Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
When Pension Money Seeds a Wealth-Channel Fund, Advisors Should Take Notice
A significant pension commitment to an interval fund headed for major wealth platforms highlights an interesting convergence between institutional and individual-investor alternatives.
Tender Offer Funds Are Opening Another Door to Institutional Hedge Fund Strategies
A new advisory partnership is bringing an institutional hedge fund strategy further into the wealth channel through a structure advisors are seeing more often.
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.
Stay informed about alts
Subscribe to our free emails
Recent News
The Essential Income REIT Achieves 10.42% Tax-Equivalent Yield on 2025 Distributions
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, is pleased to announce that the Essential Income...
Griffin Capital Fully-Subscribes $37 Million Multifamily DST in Gonzales, Louisiana
Griffin Capital Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, announced that Griffin Capital (Heritage – Gonzales, LA)...
SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
SEI SEI®(NASDAQ: SEIC) today announced it has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates,...
Capital Square Launches All-Cash DST Offering of 100% Occupied Build-for-Rent Active-Adult Living Portfolio in Texas
Capital Square Capital Square, a leading sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities across the nation,...
NexPoint Launches First Marina DST Offering
NexPoint NexPoint, a multibillion-dollar alternative investment firm, today announced the launch of NexPoint Marina DST (the “Offering”), a Delaware statutory trust (“DST”)...
All ExchangeRight Offerings Meet or Exceed Projections in 2025
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that all of the company’s offerings...
More articles…
Comparing Alts 1.0 to Alts 2.0
In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
The distribution is in addition to the current monthly tax-efficient annualized return, which is anchored in the performance and growth of the Essential Income REIT’s $1.3 billion portfolio of properties.
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Educational Content Outshines
By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
Joseph Shanley Joins CIM Group as Managing Director in Continued Expansion of Firm’s Credit Platform
Mr. Shanley brings more than two decades of experience in property acquisitions, structured finance, and ground lease investments.
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
