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Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
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.
Recent News
Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Business Wire | Eagle Point Credit Management Eagle Point Credit Management LLC (“Eagle Point Credit”), a specialist credit asset manager with over $11 billion of assets...
Five Questions with Jackie Wilke: Modern Marketing and More
In this Q&A, Jackie Wilke, Vice President and Advisor Consultant at First Trust, shares her insight and expertise on marketing, technology, and women in the financial...
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that all of the company’s offerings...
What percentage of nontraded REIT public capital raise came from Blackstone REIT in the third quarter of 2024?
Answer: Blackstone REIT raised a total of $743.1 million in capital in the third quarter of 2024, approximately 53.9% of the industry total. Apollo Realty Income Solutions...
What percentage of the nontraded REIT public capital raised in the third quarter of 2024 came from Blackstone REIT?
Answer: Blackstone REIT raised a total of $743.1 million in capital in the third quarter of 2024, approximately 53.9% of the industry total. Apollo Realty Income Solutions...
Stakeholder Buy-In: With Data And Insights, You Can Build Bridges
Marketing Intent In the alternative investment industry, getting stakeholder buy-in for marketing initiatives can be a significant challenge. You might be fully aware of...
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Commercial Real Estate’s Private Credit Market Is Just Revving Up
I expect banks to actively decrease their commercial real estate exposure, resulting in a scarcity of debt capital, which is unlikely to change meaningfully for the next few years.
Relatability, ‘Greater Good’ Investments Help Frontier Build Its Client Base
Learn more about Frontier Wealth Strategies and consider joining them in becoming a Blue Vault member today!
John Hancock Closed-End Funds Declare Monthly Distributions
Under the HTD Plan, the Fund makes monthly distributions of an amount equal to $0.1380 per share. This amount will be paid monthly until further notice.
Peachtree Group Announces Senior-Level Promotions
“Investing internally in our people is key to our success, and their expertise, strong leadership, innovative thinking, and commitment represent the best of our firm.”
Private Wealth Is Heading To Alternatives—What’s Driving It And Where Is It Going?
Alternative investments is a top priority for 49% of North American family offices, while 34% are planning to increase allocations to private credit.











