Professional Services Perspectives
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CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group was also shortlisted for Real Estate Manager of the Year, underscoring the firm’s growing influence and leadership in insurance for both its real estate and infrastructure strategies.
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.
Everything Everywhere All At Once – Now Tokenized
These assets can also be bought, traded, and sold between investors on blockchain platforms.
In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Hotels And Private Credit: A Match Made In Heaven
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group By 2030, trillions of commercial real estate debt will mature. With...
Bluerock Value Exchange Launches $71 Million 1031 Exchange BR Diversified Industrial Portfolio 6 DST
Bluerock Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, announced the launch of its...
Blue Vault Q2 2025 NTR Performance Report Update
Blue Vault anticipates publishing 36 Q2 2025 non traded REIT Individual Performance Pages. Please see the list below of the 35 now available; pages published since the last...
Q2 2025 Blue Vault Nontraded BDC Performance Report Update
Blue Vault will publish 25* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2025. Twenty-four IPPs are now available. Funds shown in orange indicate those for which...
RIA Email Marketing That Misses
Marketing Intent Delete. Unsubscribe. Ignore. That’s the unfortunate fate of far too many emails from alternative investment firms to RIAs. It’s not because the content you...
Nephila Capital Selects SEI as a Global Strategic Partner
SEI SEI® (NASDAQ:SEIC) today announced that the company was selected by Nephila Capital Ltd. (Nephila), a leading investment manager specialising in reinsurance risk, to...
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Blue Vault’s Publishes New Interval Fund and Tender Offer Fund Performance Reports
Blue Vault’s comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.
Blue Vault Publishes Q4 2024 Full Nontraded BDC Industry Review
Blue Vault published its Q4 2024 Full Nontraded BDC Industry Review. The Review includes data for 24 BDCs and industry summaries of total assets, capital raise, and more.
Ken Carpenter Promoted to President of Madison Capital Group
“Ken has been an integral part of our leadership team as Chief Investment Officer, and I am confident he will guide the company with the same vision, integrity, and energy that have brought us to where we are today,” — Ryan Hanks, Founder and Chief Executive Officer of Madison Capital Group.
Blue Vault: Unparalleled Alts Intel and Insights
Blue Vault prides itself on being the alternative investments “hub” for wealth advisors. That means being an exclusive source of performance metrics and alts knowledge.
Investor Demand for ExchangeRight’s Resilient All-Cash DST Offerings Continues
ExchangeRight fully subscribes its Net-Leased All-Cash 11 DST, offering 5.20% income from net-leased real estate and tax-deferred exit strategies.











