Professional Services Perspectives
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Blue Vault Publishes First Fourteen Q4 2025 Nontraded BDC Performance Reports
Blue Vault will publish twenty-four Nontraded BDC Individual Performance Pages for the period ending December 31, 2025.
ExchangeRight Appoints Scott Dixon as Senior Vice President of the Pacific Northwest Region
In his role, Dixon will manage and deepen strategic relationships across Washington, Oregon, Idaho, Montana, Wyoming, and Alaska.
Streaming Wars And Market Moves: Event-Driven Investing Back In Focus
Event-driven strategies thrive as corporate activity rises, which is accelerating after a post-pandemic lull.
Blue Vault Completes Publication of Interval Fund, Tender Offer Fund Performance Reports for Period Ending December 31, 2025
Blue Vault completes publication of all Interval Fund and Tender Offer Fund Performance Reports for the period ending December 31, 2025.
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As of June 30, 2025, Blue Vault’s research included coverage of 87 interval funds. Of those, which fund had the highest average distribution rate?
Answer: As of March 31, 2025, the Tax-Exempt Private Credit Fund, Inc., managed by Tortoise Credit Strategies, had the highest average distribution rate of 17.80% based on...
CIM Group Announces Grand Opening Date for Hotel Phoenix at Centennial Yards
CIM Group CIM Group announced today that Hotel Phoenix will open its doors to guests on December 1. Hotel Phoenix marks a historic milestone as the first hotel to open at...
StratCap Expands Sales Team: Michael Kerrigan Hired as Senior Regional Vice President for the Southeast
StratCap StratCap, LLC (“StratCap”) announced today that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investment...
Unlocking Growth: How Trade Finance Fuels Middle Market Business
Forbes By Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group Alternative investments are everywhere these days, from the launch of...
Syverson Strege Partners with SEI to Elevate Financial Planning Experience
SEI SEI® (NASDAQ:SEIC) today announced that Syverson Strege, a leading fee-only financial planning and investment management firm managing $1 billion in assets under...
Full Subscription of ExchangeRight All-Cash 15 DST Adds to Acquisition Pipeline for Essential Income REIT
ExchangeRight ExchangeRight has announced the full subscription of Net-Leased All-Cash 15 DST, adding to the growing acquisition pipeline for ExchangeRight’s Essential...
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Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
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