Professional Services Perspectives
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Headlines
Priority Income Fund Announces Redemption of $19.5 Million of its 6.000% Series J Term Preferred Stock Due 2028
The redemption date will be February 25, 2026.
Blue Vault Interval and Tender Offer Fund Update
Blue Vault publishes performance reports for nine new funds. Let us serve your alts data needs in 2026!
Peachtree Group Expands DST Platform with Two Strategic Acquisitions
The firm also closed two DST acquisitions in December, highlighting the continued growth and scale of the firm’s DST investment platform.
Nuveen joins Atlassian Williams F1 Team as Official Asset Management Partner
2026 will mark the next step forward, and Nuveen will join Williams’ suite of industry-leading partners in helping to achieve it.
Recent News
Urban Catalyst Breaks Ground on Aquino, a Premier Multifamily Development in Downtown West San Jose
Urban Catalyst Urban Catalyst proudly celebrated the groundbreaking of Aquino, a 278-unit high-end multifamily development located at 498 W. San Carlos Street in Downtown...
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...
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Eye on Alts: April 22, 2025
Eye on Alts for advisors: a weekly digest of industry news.
Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.











