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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.
Hines Private Wealth Solutions Completes More Than $1 Billion Across Seven DST Offerings
$199.8 million HREX 7 DST offering delivered a high-quality, logistics investment opportunity to investors interested in a 1031 exchange.
Recent News
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...
Bluerock High Income Institutional Credit Fund Generated an 11.7% Annualized Distribution Rate over the Trailing 12 Months
Bluerock High Income Institutional Credit Fund Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX,...
Braemar Hotels & Resorts Enters into Franchise Agreement for the Sofitel Chicago Magnificent Mile
Braemar Hotels & Resorts Inc. Braemar Hotels & Resorts Inc. (NYSE: BHR) (“Braemar” or the “Company”) today announced its plans to transition...
Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs
Bluerock Bluerock Value Exchange (BVEX), a long-time leading national sponsor of 1031 exchange and Delaware Statutory Trust (DST) programs since 2005, announced multiple...
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How many additional interval funds were in operations as of December 31, 2023, compared to December 31, 2022?
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Strategy Is Nothing Without Implementation
By collaborating with a third party like us, you gain access to a broader range of expertise and resources, ensuring that your strategy is not just a document but a dynamic, actionable plan leading to measurable success.
The Rate Cuts Are Coming! The Rate Cuts Are Coming!
We now have ample hands, multiple lanterns, and still can’t find the correct path – the rate cuts are coming, it’s just a question of whether…
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.
John Hancock Investment Management Launches a Multi Asset Credit Interval Fund with Manulife | CQS Investment Management
With CQS’ differentiated expertise in global alternative credit, John Hancock Multi Asset Credit Fund is a strong addition to our growing lineup of liquid and semi-liquid alternative offerings and our larger credit franchise.











