Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
GSREIT Now Available on iCapital Marketplace
Partnership expands access to private multifamily real estate strategy for wealth advisors and their clients.
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Our members have a multitude of metrics at their fingertips that go deeper than the usual at-a-glance listings of capital raise, AUM, and distribution.
Recent News
Cove Capital Investments, LLC Successfully Closes on Two Debt Free Properties for its Cove Essential Net Lease Portfolio 90 DST Offering Available for 1031 Exchange Investors
Cove Capital Investments Dwight Kay and Chay Lapin, Founding Members of Cove Capital Investments, LLC, announced the Delaware Statutory Trust sponsor firm successfully...
Bluerock Total Income+ Real Estate Fund Celebrates its 50th Consecutive Quarterly Distribution
Bluerock Bluerock Total Income+ Real Estate Fund, one of the largest real estate interval funds in the world (“TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX)...
Capital Square Debuts Completed Opportunity Zone Development, The Nickel Hotel in Historic Charleston
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing...
How many new nontraded REIT offerings were introduced in 2024?
Answer: Zero. 2024 was the first year on record to lack the introduction of a single new nontraded REIT. Discover...
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
Johnathan Rickman | Blue Vault With market volatility making it more difficult for banks to justify lending, small- and mid-size companies are increasingly turning to...
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the launch of new Class D shares for its Essential...
More articles…
Proposed Opportunity Zone Legislation Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about proposed Opportunity Zone legislation in this podcast...
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
Sorry, but you do not have permission to view this content.
What percentage of total industry assets were made up by the ten largest interval funds?
For more in-depth insights, consider becoming a Blue Vault member today!
Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.











