Professional Services Perspectives
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Blue Vault’s alternative investment data includes coverage of 19 active and open nontraded REITs. Which growth-stage offering issued prior to 2023 had the lowest redemption rate as of March 31, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
BlueGate Opens New Property in Christiana, Expanding Storage Solutions for Middle Tennessee RV and Boat Owners
This marks the 18th property for the Madison Capital Group Holdings subsidiary, and the third in the state of Tennessee.
SEI to Hold Investor Conference in New York City
Presentations by SEI’s executive leadership will describe the company, its markets, solutions and platforms, and strategies for future growth.
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
Robinson and Hernandez were the exclusive speakers representing the self-storage sector, underscoring SmartStop’s leadership in technology innovation and its commitment to transforming operations through artificial intelligence.
Recent News
Staying Ahead Of The Marketing Curve
Marketing Intent In the fast-paced world of marketing, staying at the forefront of innovation is key to success. At Marketing Intent, we’re often asked if we’re aware of the...
Blue Vault Publishes Q4 2023 Nontraded BDC Industry Review
The Q4 2023 Nontraded BDC Industry Review is now available. The Review includes 22 Individual Performance Pages (IPPs) covering the following BDCs (bold font indicates newly...
WATCH: ExchangeRight Fully Subscribes a $89.2 Million Net-Leased Portfolio Designed for Stability
ExchangeRight WATCH NOW ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased to announce that the company has...
Alternative Investment Exchange (AIX) Provides Alts Technology to Colorado Financial Service Corp.
Alternative Investment Exchange Alternative Investment Exchange (“AIX”) entered a partnership with Colorado Financial Service Corp., leveraging AIX’s proprietary technology...
Blue Vault Q4 2023 Individual Performance Report Update
The following Blue Vault Individual Performance Reports are now available (bold font indicates newly published reports): Nontraded REITs: Apollo Realty Income Solutions Q4...
Bluerock Value Exchange Fully Subscribes $54.9 Million Diversified Industrial Portfolio II DST
Bluerock Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust investment (DST) programs, announced it has fully...
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Private Credit Funds: Challenges and Opportunities
Private Credit Funds: Challenges and Opportunities May 16, 2023 | SS&C Changes in the mainstream lending landscape and the market’s less volatile nature drive more fund managers toward the private credit space. Preqin recently estimated the market’s...
Poll: Biggest Challenge to Investing in Alts
Daniil Shapiro (Cerulli Associates) analyzes the results of a poll taken during the webinar, Integrating Alternative Investments into Your Practice…
Luke Schmidt: Education is Key
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the importance of ongoing alts education for advisors…
Daniil Shapiro: Defining Alts
Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar…
Kimberly Flynn: The Growth of Interval Funds
Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue Vault Alts Angle video.











