News
The latest news in the Alts space
Featured Articles
BNY and iCapital® Form Alliance
This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket
This is Peachtree’s ninth DST offering since the firm launched the program in 2022.
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
The Cove Diversified Portfolio 88 DST is a 100% debt-free portfolio of assets that features five locations covering multiple geographic regions, asset classes, and tenant companies.
BC Partners promotes four new Partners
“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners.” — Raymond Svider, Chairman at BC Partners.
Madison Capital Markets Appoints Jeff Kremin as President and Lee Bastidas as EVP of National Accounts
The appointments are part of Madison Capital’s ongoing commitment to performance, innovation and delivering best-in-class results to investors and partners.
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
Asset Manager News & Perspectives
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Service Provider News & Perspectives
Smart Marketing Keeps Advisors Coming Back
Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
Industry
News
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
Blue Vault
Insights
The Lowdown on UPREITs: Keeping Investment Property in Play
An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.
Blue Vault
Announcements
Blue Vault Publishes March 31, 2025, Tender Offer Fund Reports
Blue Vault has added thirty-four March 31, 2025, Tender Offer Fund Individual Performance Pages (IPPs) to its research catalog, as well as ten new Interval Fund IPPs.
Inside the Vault
Facts about the alts industry
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
Blue Vault’s alternative investment data includes coverage of 78 active interval funds. Which interval fund has the highest distribution rate based on most recent filings?
Blue Vault’s alternative investment data includes coverage of 16 active, open nontraded REITs. Which nontraded REIT had the highest capital raise in the first quarter of 2025?
How many new nontraded BDCs entered the market in the first quarter of 2025?
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
