Professional Services Perspectives
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Cove Capital Investments, LLC Acquires 19 building Small Bay Industrial Property for Its Ponder Small Bay Industrial 101 DST
Cove Capital has acquired another Texas small bay industrial asset for its Cove Ponder Small Bay Industrial 101 DST offering.
Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
Recent News
Blackstone’s $59 Billion Property Trust Hit by Starwood Fallout
John Gittelsohn and Dawn Lim | Bloomberg A $59 billion Blackstone Inc. property trust is contending with the fallout from a rival’s decision to enforce stricter limits on...
John Hancock Closed-End Funds Declare Monthly Distributions
The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: June 3, 2024 Ex...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.085 per Share
Business Wire XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.085 per share on the Trust’s common...
Industrial Property Sector Overview
Bluerock Industrial buildings are critical in the nation’s storage and distribution of goods. There are approximately 19 billion square feet of industrial space of all types...
Capital Square Delivers 226% Equity Multiple in Georgia Multifamily Delaware Statutory Trust (DST) to UPREIT Transaction
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing...
Blue Vault Publishes Q1 2024 NTR & BDC Performance Reports
These Individual Performance Pages are now available for Blue Vault members to view on the Blue Vault website. NTR Ares Real Estate Income Trust Q1 2024 BGO Industrial Real...
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Q1 2023 Published Reports as of June 23
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 23 Nontraded REIT (newly published performance reports are in bold font) All Q1 2023 individual performance pages are now published and the full NTR Industry Review will be published soon. ...
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault’s semi-annual interval fund individual performance pages.
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).
Peachtree Group Strengthens Its Capital Markets Team with Key Appointments
Peachtree Group has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC Investors (“PPCI”), with the appointment of industry veteran Brian Cho…
Q1 2023 Published Reports as of June 22
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 22 Nontraded REIT (newly published performance reports are in bold font) American Healthcare REIT Q1 2023 Apollo Realty Income Solutions Q1 2023 (limited operations) Ares Industrial Real Estate...











