AltsTech News

Bluerock Value Exchange Sells Chace Lake DST (1031-Exchange) Investment Property

The full-cycle investment provided an 8.1% internal rate of return (IRR), including cash flow, over the approximate 5-year hold period.

Phillips Edison & Company Acquires 23 Shopping Centers in 2017

Phillips Edison & Company (the “Company”) is pleased to announce a strong close to 2017, acquiring 23 grocery-anchored shopping centers on behalf of the Company and its sponsored programs throughout the year.

Self-Storage REIT Outlook Remains Positive, Green Street Analyst Says

Ryan Burke, an analyst at Green Street Advisors, joined Nareit for a video interview at REITworld 2017.

A Conversation with Grocery Real Estate Pioneer Phillips Edison

With the internalization of its Grocery Center REIT I’s advisor, Phillips Edison has hit some significant milestones this year.

When a nontraded REIT revises its estimated NAV per share, what are the most important assumptions that affect the estimated value of the REIT’s real estate portfolio?

Answer: Exit capitalization rates, discount rates for cash flows from property investments, annual market rent growth rate and average holding period.

How the New Tax Law Impacts Commercial Real Estate Investment

How the New Tax Law Impacts Commercial Real Estate Investment January 16, 2018 | James Sprow |...

The Inland Real Estate Group of Companies, Inc. Announces its Investment Group Raised More than $800 Million of Capital in 2017

As a business incubator, Inland specializes in creating, developing and sponsoring new business enterprises that provide real estate and finance-related investment funds, including institutional funds, alternative public and private securities, and development, construction and other opportunities.

Blue Vault December “Sales Stack” All Alternative Investment Sales

Blue Vault December “Sales Stack” All Alternative Investment Sales January 16, 2018 | Blue Vault...

Which three new Interval Funds were declared effective by the SEC in Q4 2017?

Answer: FS Credit Income Fund, Angel Oak Strategic Credit Fund, and Pathway Capital Opportunity Fund which restructured from a closed end fund.

More on Interval Funds

More on Interval Funds January 15, 2018 | Beth Glavosek | Blue Vault In recent weeks, we looked at...

JLL Income Property Trust Offering Reduces Selling Commission

In its offering registration filed with the SEC on January 12, Jones Lang LaSalle Income Property Trust reduced the dealer manager selling commission payable on its Class A shares to 3.0% from 3.5% in its previous offering filings.

American Realty Capital Healthcare Trust III Pays $15.75 Initial Liquidating Distribution

American Realty Capital Healthcare Trust III, Inc.’s filed an 8-K with the SEC on December 26, 2017 reporting that the board of directors of the Company unanimously approved an initial liquidating distribution of $15.75 per share of the Company’s common stock.

Exploring Carter Validus Mission Critical REIT’s Change in NAV

Some major portfolio moves, including property sales of over $1 billion since the September 30, 2017, valuation, can be expected to impact share values going forward, and Blue Vault would expect those sales to have a positive impact on future NAV estimates.

How many Interval Funds reported Net Assets in excess of $50 million in their most recent filings with the SEC?

Answer: No fewer than 27 Interval Funds reported Net Assets in excess of $50 million according to the most recent filings with the SEC.

HPI Real Estate Fund V Fully Subscribed at $115 million

Hamilton Point Investments LLC announced the close of HPI Real Estate Fund V LLC, a Reg D real estate private equity fund that raised $115 million and will acquire, with leverage, approximately $300 million of multifamily apartment properties.

House GOP Guns For DOL Fiduciary Rule

GOP leaders, fresh off their tax reform victory, are banking on Washington’s anti-regulation climate to help them pass a rider in a House spending bill that would completely vacate the U.S. Department of Labor’s fiduciary rule.

Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets

As the debate on tax reform drags on in Washington — and will surely continue, even if a final reform bill passes — retail investors are trying to read the policy changes to determine whether, and how, any tax code changes could impact their portfolios in general. And this certainly includes alternative investments.