Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
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!
Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
In his capacity as Senior Vice President – Government Relations, Mr. Wagner serves on numerous real estate industry and governmental boards and committees.
Recent News
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...
John Hancock Closed-End Funds Declare Quarterly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their quarterly distributions today as follows: Declaration Date: September 2,...
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: equity-focused interval funds or equity-focused tender offer funds?
Answer: According to Blue Vault data, equity-focused interval funds generated an average distribution rate of 4.07% in 2024, higher than that for equity-focused tender offer...
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: credit-focused interval funds or credit-focused tender offer funds?
Answer: According to Blue Vault data, credit-focused interval funds generated an average distribution rate of 9.21% in 2024, higher than that for credit-focused tender offer...
More articles…
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock and its affiliate Bluerock Value Exchange acknowledge 20 years of sponsoring industry-leading 1031 exchange and DST investment programs to individual investors.
Humanize Your Brand with Edutainment
Edutainment is a marketing strategy that is both engaging and memorable and it can transform the way you connect with financial advisors.
In terms of total assets, what percentage of the interval fund industry is made up of the ten largest funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Types of Alts: Structures, Strategies, and Solutions
Learn about the different types of alternative investment structures and strategies that asset managers employ to help investors diversify portfolios, generate income, reduce risk, and lower volatility.










