Professional Services Perspectives
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Blue Vault Interval and Tender Offer Fund Update
Blue Vault publishes performance reports for nine new funds. Let us serve your alts data needs in 2026!
Peachtree Group Expands DST Platform with Two Strategic Acquisitions
The firm also closed two DST acquisitions in December, highlighting the continued growth and scale of the firm’s DST investment platform.
Nuveen joins Atlassian Williams F1 Team as Official Asset Management Partner
2026 will mark the next step forward, and Nuveen will join Williams’ suite of industry-leading partners in helping to achieve it.
Based on the nontraded BDCs tracked by Blue Vault, how much private capital did the nontraded BDC industry raise 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!
Recent News
Fee Waivers Aim to Lift Franklin Interval Fund Out of ‘Valley of Death’
Alyson Velati | Financial Advisor IQ Franklin Templeton‘s May fee waiver for its private credit interval fund could get it past the $100 million mark, which is crucial...
Inland Achieves 1.37x Equity Multiple to Investors with the Sale of a 296-Unit Multifamily Property in Fort Myers
The Inland Real Estate Group Inland Private Capital Corporation (“IPC”), an industry leading real estate investment manager, today announced the sale of Brantley Pines, a...
Madison Commercial Promotes Ted Haley to Vice President of Development
Madison Capital Group Madison Commercial, a division of Madison Capital Group, has named Ted Haley to Vice President of Development. This strategic move underscores the...
FS Credit Real Estate Income Trust Completes Purchase of $351.8M Senior Commercial Real Estate Loan Portfolio from a Commercial Bank
FS Credit FS Credit Real Estate Income Trust, Inc. (FS Credit REIT), a monthly NAV REIT that invests primarily in floating rate senior loans secured by commercial real...
Cantor Fitzgerald Infrastructure Fund Announces Second Quarter 2024 Distribution
Cantor Fitzgerald Cantor Fitzgerald Infrastructure Fund (the “Fund”) today announced a second-quarter distribution of $0.1145 per Class A share (NASDAQ: CAFIX), $0.1134 per...
Sovereign’s Capital Closes its Largest-Ever Venture Capital Fund
Sovereign’s Capital Sovereign’s Capital, a diversified alternative asset manager dedicated to excellence in faith-driven investing, has closed its largest venture...
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REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds
One of the unique aspects of REITs is the large, actively managed, dedicated REIT investment community; actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.
PetSmart’s Owner Sells Minority Stake to Apollo
BC Partners has agreed to sell a minority stake of its PetSmart holdings to funds managed by affiliates of Apollo…
Why Blackstone Was Able To Turn Simply Self Storage Into an Extra $1 Billion in Under Three Years
Blackstone Real Estate Income Trust’s deal to sell Simply Self Storage to Public Storage for $2.2 billion signals more than the seller collecting $1 billion over what it paid less than three years ago. It also indicates optimism about long-term self-storage demand in certain parts of the country didn’t ease with the pandemic…
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.
NAV REITs Report Flat Median Total Returns for June
The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was just 0.01% in June, compared to negative 0.46% in May. Eight of the 16 reported positive total returns. This is the first month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return, albeit a very small one. Year-to-date in 2023, the median total return for the 16 REITs was negative 2.94%. By contrast, the S&P 500 Index total return over the same six-month period was 16.89% and the NAREIT All Equity REIT Index total return was 2.97%.











