Professional Services Perspectives
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Blue Owl’s Repurchase Update Puts Liquidity Limits in Focus
Blue Owl’s preliminary third-quarter figures show why a fund’s 5% repurchase limit differs from the portion of an investor’s request fulfilled—and why that distinction matters for liquidity planning.
DST Performance Is Easier to Evaluate When the History Is Visible
Across 418 evaluated closed DST records, 77.0% are distributing at or above projection. See why sponsor rankings change when meeting projections and exceeding them are measured separately—and what the comparison leaves unanswered.
What Can You Learn from a DST Sponsor’s History?
How much of a DST sponsor’s historical record can advisors review? Blue Vault compares the history represented across 11 sponsors and explains how disclosure, program counts, and metric definitions inform due diligence.
JLL Income Property Trust Acquires Boston-Area Distribution Center for $90 Million
JLL Income Property Trust has added a recently constructed, fully leased distribution facility to its industrial portfolio. The acquisition includes several specialized property features and expands the REIT’s largest sector allocation.
Recent News
Blackstone Private Credit Fund Urges Investors to Reject Tender Offer at 12.5% NAV Discount
Blackstone Private Credit Fund’s board has unanimously recommended that shareholders reject an unsolicited tender offer from Cox Capital Retail Secondaries Fund I and its...
SEC Proposes Changes That Could Expand Private-Market Access
Blue Vault On September 30, 2026, the Securities and Exchange Commission proposed several changes that could broaden how individual investors access private-market...
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps
Closed DSTs: The 10 Largest Reported Distribution-Rate Gaps A comparison of projected and actual distribution rates, including sponsor, property type and equity raised How...
A DST Doesn’t Always End With a Property Sale: What Advisors Should Know About Exit Paths
For investors entering a Delaware statutory trust as part of a 1031 exchange, much of the initial due diligence naturally centers on the property, sponsor, financing,...
Opportunity Zones 2.0 Is Getting Its Map: The Next Phase Begins Now
Opportunity Zones 2.0 is moving from legislation to geography. The initial 90-day period for governors to nominate census tracts for the next generation of Qualified...
The Next Step for Alternatives: Moving Private Markets Inside the Managed Account
Private-market investments are moving closer to the technology advisors already use to manage traditional client portfolios. AssetMark announced September 23 that it has...
More articles…
Why Private Market Due Diligence Is Becoming a Portfolio-Level Conversation
As access to private markets expands, advisors are increasingly being encouraged to evaluate alternative investments within the context of the broader portfolio rather than as isolated product decisions.
What the DTCC–iCapital Partnership Could Mean for Alternative Investment Infrastructure
DTCC has invested in iCapital and announced a strategic collaboration focused on transaction processing, data exchange, administration and reporting across alternative investments.
StratCap Digital Infrastructure REIT Ends Strategic Review Without Pursuing Company Sale
After several months of evaluating strategic options and engaging with potential counterparties, StratCap Digital Infrastructure REIT has updated stockholders on the process. The company’s letter outlines what the board considered and which alternatives remain available.
Apollo Debt Solutions Caps Third-Quarter Repurchases at $700 Million as Requests Reach 14.7%
Apollo Debt Solutions BDC has provided a detailed update on investor activity during its latest quarterly liquidity window. The figures connect repurchase demand with fundraising, available liquidity, and the fund’s progress in addressing requests carried over from earlier quarters.
When Evaluating a DST, What Do You Know About How It May Exit?
Blue Vault data shows that 53.8% of open DSTs with a populated exit type reference a 721-related exit. Advisors should examine the specific classification, offering provisions and potential outcome rather than treating every 721 reference as equivalent.











