signals Growing Demand for Private Markets Data
A major acquisition in the wealth technology space highlights how rapidly the infrastructure supporting alternative investments is evolving.
Interval Funds Continue to Reshape Retail Alternative Investing
As interval funds continue to attract new assets and sponsors, advisors are taking a closer look at what is driving the growth—and what investors should understand before allocating capital.
Recent News
CIM Group Announces Grand Opening Date for Hotel Phoenix at Centennial Yards
CIM Group CIM Group announced today that Hotel Phoenix will open its doors to guests on December 1. Hotel Phoenix marks a historic milestone as the first hotel to open at...
StratCap Expands Sales Team: Michael Kerrigan Hired as Senior Regional Vice President for the Southeast
StratCap StratCap, LLC (“StratCap”) announced today that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investment...
Unlocking Growth: How Trade Finance Fuels Middle Market Business
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Alternative investments are everywhere these days, from the launch of...
Syverson Strege Partners with SEI to Elevate Financial Planning Experience
SEI SEI® (NASDAQ:SEIC) today announced that Syverson Strege, a leading fee-only financial planning and investment management firm managing $1 billion in assets under...
Full Subscription of ExchangeRight All-Cash 15 DST Adds to Acquisition Pipeline for Essential Income REIT
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 15 DST, adding to the growing acquisition pipeline for ExchangeRight’s Essential...
Strengthen Advisor Relationships: Elevate the Conversation Using Objections
Marketing Intent Objections. They have a way of signaling friction before any point is debated. They can feel challenging, disconcerting, and at times even personal. Yet...
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Blue Vault Q1 2025 Full Nontraded BDC Industry Review is Published
The Q1 2025 Nontraded BDC Industry Review is published and available for Blue Vault members. The full review looks at industry statistics such as total assets, historical capital raise, median total returns, and much more.
Blue Vault Nontraded REIT Q1 2025 Page Update 6-5-2025
Thirty-seven Nontraded REIT Performance Reports are now available. Be sure to check back soon for the release of our NTR Industry Review.
Blackstone REIT has dominated the nontraded REIT sector in capital raising ($902.2 million in the fourth quarter of 2024) ever since it was introduced in late 2016. Which firm is currently second?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Cove Capital Investments Announces It Has Fully Subscribed Its NorthPark Shopping Center Opportunity 78 Delaware Statutory Trust Offering in Monticello, AR
Cove Capital successfully raised $9.1 million from accredited investors to fully subscribe this 100% debt-free DST offering.
As of December 31, 2024, what was the average distribution yield for all nontraded BDCs tracked by Blue Vault?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!











