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For REITs, BDCs, interval funds, tender offer funds and DSTs. Go beyond product claims with historical data, objective comparisons and context.
Prefer email? Subscribe to Free Insights Emails →Closed DSTs grouped by offering year (years with 10+ offerings), median of each group. Actual = latest reported distribution rate, %.
Largest open interval fund by total assets. Distribution rate, %, last 8 reported periods.
Largest open non-traded REIT by total assets. Distribution rate, %, last 8 reported periods.
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Explore product structures, liquidity considerations, risks and key due diligence questions across five alternative investment categories.
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Review reported performance, distributions, liquidity developments and changes over time, including when results fall short of expectations.
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The story behind the numbers.
Lead with evidence. Each featured finding answers a practical wealth advisor question and invites deeper investigation.
Are distributions keeping pace with the cash flows supporting them?
Explore the measures that help put distribution rates into context—and why comparisons matter.
Median distribution coverage of non-traded BDCs (net investment income ÷ distributions), Q1 2024 – Q2 2026. Latest: 0.96x. Source: Blue Vault Intelligence.
Explore the Intelligence Platform →Comparisons worth exploring.
Quick examples of the rankings and peer context that help advisors ask better questions. Full analysis belongs in Blue Vault Intelligence.
Capital raised over the last four reported quarters · Q2 2026
- 01Blackstone Real Estate Income Trust, Inc.$4.6B
- 02Blue Owl Real Estate Net Lease Trust$3.9B
- 03Ares Real Estate Income Trust Inc.$2.0B
- 04Hines Global Income Trust, Inc.$1.3B
- 05Fortress Net Lease REIT$811.2M
Net investment income ÷ distributions, latest reported period · Q2 2026
- 01Bain Capital Private Credit1.19x
- 02Prospect Floating Rate and Alternative Income Fund, Inc.1.12x
- 03T. Rowe Price OHA Select Private Credit Fund1.03x
- 04Nuveen Churchill Private Capital Income Fund1.02x
- 05Ares Strategic Income Fund1.01x
Share of full-cycle DSTs that broke even · sponsors with 5+ full-cycle programs · Nov 2026
- 01Madison Capital100.0%
- 02ExchangeRight100.0%
- 03Hamilton Point100.0%
- 04Cantor Fitzgerald100.0%
- 05Passco82.4%
Ranked on reported data, as of November 5, 2026. Definitions and peer groups are shown with every list in Intelligence. Not an investment recommendation.
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