AltsTech News
AltsTech News
Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s
“We are pleased to win this prestigious award and on behalf of our shareholders, receive recognition from MMI/Barron’s and our peers, for our team’s hard work and dedication in delivering high risk-adjusted returns over the past 11 years in the Bluerock Total Income+ Real Estate Fund,” said Ramin Kamfar, Founder and CEO of Bluerock…
Blackstone REIT’s Share Redemptions Story Far From Over
One of the hottest topics in the nontraded REIT space, beginning in November 2022, has been the share redemption requests submitted by the shareholders of Blackstone Real Estate Income Trust (“BREIT”) and the REIT’s capping of repurchases at 2% of aggregate NAV per month and 5% per quarter…
Advent of Change
“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence….
Legitimizing Your Firm
Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river. Read on to learn where we focused that effort…
Is Every Commercial Office Property in Trouble?
Midway through 2023, media coverage of the challenges many commercial office real estate owners are confronting has reached a feverish level. One may wonder if the sector’s current low vacancy rates and refinancing requirements will ultimately bring down our entire economy. We think not…
How Our Series 7 Securities Licenses Benefit Our Clients
You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding “yes.” Let us introduce ourselves – we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. Here’s why it matters…
Blue Vault Nontraded REIT Studies: Tracking the Evolution of an Industry
For more than a decade, Blue Vault has been at the forefront of assessing the performance, fees, and net asset values (NAV) of individual nontraded real estate investment trusts (REITs). Our suite of studies provides a panoramic, historical look
Housing remains a puzzle in Fed’s inflation fight
Analysts don’t expect it to continue, with real-time rent data still pointing to an eventual slowdown in official housing price indexes that include information from a year ago in a moving average.
Manageable debt, quality assets cushion US public office REITs against headwinds
Public office REITs had total debt of $81.69 billion as of the end of the second quarter, 87.8% of which has a fixed rate, according to S&P Global Market Intelligence data.
SmartStop Opens New Self-Storage Facility in San Gabriel, California
“We are excited to announce the opening of our newest self-storage facility in the San Gabriel Valley,” said H. Michael Schwartz, Chairman and CEO of SmartStop.
7 Top SEC Exam Priorities for 2024
The Securities and Exchange Commission has released its 2024 examination priorities to inform investors and registrants of the key risks, exam topics and priorities that the division plans to focus on in the upcoming year…
Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion
Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5 billion in total transactions.
Cantor Fitzgerald Infrastructure Fund Announces Third Quarter 2023 Distribution
The Fund’s investment objective is to maximize total return, with an emphasis on current income, while seeking to invest in issuers that are helping to address certain United Nations Sustainable Goals through their products and services.
ExchangeRight Fully Subscribes a $90.5 Million DST Created for Recession-Resilience
The offering contains 14 properties in 14 markets diversified across 10 states and 9 recession-resilient tenants, including ShopRite, CVS Pharmacy, GIANT Company, BioLife Plasma, Family Dollar, and Hobby Lobby.
Gold Leaf Farming Expands Investment Opportunities with Structural Change
Gold Leaf Farming is a modern, sustainable farming company that owns and operates approximately 12,000 acres of almond and pistachio orchards on behalf of its investors.
Bluerock High Income Institutional Credit Fund Logs a Record Approximate +6% Q3 Shareholder Return, an Increase in the Annualized Distribution Rate to 11% and Reaffirms its Positive Forward Outlook for the Senior Secured Loan Sector
Notably, the Bluerock High Income Institutional Credit Fund’s underlying portfolio is currently comprised of 96% senior secured loans, the highest position in a corporate capital stack and are 99% floating rate in nature.
Stacy Chitty: Zombie REITs
Some nontraded REITs continue to live on, despite having paid no distributions for many years and seeing their net asset values decline over time. Watch Stacy Chitty talk about one zombie REIT in this Blue Vault Minute.
Inland Launches IPC Alternative REIT; Seeks to Raise $1.25 Billion
In connection with the REIT being declared effective, its board of directors authorized a distribution on the company’s Class I common stock…
Which nontraded REIT program recorded positive monthly total returns for each month from April 2023 thru July 2023?
The REIT averaged…
T. Rowe Price and Oak Hill Advisors Launch “OCREDIT” Private Credit Fund
T. Rowe Price and Oak Hill Advisors (OHA) are pleased to announce the launch of their joint investment offering, the T. Rowe Price OHA Select Private Credit Fund (OCREDIT). OCREDIT provides an OHA-managed private credit investment solution for income-oriented individual investors with the convenience of a non-traded, perpetual-life business development company (BDC) structure.

