Professional Services Perspectives
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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.
Recent News
Bluerock Value Exchange Fully Subscribes $66 Million Class A Multifamily DST in Tampa Florida
Bluerock Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced it has fully...
Nontraded BDCs Raise Record Capital, Expand Yield in Q2
Johnathan Rickman | Blue Vault As direct lending continues to attract consumers seeking flexible financing in an uncertain market, nontraded business development companies...
Baird, Sagard join forces to supercharge alternative investment access for US wealth clients
InvestmentNews A US broker-dealer and a Canadian-headquartered alternative asset manager have announced a new partnership to expand both firms’ capabilities in the US wealth...
What was the median distribution rate for all nontraded REITs in Q2 2025?
Answer: Based on Blue Vault data, the median distribution rate for all nontraded REITs in Q2 2025 was 5%. Discover...
Marketing and Sales: Bridging the Gap
Marketing Intent In the world of alternative investments, where complexity is the norm and advisor relationships are everything, your marketing and sales efforts can’t...
Sanjay Sharma to Lead SEI’s International Business
SEI SEI® (NASDAQ:SEIC) today announced the expansion of Sanjay Sharma’s role to serve as CEO of SEI International. With more than 25 years of financial services...
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Compliance Challenges in Marketing
Marketing success for alternative investment firms lies in striking the right balance between engaging messaging and regulatory adherence.
Leitbox Storage Partners Accelerates Self-Storage Development Strategy as Market Peaks
“While many developers are pulling back, our strong balance sheet and capital partnerships allow us to go on offense.” — Bill Leitner, Founder and CEO of Leitbox Storage Partners
What is the total gross capital raised since inception by the 34 BDCs Blue Vault tracks?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Begins Publishing Q1 2025 NTR Research Pages
Blue Vault began publishing new Q1 2025 research reports covering non-traded REIT (NTR) offerings. Watch for more updates coming soon!
Blue Vault Q1 2025 Nontraded BDC Performance Report Update 5-29-2025
Track individual Nontraded BDC performance with Blue Vault’s Individual Performance Pages. Twenty-two Q1 2025 reports are now available for members.











