Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Of the 18 open nontraded REITs tracked by Blue Vault, how many of those in 2Q 2025 posted a return on assets above the median ROA for all nontraded REITs for the previous four quarters?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Recent News
Urban Catalyst Floats Housing Instead Of Offices At Icon/Echo
Andrew Nelson | SF Yimby | Urban Catalyst is now considering adjusting plans for Icon/Echo by replacing the office component with more housing in Downtown San Jose, Santa...
KBRA Releases Research – Second-Quarter 2023 Business Development Company (BDC) Ratings Compendium
KBRA Releases Research–Second-Quarter 2023 Business Development Company (BDC) Ratings Compendium September 7, 2023 | Business Wire KBRA releases its Business Development...
Accordant Investments Introduces its First Registered Interval Fund, Accordant ODCE Index Fund – ODCEX
Accordant Investments LLC (“Accordant”), a registered investment advisor, has announced the launch of its first registered interval fund, Accordant ODCE Index (“Fund”),...
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-13-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and...
ExchangeRight Achieves 133.18% to 142.47% Total Returns Including Return of Capital with 33rd Full-Cycle Offering
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has successfully brought its 33rd...
NexPoint Announces Co-investment in NexPoint Life Sciences II DST
NexPoint, a multibillion-dollar alternative investment platform, announces it has made an initial investment in NexPoint Life Sciences II DST, a Delaware statutory trust...
More articles…
Using Blue Vault Data to Analyze Distribution Sustainability
From our earliest reports in Q3 2009, Blue Vault has been reporting the NAREIT-defined Funds from Operations (FFO) as well as Modified Funds from Operation (MFFO).
Mark Lavery: Is There a Typical Structure of an Interval Fund Portfolio?
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) addresses whether or not there is a typical structure for interval fund portfolios.
Lucy Lu Munro: Dislocated Credit Defined
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) offers…
Mark Lavery: Typical Investor Profile
In this video clip from the webinar, “How do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) describes the features of the typical investor.
Lucy Lu Munro: Attraction of Interval Funds
In this clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) explains what makes interval…








