Professional Services Perspectives
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Headlines
What Happens After a DST Closes?
DST due diligence shouldn’t stop at the offering. Blue Vault combines current DST data with closed and full-cycle outcomes to help advisors compare the market and see what happened next.
ExchangeRight Fully Subscribes $63.34 Million Net-Leased Portfolio 74 DST
“Net-Leased Portfolio 74 continues our disciplined approach to building diversified portfolios of necessity-based real estate on behalf of investors…”
Q2 2026 Nontraded REIT Industry Review and Individual Performance Reports Now Available
Explore the latest market-level analysis and program-specific data to discover what changed in capital raising, assets, distribution coverage, leverage, redemptions, and total returns during the quarter.
Victory Capital Acquisition Would Reshape First Eagle Private Credit Fund’s Advisory Structure
A major asset-management acquisition could bring a new advisory structure to First Eagle Private Credit Fund.
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…
Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
Blue Vault Q3 2025 REIT & BDC Individual Performance Report Update
Fifty-eight Q3 2025 nontraded REIT and BDC Individual Performance Pages are now available to Blue Vault Members. Trust Blue Vault for your alternative asset information needs.









