Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Private Infrastructure Moves Further Into the Wealth Channel
Another traditionally institutional asset class is making its way into wealth portfolios, and a newly launched interval fund illustrates how that transition is occurring.
Q2 BDC Capital Raise: Where Did the Money Move?
BDC capital raise fell 51% in Q2 2026, but the headline decline doesn’t tell the whole story. Blue Vault’s latest analysis shows where market share shifted, which BDCs gained ground, and how fundraising momentum changed as the overall market contracted.
Strategic Student & Senior Housing Trust Reports 17% Increase in Property NOI
Strategic Student & Senior Housing Trust’s latest stockholder update highlights changes in revenue, expenses, occupancy, and resident-pay composition.
TPG Twin Brook Capital Income Fund Completes $372 Million CLO Refinancing
TPG Twin Brook Capital Income Fund has reworked a major component of its secured financing structure. The transaction’s mix of floating-rate obligations, retained exposure, and long-term maturity provides a closer look at how the nontraded BDC is financing its middle-market portfolio.
Recent News
ExchangeRight Welcomes Matthew Ferguson as Senior Vice President of 1031 and 721 Solutions
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, welcomes Matthew Ferguson as Senior Vice President of 1031 and...
Blue Vault Begins Publishing Q4 2025 Nontraded REIT Performance Reports
Blue Vault is launching 40 Nontraded REIT Individual Performance Reports (IPPs) for Q4 2025. Featured below are the first 9 releases, including two newly covered REITs,...
Blue Vault Publishes All Q4 2025 Nontraded BDC Individual Performance Reports
Blue Vault published an additional ten Individual Performance Reports (IPPs) today, completing the release of all twenty-four Q4 2025 reports (newly published reports are in...
Your Website Shapes Advisor Due Diligence Before Sales Ever Starts
Marketing Intent Do you know where many advisors begin their due diligence? It is usually not with a meeting. It is not with a pitch deck. And it is often not with a...
Missed SpaceX? The Next Generation Of Pre IPO Access Is Taking Shape
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group High‑growth companies are staying private longer than ever, shifting...
Bluerock High Income Institutional Credit Fund Announces Q1 2026 Distribution at an 8.75% Current Annualized Rate
Bluerock Bluerock High Income Institutional Credit Fund (the “Fund” or the “High Income Fund” tickers: IIMAX, IIMCX, IIMWX) today announced its...
More articles…
Based on the nontraded BDCs tracked by Blue Vault, which offering had the highest quarterly return in the third quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Based on the interval funds tracked by Blue Vault, which fund had the highest distribution rate in the first half of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
A Peek Inside Blue Vault’s Research Portal: What Our Members See
Our members have a multitude of metrics at their fingertips that go deeper than the usual at-a-glance listings of capital raise, AUM, and distribution.
Building Strong Marketing Foundations for Alternative Investments
Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.










