Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Based on the nontraded BDCs currently raising capital that Blue Vault tracks, what was the nontraded BDC industry’s median rate of return through the first six months of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Stay informed about alts
Subscribe to our free emails
Recent News
ASHFORD SECURITIES EXPANDS TEAM WITH STRATEGIC HIRES
Ashford Securities Ashford Securities LLC (“Ashford Securities”), a wholly owned subsidiary of Ashford Inc. (“Ashford”), is pleased to announce the addition of two...
Alts Lingo for Beginners: How to Make an Informed Pitch
Johnathan Rickman | Blue Vault As a wealth advisor, you want what’s best for your clients. You’ve explored the options, done your research, and now you’re ready to pitch an...
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
Answer: Founded in 2007, Investment Management firm, HPS Investment Partners, manages $149 billion in assets, including 126 billion of private credit. Their BDC, HPS...
Blue Vault Publishes Q4 2024 Nontraded REIT Industry Review
Blue Vault has published its Q4 2024 Nontraded REIT Industry Review. In addition to individual performance pages (IPPs), the full review contains summaries of nontraded REIT...
Broker-Dealers: The Alts Ecosystem’s Salesforce
Johnathan Rickman | Blue Vault You’re a wealth advisor who’s new to alts. You and your client have researched an investment opportunity and are prepared to move forward. So,...
Blue Vault’s Publishes New Interval Fund and Tender Offer Fund Performance Reports
Blue Vault published new Individual Performance Pages (IPPs) for these Interval Funds and Tender Offer Funds : Interval Funds Angel Oak Strategic Credit Fund 2025-01-31 ARK...
More articles…
Leveraging Case Studies To Showcase Your Firm’s Success
Marketing Intent Conveying the value and expertise of your firm can be a challenge. One of the most effective ways to illustrate your firm’s capabilities and successes is through well-crafted case studies. At Marketing Intent, we’ve seen firsthand how powerful these...
CIM Group Unveils Boutique 23-Unit Apartment Building at 2599 Alsace in West Adams Neighborhood
CIM Group opens six-story apartment building in West Adams featuring rooftop terrace, high-end lounge and easy public transportation access.
Fifth Third Bank Joins Wells Fargo to Increase ExchangeRight REIT Credit Facility to $100 Million
Expanding the Essential Income REIT’s Credit Facility with this commitment from Fifth Third Bank on behalf of the REIT further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
Investment firm buys Alpharetta’s Hamilton Hotel after foreclosure
Greg Friedman, CEO and managing principal for Peachtree Group, said his firm intends to focus on stabilizing the hotel’s performance.
Blue Vault Publishes Final April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
