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
Which nontraded BDC program had an annualized distribution rate of 12.19% as of September 30, 2023?
Answer: Nuveen Churchill Private Capital Income Fund had an annualized distribution rate of 12.19% as of September 30,...
ExchangeRight Fully Subscribes a $125.8 Million Diversified Portfolio
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has fully subscribed...
Hines Closes $152M DST Offering for Houston Tower
Gail Kalinoski | Commercial Property Executive Hines Securities Inc. has completed a $152 million offering of interests in HGIT 200 Park Place DST, a Delaware Statutory...
Unlocking The Power Of Marketing Psychology For Alternative Investment Firms
Marketing Intent The realm of alternative investments is vast and competitive. But have you ever considered the role psychology plays in steering your marketing strategy? In...
JLL Income Property Trust Sells Uptown Charlotte Apartment Community
JLL Income Property Trust JLL Income Property Trust, an institutionally-managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with approximately $7 billion in...
Blue Vault Publishes Q3 2023 Nontraded BDC Full Review
The Nontraded BDC Full Industry Review includes individual performance pages for the following offerings: AG Twin Brook Capital Income Fund Q3 2023 Apollo Debt Solutions BDC...
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Jon Ranello: Know Your Alts Transaction Numbers
In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of being able to access the number…
Jon Ranello: Working with RIAs
In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of having a good working relationship with RIAs…
Capital Square Acquires Headquarters of National Football League’s Las Vegas Raiders for DST Offering
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily…
Alts Access Integral to Financial Advisor Success in 2023
As economic uncertainty and market turbulence continue to disrupt the private wealth channel, many individual investors are looking to their advisors…
Fastest rent drop in 7 years
Rent prices fell 0.4% in November — the largest month-over-month drop since Zillow started tracking this data in 2015, according…











