Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Comparing Alts 1.0 to Alts 2.0
In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
The distribution is in addition to the current monthly tax-efficient annualized return, which is anchored in the performance and growth of the Essential Income REIT’s $1.3 billion portfolio of properties.
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Educational Content Outshines
By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
Stay informed about alts
Subscribe to our free emails
Recent News
How Stockholder Servicing Fees Affect NTR Distributions
Sorry, but you do not have permission to view this content.
NAVs of Continuously Offered NTRs Drop in December
James Sprow | Blue Vault The sixteen continuously offered nontraded REIT programs suffered negative total returns almost across the board in December 2023. Only Apollo...
How many interval funds were focused primarily on equity assets as of Q3 2023?
Answer: Only eight interval funds were focused primarily on equity assets as of Q3 2023, the same number of funds with an equity focus as of Q1...
Blackstone Agrees to Buy Tricon Residential for $3.5B, Take Company Private
Taylor Williams | Rebusiness Online Affiliates of Blackstone (NYSE: BX) have entered into an agreement to acquire Tricon Residential (NYSE: TCN) for $3.5 billion in a deal...
Leitbox – ‘All-Time Highs’ – Warning
Bill Leitner | Leitbox Storage Partners The phrase ‘all-time high’ often evokes a sense of achievement and success, particularly in the realms of economics and finance....
Morningstar To Use iCapital to Help Advisors Access Alternatives
David Bodamer | Wealth Management Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and...
More articles…
Leitbox Storage Partners Affiliate Sells Alabama Shopping Center
“We re-developed this necessity-based retail asset in 2017 as we were experiencing increasing sales volumes at this center and anchor tenant demand. We added some best-in-class retailers, such as Publix and Dicks, and it was time to harvest the gains from our efforts”, said Bill Leitner, Managing Principal, Merchants Retail Partners, LLC.
Advisor-Daniel Goodwin: Why Attend the 2023 Blue Vault Bowman Alts Summit?
In this video clip, Daniel Goodwin (CEO, Provident Wealth Advisors), discusses why he’s looking forward to the 2023 Blue Vault Bowman…
Advisor-James Bayard: Why Attend the 2023 Blue Vault Bowman Alts Summit?
In this video clip, James Bayard from Capital South Wealth Management, explains why he’s looking forward to attending the 2023 Blue Vault…
Which interval fund had $14.3 billion in total assets as of September 30, 2022, the most assets among all interval funds?
Which interval fund had $14.3 billion in total assets as of September 30, 2022, the most assets among all interval funds? Answer: Cliffwater Corporate Lending Fund had $14.3 billion in total assets as of September 30, 2022, the most assets among all interval...
Shopoff and Artemis Joint Venture Sells 1.8 Million-Square-Foot Inland Empire East Logistics Development
Shopoff Realty Investments (“Shopoff”) and Artemis Real Estate Partners (“Artemis”) announced the sale of their I-10 Logistics Center…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
