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Why Alts

The why, what and how of bringing alts to the forefront of your practice.

Industry Access

The asset managers behind the investments, and the service providers who make offering alts easier.

Research

Use our research tools to help you select and analyze alts offerings.

Learning

Webinars and podcasts about industry trends, research and asset manager perspectives.

Learning Opportunities

Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients Webinars
December 3, 2025

Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients

As 2025 draws to a close, financial professionals are looking for smart, compliant, and client-friendly strategies to reduce tax burdens while strengthening long-term portfolios. One of the most overlooked opportunities lies in today’s rapidly expanding energy incentive landscape. “Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients” will equip advisors with practical,…
The Next Wave of Interval Funds: What Advisors Should Know Webinars
December 9, 2025

The Next Wave of Interval Funds: What Advisors Should Know

Interval funds, a type of SEC-registered, closed-end fund, have become the go-to structure for investors seeking access to illiquid investment strategies. Their flexible profile involving low investment minimums, frequent valuations, and 1099 tax forms, makes them attractive. Interval funds are also pass-through vehicles, meaning the fund itself pays no corporate tax. While mutual funds require…
Last-Call Roth Conversions: Don’t Leave Money on the Table in 2025 Webinars
December 11, 2025

Last-Call Roth Conversions: Don’t Leave Money on the Table in 2025

As the calendar year winds down, so does one of the most valuable tax-planning windows advisors can leverage from their clients. "Last-Call Roth Conversions: Don't Leave Money on the Table in 2025," brings together a panel of industry experts to help advisors navigate the nuances of year-end conversion strategies with clarity and confidence. Our panel…

Alts and Answers Luncheon

NEW YORK CITY | DECEMBER 16, 2025

Blue Vault’s regional lunch series is heading to the Big Apple! Join us at there for timely insights and practical strategies in alternative investments—delivered in a fast, focused format.

We’ll share performance-driven data and education from our vault of alts insights, alongside perspectives from leading asset managers. Whether you’re new to alts or highly experienced, you’ll walk away with knowledge you can put to work.

REGISTER

Alts and Answers Luncheon

NEW YORK CITY | DECEMBER 17, 2025

Blue Vault’s Alts and Answers Luncheon Series continues in the Big Apple! Join us for a power-packed session featuring timely insights, performance data, and practical strategies in alternative investments—all delivered in a concise, advisor-focused format.

You’ll hear from industry-leading asset managers and gain actionable takeaways from Blue Vault’s vault of alts insights. No matter your level of experience, you’ll leave inspired and better equipped to serve your clients.

REGISTER

Video Highlights

Perspectives on alts for wealth advisors

Comparing Alts 1.0 to Alts 2.0
November 4, 2025

Comparing Alts 1.0 to Alts 2.0

In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.
Why Choose a REIT Over Other Investment Vehicles?
October 10, 2025

Why Choose a REIT Over Other Investment Vehicles?

As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and long-term wealth protection.

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THE BLUE VAULT MINUTE

Insights for advisors from advisors

Webinars

Asset managers, service providers and Blue Vault on alts topics

Podcasts

Breaking down alts one-on-one with asset managers and service providers

Videos

Short, impactful video clips from webinars, podcasts and events

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Blue Vault Insights & Announcements

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The alternative investments industry is expected to grow to $30 trillion by 2030.

Learn Why

 

Alts Strength in Numbers

$178.0​B

Total Nontraded REIT AUM

$212.2B

Total Nontraded BDC AUM

$140.0B

Total Interval Fund AUM

$270.6B

Nontraded REIT Capital Raise

(Since 1990)

“Blue Vault has been an exceptional resource for our firm when it comes to non-traded alternative assets. The BV ‘vault’ is a wealth of historical data and BV subscriptions and conferences have introduced us to new investment opportunities and sponsors.”

Carron Schmick, Direct Investments Specialist at Ridgeline Private Wealth

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