Professional Services Perspectives
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In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
In his capacity as Senior Vice President – Government Relations, Mr. Wagner serves on numerous real estate industry and governmental boards and committees.
Retirement Plans: The Next Big Move for Alts
As alternative investments enter the retirement plan space, it’s not just about product structure or regulatory readiness. It’s also in understanding and connecting with an entirely new set of audiences.
Based on the nontraded BDCs tracked by Blue Vault, which two offerings raised the most capital during 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
How many Annual Partners does Blue Vault currently have?
ANSWER: Blue Vault currently has 21 Annual Partners, encompassing both Service Providers and Asset Managers. To learn more about our partners, visit our Asset Managers and...
QOZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability
Cantor Fitzgerald With the conclusion of the Qualified Opportunity Zone Program approaching, what do financial advisors and investors need to know? The Qualified Opportunity...
I Don’t Want To Pay Taxes, There Is An “Alt” For That
Fred Hubler | Forbes Typically people begin worrying about taxes as their W-2s start to come in. But, to better prepare for next year’s taxes, now is the time to...
Princeton Medspa Partners Closes $120 Million Growth Financing Official Princeton Medspa Partners Logo
Princeton Equity Group Princeton Medspa Partners (“PMP” or the “Company”), one of the leading national medspa acquisition platforms in the...
CIM Group Makes $125 Million Loan Commitment, Expandable Up To $200 Million, to Support Applied Digital’s Buildout of a High-Performance Computing Campus in Ellendale, North Dakota
CIM Group CIM Group announced today that it closed on an initial $125 million loan commitment with a potential increase up to $200 million to Applied Digital (NASDAQ: APLD)....
Inland Appoints Cathleen M. Hrtanek as Chief Operating Officer
The Inland Real Estate Group The Inland Real Estate Group, LLC (“Inland”), one of the nation’s largest commercial real estate and finance groups, announced today the...
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The World’s Empty Office Buildings Have Become a Debt Time Bomb
In New York and London, owners of gleaming office towers are walking away from their debt rather than pouring good money after bad. The landlords of downtown San Francisco’s largest mall have abandoned it. A new Hong Kong skyscraper is only a quarter leased…
Silicon Valley, Calif., Office Vacancy Surging
Vacant office space is piling up in California’s Silicon Valley as technology companies reassess their workspace needs, The Wall Street Journal reported. Office vacancies in San Jose, Palo Alto and Sunnyvale rose to 17% in June…
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors. The Purpose of...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and managing legal agreements, contracts, transaction records, and other relevant documents. Private...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a registered mutual fund–such as an interval fund, tender fund, or a daily NAV fund— the topic of...










