Professional Services Perspectives
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11 DST Sponsors Providing Historical Performance Data
Blue Vault’s updated October 15 DST datasets identify 11 sponsors represented in historical performance records, including 485 closed-program and 334 full-cycle records. See what changed and why historical transparency matters for advisor due diligence.
CAZ Launches a Growth-Focused GP Stakes Interval Fund
CAZ’s new GP Stakes Growth Fund adds a growth-focused approach alongside its income fund. Blue Vault explains why the launch, investment exposure, and liquidity terms deserve attention.
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.
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ExchangeRight Fully Subscribes $52.85 Million Essential Income 9 DST
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has fully subscribed its Essential Income 9 DST. This full...
VineBrook Homes Trust Offers Shareholders Liquidity at a Discount to NAV
VineBrook Homes Trust Inc. has launched a tender offer intended to provide limited liquidity to shareholders who have generally been unable to redeem their shares since the...
Inland Surpasses $1 Billion in Senior Living Acquisitions with Two-Community Purchase
Inland Real Estate Acquisitions, LLC Inland Real Estate Acquisitions, LLC (“Inland Acquisitions”) announced today that it negotiated and closed the purchase of two senior...
What Happens After a DST Closes?
What Happens After a DST Closes? Most DST research starts with the offering. Distribution rate, cap rate, leverage, property type and projected return all matter. But those...
ExchangeRight Fully Subscribes $63.34 Million Net-Leased Portfolio 74 DST
ExchangeRight PASADENA, Calif. – ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has announced the full subscription of...
Q2 2026 Nontraded REIT Industry Review and Individual Performance Reports Now Available
Blue Vault’s Q2 2026 Nontraded REIT Industry Review and Individual Performance Reports are now available to Blue Vault subscribers. The Industry Review provides a...
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SEC Risk Alert Puts Advisor Compensation and Product Conflicts Back in Focus
A recent SEC Risk Alert shows where compensation arrangements, product selection and routine billing practices can create compliance problems for advisory firms.
As Alternatives Become Mainstream, Advisors Face a New Scaling Challenge
As alternatives become a larger part of client portfolios, advisors are confronting challenges that extend well beyond selecting individual funds.
Alts Tech Continues to Evolve as Platforms Simplify Alternative Investment Workflows
Managing alternative investments is becoming less about paperwork and more about technology as new AI-powered tools and platform integrations reshape the advisor experience.
Apollo Pushes Daily Pricing as Private Credit Moves Closer to the Mainstream
Private credit has become a staple of many alternative investment portfolios—but could daily pricing be the next development that accelerates advisor adoption?
StratCap Digital Infrastructure REIT Announces Executive Leadership Changes
StratCap Digital Infrastructure REIT’s executive leadership changes mark a notable transition for the nontraded REIT while leaving its investment strategy and operations unchanged.
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