Professional Services Perspectives
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Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
The distribution is in addition to the current monthly tax-efficient annualized return, which is anchored in the performance and growth of the Essential Income REIT’s $1.3 billion portfolio of properties.
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
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Educational Content Outshines
By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
Mr. Shanley brings more than two decades of experience in property acquisitions, structured finance, and ground lease investments.
Recent News
Eye on Alts: April 15
Welcome to Eye on Alts! Get up to speed with quick reads on industry happenings related to interval funds, BDCs, wealthtech, and more. Top Story: A New Index One of the...
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
Johnathan Rickman | Blue Vault Artificial intelligence (AI) is impacting every industry under the sun, wealth management and investments included. The transformative...
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
CAIS As financial advisors increasingly adopt defined-outcome strategies to capture market opportunities, manage risk, and meet client goals, CAIS, the leading alternative...
Weekly Alts News Roundup: April 8, 2025
Welcome to another edition of the Weekly Alts News Roundup! Get up to speed with quick reads on industry happenings: new offerings, regulation, technology, and more. Top...
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
As a financial services entrepreneur, Mat Dellorso was bullish on alternative investments but knew what a bear they were to process. After cofounding the Richmond, VA-based...
What percentage of interval fund assets are held in credit-focused funds as of December 31, 2024, and how does that compare to one year prior?
Answer: Credit-focused interval funds made up 67.0% of total interval fund industry assets as of December 31, 2024, up from 58.7% as of December 31, 2023 and 51.4% as of...
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1031’s with Brad Watt, Founder and CEO Petra Capital Properties
Brad Watt shares his take on the role of 1031’s in an portfolio in this webinar...
Bluerock High Income Institutional Credit Fund Announces Q3 2024 Distribution at a 14.4% Annualized Rate
Bluerock High Income Institutional Credit Fund announced a total annualized distribution rate of approximately 14.4%, for the third quarter 2024, comprised of the regular 11% annual distribution rate plus a supplemental distribution of 3.4% annualized, payable to shareholders of record.
For Van Leeuwen & Company, Every Client is the Master Painter of their Financial Self-Portrait
Van Leeuwen emphasizes that long-term engagement with clients helps build trust, greatly benefiting both parties…
Blue Vault Publishes Interval and Tender Offer Fund Performance Pages for Period Ending March 31, 2024
Blue Vault has the alts data you need.
Go Store It Self Storage Announces Grand Opening of New 777-Unit Facility in Opa-locka, Florida
Designed by Ken Carlson Architects, the five-story, 107,000-square-foot facility features a façade inspired by Opa-locka’s rich history and Moorish Revival architecture.










