Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.

As the end of Q1 2025, investors saw several positive impacts from the industry upsurge, including an average distribution yield of 8.77% and abounding opportunities with 21 open funds currently raising capital.

Blue Vault’s alternative investment data includes coverage of 48 active tender offer funds. Of those, the five top capital-raisers in the second half of last year were all equity-focused.

To showcase our industry-leading alts analytics, we’ve unlocked the vault to give you an exclusive look at one of our individual performance pages.

Blue Vault has published the following Interval Fund and Tender Offer Fund individual performance reports...

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…