Professional Services Perspectives
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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.
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.
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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...
Victory Capital Acquisition Would Reshape First Eagle Private Credit Fund’s Advisory Structure
First Eagle Private Credit Fund disclosed that Victory Capital Holdings has agreed to acquire First Eagle Holdings, the parent of the nontraded business development...
Fidelity Private Credit Fund Adds Supplemental Distribution Following Borrower Restructuring
Fidelity Private Credit Fund declared a supplemental distribution while reporting that a completed borrower restructuring contributed to a realized loss during July 2026. On...
JLL Income Property Trust Acquires Alabama Shopping Center for $94 Million
JLL Income Property Trust has acquired Midtown Village, an open-air shopping center in Tuscaloosa, Alabama, for approximately $94 million. The acquisition expands the daily...
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Starwood REIT Forms $1.02 Billion Affordable Housing Joint Venture with Apollo
The transaction is designed to enhance liquidity while maintaining operational control of the portfolio.
Cerulli: Advisors Could Add $2 Trillion to Private Markets Within Five Years
New research from Cerulli projects advisor allocations to private markets will grow by an additional $2 trillion over the next five years, driven by expanding access, interval funds, and increasing client demand.
SEC Proposal Could Expand Access to Nontraded REITs and BDCs
A proposed SEC rule could significantly reduce state-by-state regulatory hurdles for publicly offered nontraded REITs and BDCs, potentially broadening investor access.
Kelly Park Capital Introduces PRISM 2.0 to Simplify Private Market Investing
Kelly Park Capital has launched PRISM 2.0, a new onboarding platform designed to streamline subscriptions across multiple private market investments.
Expect More Scrutiny of Continuation Vehicles
As continuation vehicles become more common in private markets, advisors should expect increased regulatory scrutiny around valuations, conflicts of interest, and investor disclosures.
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