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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.
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Recent News
Peachtree Group Appoints Industry Veteran Josh Rubinger to SVP of National Accounts
Business Wire | Peachtree Group Peachtree Group (“Peachtree”) announced today that Josh Rubinger has joined as senior vice president of national accounts for...
2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption
David Bodamer | WealthManagement.com The explosion of registered funds, continued tech developments, and the move by many big-name alternative asset managers into the wealth...
Bluerock Value Exchange Fully Subscribes $41.2 Million Diversified Industrial Portfolio III DST
Bluerock Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has fully...
How has the average distribution rates for Class I shares of open nontraded BDCs changed over the past two years?
Answer: As of June 30, 2022, the average distribution rate among open nontraded BDCs was 7.24%. The average distribution rate increased to 8.33% as of June 30, 2023, and...
How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts
Johnathan Rickman | Blue Vault As an advisor, you need to make decisions that align with each of your client’s financial needs and goals; no singular approach works for...
Bonus Distribution to Investors in the Essential Income REIT’s Class ER Shares Brings Total First Year Distribution Rate to 9.58%
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the 2 company has made its first...
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Alts and Blue Vault: The Investment Risk ‘Airbag’ Equipping Fusion Financial’s Client Portfolios
Learn more about Fusion Financial Group and consider joining them in becoming a Blue Vault member today!
Legendary Capital Adds to Their Finance Team
Through its affiliated entities, Legendary Capital has acquired more than 30 hotels in its portfolio, primarily targeting 80-to-200 room limited-service, select-service, full-service and extended-stay hotels in America’s heartland.
Blue Vault Publishes Q4 2023 Nontraded REIT Industry Review
Blue Vault is your hub for Alternative investments
Madison Capital Group Appoints Amanda Teeple as Managing Director to Spearhead Expansion in Retail Channel
Teeple’s expertise in diligence, product development, sales, relationship management, compliance and managing broker-dealer operations make her role at Madison Capital Group pivotal in accelerating growth.
Inland Fully Subscribes Student Housing DST Near the University of Notre Dame
“Irish Row Apartments has been a historically strong performer in the market given its proximity to campus, large floor plans, and thoughtful amenities,” added Kiferbaum.
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