Professional Services Perspectives
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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.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Recent News
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...
Storage Units Income Fund II Increases Additional Preferred Return to 5%
Storage Units Capital Storage Units Capital, a self-storage real estate investment firm, announced today that Storage Units Income Fund II, LLC has increased the additional...
Overlooked Opportunities In The “Small Bay” Light Industrial Real Estate Subsector
Bluerock How Increasing Demand And Long-Term Limited Supply Combine To Create A Compelling Investment Thesis Hiding In Plain Sight The industrial sector’s best-kept secret...
Sila Realty Trust, Inc. Receives Approval for Listing on the New York Stock Exchange
Business Wire Sila Realty Trust, Inc. (the “Company” or “Sila”), a net lease real estate investment trust with a strategic focus on investing in the significant, growing,...
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Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023?
Blue Vault’s comprehensive alternative investment database is a treasure trove of information.
Peakstone Realty Trust Shares Log Big Gains in Week Ended June 16
Share prices for US equity real estate investment trusts rose alongside the broader market during the week ended June 16. The Dow Jones Equity All REIT index finished the week up 1.25%, while the Dow Jones Industrial Average was up 1.25% and the S&P 500 climbed 2.58%. By property sector, the Dow Jones US Real Estate Industrial index recorded the largest increase, up 2.54%. The apartment and retail indexes followed, each up 0.99%…
Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin talks about events in 2022 that pose a challenge for alternative investments in 2023.
Seeing the Effects of Higher Interest Rates on Housing Supply
Fewer builders are starting new homes amid high prices for materials and loans, and the trends are threatening housing shortages. The Fed is fighting inflation today at the cost of boosting inflation in the future. High interest rates hurt construction because they make it more expensive for developers to build…










