Professional Services Perspectives
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GSREIT Now Available on iCapital Marketplace
Partnership expands access to private multifamily real estate strategy for wealth advisors and their clients.
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Our members have a multitude of metrics at their fingertips that go deeper than the usual at-a-glance listings of capital raise, AUM, and distribution.
Recent News
Bluerock High Income Institutional Credit Fund Announces Q3 2024 Distribution at a 14.4% Annualized Rate
Bluerock High Income Institutional Credit Fund Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX,...
For Van Leeuwen & Company, Every Client is the Master Painter of their Financial Self-Portrait
Johnathan Rickman | Blue Vault Like many of its contemporaries in the financial services industry, Princeton, New Jersey-based wealth management firm Van Leeuwen &...
Blue Vault Publishes Interval and Tender Offer Fund Performance Pages for Period Ending March 31, 2024
These Interval Fund, Tender Offer Fund, and Nontraded LLC Individual Performance Pages (IPPs) are now available for Blue Vault members to view on the Blue Vault website. ...
Go Store It Self Storage Announces Grand Opening of New 777-Unit Facility in Opa-locka, Florida
Madison Capital Group Go Store It Self Storage (GSI), an affiliate of Madison Capital Group Holdings, has opened its latest state-of-the-art facility in Opa-locka, Fla....
How many additional interval funds were in operations as of December 31, 2023, compared to December 31, 2022?
Answer: There were 91 active interval funds as of December 31, 2023 compared to 79 active interval funds as of December 31, 2022, a net increase of 12...
Strategy Is Nothing Without Implementation
Marketing Intent Marketing strategy frequently commands the spotlight, captivating attention with its promise of forward-thinking innovation and a roadmap for success. It...
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US Hotel Occupancy, Daily Rates Jump in Week Ended July 15
US hotel performance improved in all three metrics during the week ended July 15, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets. Occupancy increased to 72.0% from 61.8% a week earlier and was up 0.1% from the comparable week in 2022.
Nate Oltmans: Alts Challenges in 2023
In this BV Minute, Nate Oltmans gives an advisor’s perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.
How Institutional Alternative Managers Can Accelerate Capture of Retail Market Share
We recently caught up with Alliance 160’s Amanda Teeple to discover ways that institutional alternatives offerings can be packaged for RIA firms, broker-dealers and family offices. Alliance 160, a strategic consultancy that provides critical support for institutional alts managers seeking to develop products that adhere to compliance guidelines for the independent broker-dealer (IBD) and Registered Investment Advisor (RIA) channels, sees intensifying growth opportunities.
Interval Funds: The Growing Market That’s Turning Advisors on to Alts
As economic uncertainty continues to tame investment expectations, the market for interval funds and tender offer funds has grown into a fierce, $133 billion industry, 1 raising over $25 billion in capital last year alone. Interval funds are an increasingly popular allocation because they solve some of the structural and regulatory limitations associated with private funds while offering the potential to generate higher total returns…
US Public Pensions Invest Record $1.6 Trillion in Alternative Assets
US public pensions have boosted their exposure to private equity to $622 billion, the highest in at least two decades, as part of a push for higher investment returns, according to a new report by the Equable Institute…











